Actions

The Actions tab lets you configure startable items — processes and building blocks that end users can trigger directly from a case. These actions appear under the start button when viewing an existing case.

Actions provide a way for users to initiate additional workflows from within an existing case. This is useful for:

• Starting follow-up processes related to the current case

• Triggering reusable building blocks that perform common operations

• Providing users with context-specific actions without requiring them to navigate elsewhere

There are two types of actions:

Type	Description
Process	A BPMN process definition linked to the case. Starting this action runs the process in the context of the current case.
Building block	A reusable building block that can be configured with input/output mappings. See Building blocks for more information.

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Configuring actions

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the Actions tab

The list shows all configured actions with their names and types.

Adding an action

1

Click Create an action

2

Select the action type: Process or Building block

3

Select the specific process or building block from the dropdown

4

For building blocks, click Next to configure input/output mappings if needed

5

Click Add to save the action

Each process or building block can only be added once per case. Items already configured as actions will not appear in the selection dropdown.

Reordering actions

Actions can be reordered by dragging and dropping rows in the list. The order determines how actions appear to end users in the case view.

Editing an action

1

Click a row or use the overflow menu (⋮) on the right side of the row

2

Select Edit

3

For processes, change which process is linked; for building blocks, update the input/output mappings

4

Save your changes

Deleting an action

1

Click the overflow menu (⋮) on the row you want to delete

2

Select Delete

3

Confirm the deletion in the confirmation dialog

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Access control

Actions are filtered based on the user's permissions. An action only appears to users who have permission to execute it.

Resources and actions

Resource type	Action	Effect
com.ritense.valtimo.operaton.domain.OperatonExecution	create	Required to start the process associated with the action. This applies to both process actions and building block actions (which have an underlying main process).

When an action is triggered from within a case, the permission check includes the current document as context. This allows permissions to be scoped based on the specific case instance using context conditions.

Examples

Permission to start any process action

{
    "resourceType": "com.ritense.valtimo.operaton.domain.OperatonExecution",
    "action": "create",
    "conditions": []
}

Permission to start a specific process

{
    "resourceType": "com.ritense.valtimo.operaton.domain.OperatonExecution",
    "action": "create",
    "conditions": [
        {
            "type": "field",
            "field": "processDefinitionKey",
            "operator": "==",
            "value": "my-follow-up-process"
        }
    ]
}