iMIS: Creating a Case Management iPart From Scratch

A how-to guide on building out a case management iPart using iMIS Desktop and RiSE:

1. Import the Case Management package from VSTS into iMIS (Knowledge gap)

iMIS Desktop

1. After installation, let’s head to iMIS Desktop to create a table/business object under Customers > Set up module > Addt’l Windows > Define tables
2. Name your table using proper naming convention and check off Multiple Instances Allowed (this will generate a Sequence ID)
3. We will add in our stock field names, prompts and types — following proper naming convention
4. Save your table through the prompts and then head to Tools > User Defined Tables and build all tables
5. Open SQL Management Studio and run this query under your new table after changing ObjectName to the name of your new table

iMIS Staff

1. The next step is to add an IQA. Here we will use a stock IQA as an example.

1. IQAs require case IDs, an IsDeleted field and the Sequence field, which tie cases with members. For new IQAs, begin at Sources and add in NetContact and your new table. Join the iMIS ID to the table ID.

Sources tab

Filters tab

Display tab

1. Now we will need to handle the client-side by building a panel. Find the Case Panels content page under Rise > Manage Content and we will add a Panel Editor iPart to the page.

1. Click New Panel on the Panel dropdown menu then follow the configuration settings below:

Tip: You can drag and drop a package of fields into your panel here:

You can drag and drop the INVESTIGATE on to the right-side layout area

Tip 2: You can also quickly edit your panel under Cases > Edit Case Panels

1. Let’s head back to the Case Management Core folder. Create a new folder, website content page and add a Data Grid to it.

1. Hit Configure on the Data Grid. Select your IQA query (ensure the parent and child keys align with IQA case and sequence names)

Note: The configuration below sets single-instance and multi-instance views on the CCO.

1. Head to the Case Main website content page where our Case Management content collection organizer is housed.
2. Click the plus sign and Select the Data Grid iPart for the content to display option

Final Step

1. TEST EXTENSIVELY