When you are defining an application space and specifying
roles for that application space, you can create in-baskets that will
hold work items that are appropriate for that role.
In-baskets are filtered views of the work items in a queue,
so you can also create an in-basket as part of queue properties.
To access the In-basket Creation wizard:
- If the In-basket Creation wizard is not open, from the
Configuration Console tree view, open Application Spaces.
- Right-click an existing application space, and select Properties.
- Click the Roles tab and select the
role.
- To create a new in-basket for this role, click the Create
In-basket icon next to Select In-baskets for
this Row.
Option |
Description |
Queue selection |
- In the Queue Selection window, enter a name
for the in-basket. As a member of a Role, a user might have a choice
of in-baskets, so the name should provide a clue about what kinds
of work items will be in this in-basket.
- Select the queue that will hold the work items.
- Enter a description that will be displayed for the user who will
select an in-basket to process.
- Keep the column label, or double-click it to change the label
to a customized name.
- Click Sortable to access the menu from
Content Order. If you do not click Sortable,
you cannot access the Content Order list.
- Click Next.
|
Column selection |
- Click Add to display a list of all the
exposed field in the queue. Select one or more columns of data fields
for the in-basket.
Each work item in the in-basket will display
the values in these fields to help the user identify work items.
For
example, you might select F_Subject (String) which displays the subject
of the workflow and also select one or more of the exposed data fields.
Most of the other system fields that start with F_ are not useful
to the user.
- Click Next to define one or more filters
that the user can use to display only certain work items in the in-basket.
If you click Finish and do not define a query,
all work items in the queue will display in the in-basket.
|
Filter definition |
- In the Filter Definition inbox, enter a
name for the filter. The name should provide a clue about what this
filter will do.
In the Properties pane, you can change the name
of the filter and you can also provide a more friendly title that
the user will see.
- Enter a description that will be displayed for the user.
- In Filter Criteria, select a field and
an operator that the user can use to search for specific work items.
It
is usually more helpful for the user to be able to select values for
data fields in the workflow, rather than system fields. For example,
you could create an in-basket filter named Find Customer,
and select the CustomerName field and operator like to
enable the user to choose work items by customer name.
You
can create multiple in-basket filters for an in-basket.
- Double-click the icon in the ToolTip column to enter customized
hover help text, then click OK.
|
Query definition |
- In the Query Definition window, select either Allow
All Content or Create a filter to define In-basket
content. If you select Allow All content,
you can see the query result set, without filtering out information.
It is not displayed to the user.
- You can create multiple conditions using AND and OR as
appropriate for your query. Only work items that meet the conditions
you specify will be displayed in the in-basket.
For example, for
an application that involves checking credit for loan applications,
you could create one in-basket with a query that selects LoanAmounts
less than 100000, and a different in-basket with a query that selects
LoanAmounts equal to or greater than 100001.
- Click Finish to define one or more filters
that the user can use to display only certain work items in the in-basket.
|