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Creating Case Definitions in the WKS Platform

This guide outlines the steps required to create case definitions using the WKS Platform's user interface (UI).

1. Access the Case Definition Page​

  1. Log in to the WKS Platform.
  2. Navigate to the Administration or Configuration section.
  3. Click New Case Definition or a similarly named option.

2. Define Basic Information​

On the case definition creation page:

  • Enter a unique Key to identify the case definition.
  • Provide a Name and an optional Description to help distinguish it from others.

3. Configure Case Variables​

  • List the variables to be used in the case.
  • Specify the Name, Data Type, and any other relevant attributes for each variable.
  • Mark whether each variable is Required or Optional.

4. Create Case Milestones​

  • Identify key milestones in the case lifecycle.
  • Define each milestone’s Name, Description, and any Deadlines or Trigger Conditions.
  • Set up milestone Order and Dependencies, if needed.

5. Design Case Activities​

  • Define tasks or actions that move the case forward.
  • Provide an Activity Name, Description, and any related Deadlines, Forms, or Rules.
  • Specify the Sequence and Dependencies of activities.

6. Configure Case Forms​

  • Identify the information to collect during the case lifecycle.
  • Design and configure Forms for data input and display.
  • Specify Fields, Validation Rules, and Layout for each form.

7. Define Case Rules​

  • Determine automation points or decision logic in the workflow.
  • Create rules with specific Conditions and Actions.
  • Set the criteria that trigger each rule.

8. Set Case Permissions​

  • Define user access and actions per role.
  • Assign permissions for:
    • Viewing
    • Editing
    • Completing
    • Other custom operations
  • Link each permission to the relevant User Role or User Group.

9. Review and Save​

  • Review all configuration elements.
  • Confirm that everything is complete and accurate.
  • Click Save to finalize and publish the case definition.

Congratulations! You have successfully created a case definition using the WKS Platform UI. Remember to regularly review and update case definitions as your processes evolve. Refer to the WKS Platform documentation or contact your system administrator for further assistance or advanced configuration options.