This documentation relates to an old version of Nuxeo CMF (1.x). You may want to check the latest version if you are using a more recent version.
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After you created or edited a case or one if its items, you probably want to transfer the case to another user or group of users so that they can check it, complete it or just be informed of the evolution of the case.

There are two ways to transfer a case:

  • using a simple distribution, that transfers the case to one or several mailboxes in a single distribution,
  • using a predefined route, composed of several steps that can require approval.

Using simple distribution

When users want to send a case to a user or a group of users, without following a predefined workflow, they can use the simple distribution feature of Nuxeo CMF. Distribution enables users to send a case to one or several mailboxes at the same time, with a possible comment saying to the recipient why they are sent the case.

All distributions are tracked in the History of the case:

  • for versions 1.0 to 1.6 of Nuxeo CMF, in the History tab,
  • for version 1.7 of Nuxeo CMF, in the Routing History tab.

When users distribute a case, it is not removed from the sender's mailbox.

To distribute a case on CMF 1.0 to 1.6:
  1. Click on the case to open it.
  2. Click on the Distribute tab.
  3. Search and select the recipients for action and in copy.
  4. Type a comment to explain why you distribute the case to them.
  5. Click on the Send button.
    The case is sent to the mailboxes you chose.
    The distribution's information are tracked in the History tab of the case.
To distribute a case on CMF 1.7:
  1. Click on the case to open it.
  2. Click on the Distribute tab.
    The "Mailing list" sub-tab is displayed.
  3. If you want to send the case to one or several mailing lists,check the "Action" or "Information" button corresponding to the list(s) you want to send the case to. Otherwise, jump to step 5.
  4. Click on the Send button.
    The case is sent to all the mailboxes in the mailing list.
    The distribution information is tracked in the "Routing History" tab of the case, in the Distribution section.
  5. If you want to send the case to individual mailboxes:
  6. Click on the "Mailboxes" sub-tab.
  7. Search and select the recipients for action and in copy.
  8. Type a comment to explain why you distribute the case to them.
  9. Click on the Send button.
    The case is sent to the mailboxes you chose.
    The distribution's information are tracked in the "Routing History" tab of the case, in the Distribution section.

Using a route

When a case should follow a specific flow of steps to be completed, you can use predefined routes.

You can apply any validated route on cases. If you prepared a route, make sure it's been approved to be able to use it.

You can apply a route on a case from the case and from the route.

To apply a route on a case from the case:
  1. On the case's Content tab, start typing the route's title in the "Related route" search field.
    The routes whose title correspond to the typed characters are proposed.
  2. In the suggestion list, click on the route you want to use.

    The route's title is displayed under the search field.
  3. Click on the Start button.
    The first distribution stage of the route is done.
    A message saying "A route is started from this document" is displayed instead of the route search field.

    A new tab "Related route" is available on the case, that displays the ongoing route.

    The route is listed in the Routing History tab of the case.
To apply a route on a case from the route:
  1. On the route's Content tab, start typing the case's title in the "Participating documents" search field.
    The cases whose title correspond to the typed characters are proposed.
  2. In the suggestion, click on the case you want to use the route on.

    The route's title is displayed under the search field.
  3. Possibly, search for other cases and add them to the list of cases.
  4. Click on the Execute route button.
    The first distribution stage of the route is done on the selected documents.
    A message saying "A route is started from this document" is displayed in the "Related route" section of the cases Content tab.
    A new tab "Related route" is available on the cases, that displays the ongoing route.
    The route is listed in the Routing History tab of the cases.
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