Jump To Close Expand all Collapse all Table of contents Designing and building cases for case management Preface 1. Case management 2. Case Management Model and Notation 3. Case files 4. Subcases 5. Ad hoc and dynamic tasks 6. Adding dynamic tasks and processes to a case using the API Expand section "6. Adding dynamic tasks and processes to a case using the API" Collapse section "6. Adding dynamic tasks and processes to a case using the API" 6.1. Creating a dynamic user task using the REST API 6.2. Creating a dynamic service task using the REST API 6.3. Creating a dynamic subprocess using the REST API 7. Case roles Expand section "7. Case roles" Collapse section "7. Case roles" 7.1. Creating case roles 7.2. Role authorization 7.3. Assigning a task to a role 7.4. Modifying case role assignments during run time using Showcase 7.5. Modifying case role assignments during run time using REST API 8. Stages Expand section "8. Stages" Collapse section "8. Stages" 8.1. Defining a stage 8.2. Configuring stage activation and completion conditions 8.3. Adding a dynamic task to a stage 9. Milestones Expand section "9. Milestones" Collapse section "9. Milestones" 9.1. Milestone configuration and triggering 10. Case event listener 11. Rules in case management Expand section "11. Rules in case management" Collapse section "11. Rules in case management" 11.1. Using rules to drive cases 12. Case management security Expand section "12. Case management security" Collapse section "12. Case management security" 12.1. Configuring security for case management 13. Closing cases Expand section "13. Closing cases" Collapse section "13. Closing cases" 13.1. Closing a case using the Process Server REST API 13.2. Closing a case in the Showcase application 14. Canceling or destroying a case 15. Additional resources A. Versioning information Legal Notice Settings Close Language: English Format: Multi-page Single-page PDF Format: Multi-page Single-page PDF Language and Page Formatting Options Language: English Format: Multi-page Single-page PDF Format: Multi-page Single-page PDF Chapter 15. Additional resources Getting started with case management Using the Showcase application for case management Previous Next