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Overview

The Case List Builder is a feature designed to allow users to customize the content that is available in their case list. Using this feature, the columns in the case list can be customized to display information from Dynaform fields and case variables that are stored in report tables or PM tables. New columns can be added to the Inbox, Draft, Participated, Unassigned, Pause or Cancelled filters. Moreover, it is also possible to change the labels and alignment of the columns.

Custom Case Lists used to be an Enterprise Plugin, but currently it is an integrated feature available in ProcessMaker Enterprise Edition as of version 3.6.x and later.

An example of a customized case list is shown in the following image:

Requirements

  • ProcessMaker version 3.6.x or higher.

Supported Stacks

The stacks supported by this feature are the same as those supported in ProcessMaker version 3.6. See this documentation to view the stacks supported by ProcessMaker.

Browser Compatibility

The browsers supported by this feature are the same as the features supported by ProcessMaker version 3.6. To view the browsers supported, check the following documentation.

Note: For the moment, the Case List Builder feature does not work on Solr Servers.

Installation and Configuration

After installing ProcessMaker, the Case List Builder should be available for use without any additional configuration.

Go to Admin > Settings to access the Custom Case Lists option in the left panel:

A list of columns in the case list will be displayed:

Case List Builder Interface

In the tabs at the top, select which case inbox to customize: To Do, Draft, Unassigned or Paused. Each case inbox has individual configurations.

Under these tabs, find the following options (the use of each one is described in the later sections):

  • Filter: Search within the current inbox list for keywords to filter the list of specific custom cases.

  • Import List: Click to import and then select a .json file containing a custom case list configuration.

  • New List: Click to add and then configure a new custom case list configuration.

  • Edit List: Put the mouse over the dots, and then options to edit the custom case row appear.

Filtering A List

To filter a list, follow these steps:

  1. Type a keyword to search within the custom cases configured list.

  2. Automatically the list updates and the matching records appear.

Importing A List

To import a list, follow these steps:

  1. Click on the + Import List button.

  2. The Import Custom Case List pop-up window opens.

  3. In the Import Custom Case List pop-up window, click Browse and then select a valid .json file.

  4. Click the Save button.

  5. The file imports successfully.

Creating A New List

To create a new list, follow these steps:

  1. Click on the + New List button.

  2. The New Case List window opens.

  3. Enter the Name, the Description and then type and select a PM Table.

  4. Enter the Name, the Description and then type and select a PM Table.

  5. Check the desired data on the right to be removed from the custom inbox and then click on the arrow icon in the middle or vice versa.

    Note: All the columns could be moved with the double arrow from left to right or vice versa.

  6. Select an Icon, a Menu Color and then a Screen Color Icon.

  7. Click the Save button.

  8. The list creates successfully.

Editing A List

To edit a list, follow these steps:

  1. Put the mouse over the dots, and then options to edit the custom case row appear.

  2. The first option displays (Screen Icon) a pop-up window with the preview of the list.

  3. The second option (Download Icon) exports a .json file with the configuration of the list.

  4. The third option (Edit Icon) opens a window to edit the configuration of the list.

  5. The fourth option (Delete Icon) opens a pop-up window to confirm the removal of the list.