Web-Call Actions Overview

Case Manager addresses broad business needs; with almost every deployment a unique set of actions is performed by users ranging from data access of external systems, service requests and actions, or even custom applications. One approach to solving this problem is tight integration with the third-party applications and services, adding to the complexity of a system: additional maintenance is required with an upgrade of any part of the ecosystem. Due to this, the tight-integration approach tends to be very expensive. From version 5.2.2 of Case Manager a new approach is introduced leveraging web technologies to simplify these actions. From the Case Manager application custom action buttons can be added to the toolbar which will call a URL with parameters based on the current case. System data responsibility is more isolated: every part of the ecosystem operates independently and only shares the required data as dictated by that system alone. The new functionality provides a number of options for a system administrator or consultant to configure custom web-call actions, including making use of a new internal web browser which gives more control on the web resources accessed by a user.

Actions in Case Manager

Web-call actions are natively available in Case Manager, and do not require an installation of an extension. Based on the setup of these actions (Configuring Web-Call Actions) new buttons are added to the toolbar in Case Manager. Users can then access these web-based resources and services initiated from within the application. Should the external system support parameter-based calls, it is possible to customise the URL call based on the current case. This document further discusses the available options to configure these actions. Web-call Actions are loaded on startup of Case Manager. Any changes to the action definitions, will only be in effect upon restart of Case Manager.