A very basic guide to Jadu Connect case type development

A brief overview of the components of a Jadu Connect case type

Statuses

In general terms, a Connect Case Type will have a minimum of three Statuses - a Create Status (of type Initial), an In Progress Status (of type Normal), and a Closed Status (of type Final):

Status in a Connect case type

It's unlikely - though always possible - you will want to have more than one Initial case creation status, but it's possible that for reporting purposes it may be helpful to have multiple closed Statuses, eg Closed - completed, Closed - rejected, etc.

It is highly likely that in terms of the real workflow of your Case Type you will want to have multiple statuses which reflect the nuance of a case being in progress - Assigned to staff member, More information needed, Information received, Ready for approval, etc. You might reasonably assume the way to reflect that is by multiple in progress statuses configured here. Sadly that will usually not be the case in practice, due to the manner in which Transitions work.

If there are steps which will only go in a clear directional flow then you can have multiple in progress statuses to reflect that, eg Received -> Assigned to staff member -> In progress -> Closed could be four separate statuses configured on this page. But if there are multiple logical workflow statuses within the conceptual in progress status where the case can arbitrarily be moved from any one of those to any other of those at any different time, then the best way to reflect this is by a Choice radio button field within the case data itself.

Last reviewed
24-05-2024
Next planned review
24-05-2025
Changelog

24 May 2024 - Page created