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.
- If the Query Definition dialog box is not displayed, select a location to search.
Click Define Query on the toolbar.
- 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 Process Configuration Console
display by default. If an exposed field does not exist for a particular work item, a default
value displays.
- 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.).
- 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
or DB2 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.
- To add additional criteria, click AND or OR, 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.
- Click OK to start the search.
Display work items in a specific order
- If the Query Definition dialog box is not displayed, select a location to search. Click Define
Query on the toolbar.
- 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 Process Tracker is the order in which the work items were created.)
If you select an index, click Advanced to further restrict the search results by entering minimum and maximum values for the indexed
fields.
- 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:
- Select F_Subject in the Search Fields list.
- Select 'like' in the Operator box.
- 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:
- Select F_Enqueue_time in the Search Fields list.
- Select an appropriate operator (greater than, less than).
- 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
|