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Personal Work Manager
How Personal Work Manager is organized
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Open assigned work
Open unassigned work
Refresh the display
Open the next set of results
Manage the display of work
Customize column display
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Manage the display of work

Specify how work items display in your Inbox, Tracker queue, and work queues to manage large numbers of work items.

You can:

  • Create filters that display only work items that meet specific criteria.
  • Specify the sort order for work items.
  • Identify what each work item displays in the list columns.

Create filters to display only work items that meet specific criteria

TIP If you want to display all work items, do not apply filters.

  1. If the Query Definition dialog is not displayed, select a location to search.
    Click Define Query on the toolbar.
  2. On the Criteria tab, select the search field you want to use in the filter.

    In addition to FileNet-defined fields (fields beginning with "F_"), the Fields list can also contain data fields defined in your workflows. Your system administrator can configure data fields for each work queue using Process Configuration Console. This will make it possible for you to find work items that contain particular values for these fields.

    All fields exposed in the Process Configuration Console display by default. If an exposed field does not exist for a particular work item, a default value displays.

  3. In the Operator box, select the operator you want to use with the selected field. For string fields, use the 'like' operator. (See the examples in this topic.).
  4. In the Value box, enter the value or expression you want to compare.
    • For time fields, use a valid time format.
    • For boolean fields, Personal Work Manager converts the value you enter when inserting it into the edit box as follows: true = 1, false = 0.
    • For string fields, you can enter the exact string, or use wildcards. (See the examples in this topic.)
    • Searches against an SQL Server database are not case-sensitive; searches against an Oracle database are case-sensitive.

    Click Insert to move the criterion to the edit box. Note that you can manually edit or create filter conditions in the edit box.

  5. To add additional criteria, click the AND or OR button, and repeat steps 2 through 4. Use parentheses to modify the precedence of the operators in an expression. Clicking the AND, OR, (, or ) buttons places the corresponding text or symbol at the end of the filter conditions in the edit box.
  6. Click OK to start the search.

Display work items in a specific order

  1. If the Query Definition dialog is not displayed, select a location to search. Click Define Query on the toolbar.
  2. Select an index from the Use index drop-down. Each index represents a list of fields that determine how the work items are sorted. The default index for your Inbox and work queues is PWDefaultOrder, which lists the work items in the order that they entered. (The default order for Tracker is the order in which the work items were created.) If you select an index, click the Advanced button to further restrict the search results by entering minimum and maximum values for the indexed fields.
  3. Click OK to display the results in the specified order.

Specify information that displays in the columns

See Customize column display.

Example 1: Find work items with specific text in the subject:

  1. Select F_Subject in the Search Fields list.
  2. Select 'like' in the Operator box.
  3. Enter the text string in the Value box.

For example, to find all work items with the phrase 'Expense report' in the subject, enter %expense report%.

Search Fields Operator Value

F_Subject

like

%expense report%

Example 2: Find work items that were added to the queue within a relative timeframe:

  1. Select F_Enqueue_time in the Search Fields list.
  2. Select an appropriate operator (greater than, less than).
  3. Enter the time value.

For example, to find all work items that were sent to the queue today (8/18/00), select the 'greater than' operator, then enter 08/17/00 11:59 pm (yesterday's date) in the Value field.

Search Fields Operator Value

F_Enqueue_time

greater than

08/17/00 11:59 PM