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Cases Nodes

The "Cases" nodes are basic workflow nodes to digitize work requests (such as maintenance, repair, inspection and incident handling) that are essential to monitor asset health and to detect technical issues before they lead to asset failure and downtime. You can create, track and update cases in multiple ways with Visual Flow Creator application. For more information about "cases", refer to the chapter Cases in Insights Hub Monitor documentation.

The "Cases" nodes and their respective functions are described in the following sections:

List case node

list-work-orders-node

The "list case" node allows you to list all the cases created in the environment. If no handle information is given, you can read the specific case by using handle ID.
Handle ID is for user environment that describes the case for further updates.

Using list case node

To execute the example flow using list case node to list the available cases, follow these steps:

  1. From the node palette, drag and drop the "inject" node from the input palette, "list case" node from the cases palette and "debug" node from the output palette to the working area. Connect the nodes in a flow as shown below:

    list-work-orders-node-flow

  2. Double click on "inject" node to edit the properties. For more information, refer to Editing nodes.

  3. Double click on "list case" node to edit the properties.

    • Enter the "Name".
    • Enter the "Handle".
    • Click "Done".

  4. Save and execute the flow.

You can view the results in the message payload.

list-work-orders-result

Create case node

create-work-orders-node

The "create case" node allows you to create the case in the environment.

Node Properties Description
Title Define the title for the task or expectation.
Description Enter the detailed information about the task or expectation.
Assigned to Assign the task or expectation to the responsible assignee to work on the task. Assignee will be notified with an email.
Due date Set the date as deadline for the task or expectation to be completed.
Status Update the task or expectation status while creating the case. Open, In Progress, On Hold, Overdue and Done are the different statuses of the task or expectation can be assigned.
Priority Prioritize the task or expectation based on the level of priority. Low, Medium, High and Emergency are the available priority options.
Type Define the reason behind the initiation of the task or expectation. Planned and Incident are the options available types.
Associated asset Associate the case with an asset.
Attachment Attach the document to capture or work to be done on the task or expectation.

Using create case node

To execute the example flow using create case node, follow these steps:

  1. From the node palette, drag and drop the "inject" node from the input palette, "create case" node from the cases palette and "debug" node from the output palette to the working area. Connect the nodes in a flow as shown below:

    create-work-orders-node-flow

  2. Double click on "inject" node to edit the properties. For more information, refer to Editing nodes.

  3. Double click on "create case" node to edit the properties.

    • Enter the "Name".
    • Enter the "Due date".
    • Click "Done".

  4. Save and execute the flow.

You can view the results in the message payload.

create-work-orders-result

Update case node

update-work-orders-node

The "update case" node allows you to update the created case in the environment.

Node Properties Description
Handle Enter the case ID to which describes case for the user environment.
Title Define the title for the task or expectation.
Description Enter the detailed information about the task or expectation.
Assigned to Assign the task or expectation to the responsible assignee to work on the task. Assignee will be notified with an email.
Due date Set the date as deadline for the task or expectation to be completed.
Status Update the task or expectation status while creating the case. Open, In Progress, On Hold, Overdue and Done are the different statuses of the task or expectation can be assigned.
Priority Prioritize the task or expectation based on the level of priority. Low, Medium, High and Emergency are the available priority options.
Type Define the reason behind the initiation of the task or expectation. Planned and Incident are the options available types.
Associated asset Associate the case with an asset.
Attachment Attach the document to capture or work to be done on the task or expectation.

Using update case node

To execute the example flow using update case node, follow these steps:

  1. From the node palette, drag and drop the "inject" node from the input palette, "update case" node from the cases palette and "debug" node from the output palette to the working area. Connect the nodes in a flow as shown below:

    update-work-orders-node-flow

  2. Double click on "inject" node to edit the properties. For more information, refer to Editing nodes.

  3. Double click on "update case" node to edit the properties.

    • Enter the "Name".
    • Enter the "Handle".
    • Click "Done".

  4. Save and execute the flow.

You can view the results in the message payload.

update-work-orders-result

Delete case node

delete-work-orders-node

The "delete case" node allows you to delete the existing case from the environment.

Using delete case node

To execute the example flow using delete case node, follow these steps:

  1. From the node palette, drag and drop the "inject" node from the input palette and "delete case" node from the cases palette to the working area. Connect the nodes in a flow as shown below:

    delete-work-orders-node-flow

  2. Double click on "inject" node to edit the properties. For more information, refer to Editing nodes.

  3. Double click on "delete case" node to edit the properties.

    • Enter the "Name".
    • Enter the "Handle".
    • Click "Done".

  4. Save and execute the flow.

The created case is successfully deleted.

Last update: December 20, 2024