IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Create user interfaces for business processes > Building Heritage Coaches

Adding sections to a Heritage Coach and controlling the layout

Use the Heritage Coach Designer to build an initial mockup of a Heritage Coach.

When you create a Human service and drag a new Heritage Coach from the service palette to the diagram, the Heritage Coach includes several controls, by default. A new Heritage Coach contains a single-column section with a title that includes an Input Text control, a Checkbox control, and a button Group. You can add sections and controls and adjust the layout for your Heritage Coach.

The following steps describe how to build a mockup of a Heritage Coach that enables personnel in a call center to collect data about customer issues. The mockup allows you to demonstrate the design to users as you develop a plan for the steps within a process.

You can use feedback from users to refine the design and thus help guarantee that the eventual implementation meets all requirements.


Procedure

  1. To start developing the mockup, change the title of the Heritage Coach by clicking the IBM BPM Heritage Coach title bar in the design area.

  2. In the Heritage Coach option of the properties, type Initiate New Case - Enter Customer Information.

  3. Drag a Two-Column section from the palette onto the design area so that it is positioned directly below the existing Section Title.

  4. Drag four Text controls from the palette onto the design area so that two Text controls are in each column side by side.

  5. Click the Section Title in the design area and in the properties type Customer Information in the Title text box.
  6. Change the text labels for the fields. Click an Input Text control in the design area and in the properties, change the Label for each control to match the following list:

    • Name:
    • Phone:
    • Email:
    • Physical address:

  7. Right-click the default Checkbox control, and from the pop-up menu that opens, select Delete. Do the same for the default Input Text control. Neither of these controls is needed for this sample Coach.

  8. Drag a One-Column with Title section from the palette onto the design area so that it is positioned directly below the existing Customer Information section.
  9. While the new section is still selected, type Case Information in the Title text box in the properties.

  10. Drag a Text control from the palette onto the design area and place it in the new Case Information section.
  11. While the new Text control is still selected, type Case Type in the Label text box under the Common section. Then choose Single Select from the Control Type field under the Behavior section.

  12. Select the Presentation option in the properties and in the Manual Data section, click the Add button.

  13. Add values and display text. In the Manual Data section, use the Add button to add the values and display text shown in Table 1.

    Values and display text to add under the Manual Data section
    Value Display text
    billing Billing
    defect Product defect
    tracking Late Shipment

  14. Drag a Date Selector component from the palette onto the design area and place it directly below the drop-down control in the new Case Information section.

  15. In the properties for the Date Selector component, change the label to Date Received .

  16. Click the default Button Group at the bottom of the design area, click the Presentation option in the properties, and change the label for the OK button to Submit.

    The action associated with any given button applies only to the fields and other controls in the same section as the button.

  17. Save your work.

  18. Click the Preview tab to see how the Heritage Coach will look when the service runs. You can make adjustments as you see fit in the Design tab.

    Lets change this scenario slightly. In this version a service gets input data at run time which is used to populate the values of the drop-down list. Since these values are only known at run time, the values will not appear when you press the Preview tab at development time. These values will appear in the user interface at run time.

Building Heritage Coaches


Related concepts:
Configure Heritage Coach controls
Customize Heritage Coaches