How to start a process for a case
Last updated
Last updated
There are two ways to start a process for a case by using the user interface:
Starting a process with a new case
Starting a process for an existing case
To be able to start a new case through the user interface, a process has to be connected to it. How to link a process to a case.
To start a new process and case a button is available on the cases list page. This can be opened by selecting Cases from the menu and selecting the case type to start.
By using the Create New Case button, a popup is opened containing the start form of the process connected to the case definition.
After submitting the form, a new case is started, and a process is started for the case. The progress of the process can be viewed on the Progress tab.
To start new process for an existing case, a button is available on the case detail page. This can be opened by selecting Cases from the menu and selecting the case type, then clicking on a case in the list.
By clicking the Start button on the top right of this page, a list is displayed containing all available processes to be started.
After choosing one of the processes from the list, the corresponding start form is opened in a popup.
After submitting the form, the process is started.
To start a new process with a new case via code, the ProcessDocumentService exposes the newDocumentAndStartProcess, which accepts a process definition key, the to be created document, the process instance ID (which should always be empty as no process instance exists yet) and any variables the process should start with.
To start a new process with an existing case via code, the ProcessDocumentService exposes the startProcessForDocument, which accepts the document ID, the process definition key and any variables the process should start with.
