Valtimo documentation v1
Valtimo 11
Valtimo 11
  • Introduction
    • Overview
    • Architectural overview
    • Available modules
      • Dashboards
      • Documents
      • Form flow
      • Form links (deprecated)
      • Plugins
    • How to contribute
    • Style guide for contributing
  • Getting started
    • First dive into Valtimo
      • Start as Docker containers
      • Creating your own Valtimo implementation
    • Compatibility matrix
    • Components
      • Valtimo List
    • Configure database
    • Modules
      • Core
        • Audit
        • Authorization
        • Camunda
        • Case
        • Connector
        • Contract
        • Core
        • Dashboard
        • Document
        • Document generation
        • Exporter
        • Form
        • Form flow
        • Form link (deprecated)
        • Importer
        • Local document generation
        • Local mail
        • Mail
        • Mandrill
        • Milestones
        • Plugins
        • Outbox
          • Outbox RabbitMQ
        • Process document
        • Resource
        • Temporary resource storage
        • Test utils common
        • Value resolvers
        • Valtimo dependencies
        • Web
          • CORS
      • ZGW
        • Besluit
        • Besluiten API
        • Catalogi API
        • Contactmoment
        • Documenten API
        • Haalcentraal BRP
        • Klant
        • Notificaties API
        • Notificaties API Authentication
        • Objecten API
        • Objecten API Authentication
        • Object management
        • Objects API
        • Objecttypen API
        • OpenZaak
        • OpenZaak resource
        • Portaaltaak
        • SmartDocuments
        • Valtimo GZAC dependencies
        • Verzoek
        • Wordpress mail
        • Zaken API
    • Exchange
      • Building blocks
      • Process blueprints
  • Using Valtimo
    • Access control
      • Auto-deployment for access control
      • Configuring permissions
      • Configuring roles
      • Front-end access control
    • Case
      • Creating case settings
      • Case tabs
      • Exporting and importing case definitions
    • Dashboard
      • Auto deploying dashboards
      • Create dashboard
    • Documents
      • Assigning a user to a document
      • Automatic task assignment
      • Creating a document definition
      • Creating case settings
      • Custom case list columns
      • Custom case headers
      • How to link a process to a case
      • How to start a process for a case
      • Search fields
      • Case search
    • Forms
      • Creating FormIO forms in Valtimo
      • Interpolating data in Form.io
      • Configuring an Objecten API object form
    • Form flow
      • Creating a form flow definition
      • Creating a custom form flow component
    • Form links (deprecated)
      • How to refer to external data from a form
      • How to link a form to a task
    • Keycloak
      • Configuring Keycloak
    • Pending Changes mechanism
    • Plugins
      • Catalogi API plugin
      • Configuring plugins
      • SmartDocuments plugin
      • OpenZaak plugin
      • Documenten API plugin
      • Zaken API plugin
      • Object Token Auhentication Plugin
      • Objecten API Plugin
      • Objecttypen API Plugin
      • Portaaltaak Plugin
      • Exact Plugin
      • Verzoek Plugin
      • Besluiten Plugin
    • Process
      • System processes
      • Correlating messages
      • Job service
    • Process links
      • Creating a process link
      • Editing a process link
      • Unlinking a process link
    • Upload
      • Temporary file storage
      • Uploading to Documenten API with metadata
    • Web
      • Configure CORS in Valtimo
  • Extending Valtimo
    • Access control
      • Creating a resource
      • Creating a relation to another resource
    • Dashboard
      • Creating custom data sources
      • Creating custom display types
      • Widget translations
    • Document
      • Assigning and unassigning a user
      • Search fields
    • Forms
      • Creating a form field data resolver
    • Form flow
      • Whitelisting Spring beans for Form flow
    • Making Valtimo multi instance ready
    • Modals (external docs)
    • Creating a custom outbox message publisher
    • Plugins
      • Custom plugin definitions
    • Process
      • Whitelisting Spring beans for Camunda
    • Tabs
      • Customizing case details tabs
      • Customizing case list tabs
      • Setting extra tabs for Zaak object type
    • Integrating spring beans in a process
    • Creating a custom dashboard
    • Creating a custom value resolver
    • Security testing
  • References
    • Modules
      • Authorization
      • Outbox
      • Dashboard
      • Case
      • Core
        • ZonedLocalDateTimeDeserializer
      • Document
      • Form
      • Form flow
      • Form links (deprecated)
      • Object management
      • Value resolvers
    • User interface
      • Design philosophy
      • Carbon design system
      • v-button
      • Breadcrumbs
    • Feature toggles
    • Supported databases
    • Process beans
    • Content Security Policy (CSP)
    • Troubleshoot
  • Release notes
    • Release notes
    • 11.x.x
      • 11.3.3
        • Valtimo backend libraries
      • 11.3.2
        • Valtimo frontend libraries
      • 11.3.1
        • Valtimo frontend libraries
      • 11.3.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.2.2
        • Valtimo frontend libraries
      • 11.2.1
        • Valtimo frontend libraries
      • 11.2.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.6
        • Valtimo frontend libraries
      • 11.1.5
        • Valtimo frontend libraries
      • 11.1.4
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.1
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.0.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
    • 10.x.x
      • 10.8.5
        • Valtimo backend libraries
      • 10.8.4
        • Valtimo frontend libraries
      • 10.8.3
        • Valtimo backend libraries
      • 10.8.2
        • Valtimo frontend libraries
      • 10.8.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.7.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.6.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.5.3
        • Valtimo backend libraries
      • 10.5.2
        • Valtimo backend libraries
      • 10.5.1
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.5.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.4.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.3.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.2.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.1.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.0.1
        • Valtimo frontend libraries
      • 10.0.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
    • 9.x.x
      • 9.26.2/5.15.2
        • Valtimo backend libraries (9.26.2)
        • Valtimo frontend libraries (5.15.2)
        • Migration
      • 9.26.1/5.15.1
        • Valtimo backend libraries (9.26.1)
        • Valtimo frontend libraries (5.15.1)
      • 9.26.0/5.15.0
        • Valtimo backend libraries (9.26.0)
        • Valtimo frontend libraries (5.15.0)
        • Migration
      • 9.25.0/5.14.0
        • Valtimo backend libraries (9.25.0)
        • Valtimo frontend libraries (5.14.0)
      • 9.24.0/5.13.0
        • Valtimo backend libraries (9.24.0)
        • Valtimo frontend libraries (5.13.0)
      • 9.23.0/5.12.0
        • Valtimo backend libraries (9.23.0)
        • Valtimo frontend libraries (5.12.0)
      • 9.22.0/5.11.0
        • Valtimo backend libraries (9.22.0)
        • Valtimo frontend libraries (5.11.0)
        • Migration
      • 9.21.0/5.10.0
        • Valtimo backend libraries (9.21.0)
        • Valtimo frontend libraries (5.10.0)
        • Migration
      • 9.20.0/5.9.1
        • Valtimo backend libraries (9.20.0)
        • Valtimo frontend libraries (5.9.1)
        • Migration
      • 9.19.0/5.8.0
        • Valtimo backend libraries (9.19.0)
        • Valtimo frontend libraries (5.8.0)
        • Migration
      • 9.18.0/5.6.0
        • Valtimo backend libraries (9.18.0)
        • Valtimo frontend libraries (5.6.0)
        • Migration
      • 9.17.0/5.5.0
        • Valtimo backend libraries (9.17.0)
        • Valtimo frontend libraries (5.5.0)
      • 9.16.0/5.4.0
        • Valtimo backend libraries (9.16.0)
        • Valtimo frontend libraries (5.4.0)
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On this page
  • Starting a process with a new case
  • Starting a process for an existing case
  • Starting a process with a new case via code
  • Starting a process for an existing case via code
  1. Using Valtimo
  2. Documents

How to start a process for a case

PreviousHow to link a process to a caseNextSearch fields

Last updated 1 year ago

There are two ways to start a process for a case by using the user interface:

  • Starting a process with a new case

  • Starting a process for an existing case

To be able to start a new case through the user interface, a process has to be connected to it. .

Starting a process with a new case

To start a new process and case a button is available on the cases list page. This can be opened by selecting Cases from the menu and selecting the case type to start.

By using the Create New Case button, a popup is opened containing the start form of the process connected to the case definition.

After submitting the form, a new case is started, and a process is started for the case. The progress of the process can be viewed on the Progress tab.

Starting a process for an existing case

To start new process for an existing case, a button is available on the case detail page. This can be opened by selecting Cases from the menu and selecting the case type, then clicking on a case in the list.

By clicking the Start button on the top right of this page, a list is displayed containing all available processes to be started.

After choosing one of the processes from the list, the corresponding start form is opened in a popup.

After submitting the form, the process is started.

Starting a process with a new case via code

To start a new process with a new case via code, the ProcessDocumentService exposes the newDocumentAndStartProcess, which accepts a process definition key, the to be created document, the process instance ID (which should always be empty as no process instance exists yet) and any variables the process should start with.

Starting a process for an existing case via code

To start a new process with an existing case via code, the ProcessDocumentService exposes the startProcessForDocument, which accepts the document ID, the process definition key and any variables the process should start with.

How to link a process to a case
List of example cases
Form used to start new case
img.png
Case detail page
List of avilable processes
New process popup