Configuring Worklists

The Worklist section allows administrators to filter worklist items and set configurations for participants and process worklists. Note that it is not accessible if you have no administrator rights.

• Filter Providers
• Auto-Refresh
• Participant Worklist Configuration
• Process Worklist Configuration

Figure: Worklist configuration

Filter Providers

Using the Worklist view, you can filter worklist items. For example, you want to display the worklist items of a particular location to a specific role. In that case, you need to provide a filter in such a way that once logged in, the user/role can view the worklist items only of that particular location.

In the Filter Provider text box, enter the Filter Name and Java class file name. Save these configuration settings.

Figure: Worklist filter configuration

To apply the filter, you need to create a Java file for the filter, upload it to the classpath and deploy the model. Note that you can provide one or more filters using a comma separated list of filters. However, if the carnot.properties file contains the filter parameters, then the filter provided from the Configuration user interface is ignored. For more information on carnot.properties, refer to chapter Client Side Properties of the Stardust Documentation - Developer Handbook. Client Side Properties of the Developers Handbook.

For details on creating and applying worklist filters, refer to the tutorial Applying Worklist Filter of the Stardust Documentation - Developer Tutorials. Applying Worklist Filter of the Developers Handbook.

Auto-Refresh

In the Auto-Refresh section, you can set a refresh interval to refresh the worklist and launch panel. The value is set in minutes. Accepted values are whole numbers between 1-100. By default, the entry field is blank and no auto-refresh is performed.

Participant Worklist Configuration

The default configuration for all participants is provided in the table per default. You can change the default configuration or add participants you like to change the configuration for. The following functionality is available for participant worklist configurations:

• Importing configurations:
  
  To load an existing worklist configuration, click the Import button:

  

  A file upload dialog opens, where you can browse to the location of the configuration zip file.
  
  
• Exporting configurations:
  
  To export the changes you performed for the worklist configuration to a zip file, click the Export button:

  

  A browser dependent download dialog appears where you have to browse to the location where the zip file should be saved to.
  
  
• Adding a participant:
  
  To add a participant to the list, click the Add icon:

  

  A dialog opens where you can select the participant. This dialog is similar to the delegation dialog. For details on how to select a participant in this dialog, refer to section Using the Delegating Dialog. of chapter Delegating Activities. Note that the selection is restricted to roles, organizations or departments. Users cannot be selected. User worklists are using the default participant worklist configuration.
  
  
• Removing a participant:
  
  To remove a participant from the list, select it in the table and click the Delete icon:

  

  Note that the default configuration cannot be deleted.
  
  
• Configuring columns:
  
  To configure the columns for a specific participant, click the Configure Columns icon.

  

  The column selection dialog opens, where you can choose which columns should be displayed for the participant specific views.

  

  For details on selecting displayed columns, refer to chapter Selecting and Reordering Columns in Tables.
  
  
• Locking/Unlocking configurations:
  
  By default, new worklist configurations are unlocked, thus users may modify the worklist in the portal using the Column Selector mechanism described in chapter Selecting and Reordering Columns in Tables. When locked, the Column Selector icon will be disabled for this worklist. To lock or unlock the configuration for a specific participant, click the Lock/Unlock icon.

  

Process Worklist Configuration

The default configuration for all processes is provided in the table per default. You can change the default configuration or add processes you like to change the configuration for. The following functionality is available for process worklist configurations:

• Importing configurations:
  
  To load an existing worklist configuration, click the Import button:

  

  A file upload dialog opens, where you can browse to the location of the configuration zip file.
  
  

  

• Exporting configurations:
  
  To export the changes you performed for the worklist configuration to a zip file, click the Export button:

  

  A browser dependent download dialog appears where you have to browse to the location where the zip file should be saved to.
  
  
• Adding processes:
  
  To add a process to the list, click the Add icon:

  

  A dialog opens where you can select one or more process(es) to add:

  

• Removing processes:
  
  To remove one or more process(es) from the list, select it/them in the table and click the Delete icon:

  

  Note that the default configuration cannot be deleted.
  
  
• Configuring columns:
  
  To configure the columns for a specific process, click the Configure Columns icon.

  

  The column selection dialog opens, where you can choose which columns should be displayed for the selected process.

  

  For details on selecting displayed columns, refer to chapter Selecting and Reordering Columns in Tables.
  
  
• Locking/Unlocking configurations:
  
  By default, new worklist configurations are unlocked, thus users may modify the worklist in the portal using the Column Selector mechanism described in chapter Selecting and Reordering Columns in Tables. When locked, the Column Selector icon will be disabled for this worklist. To lock or unlock the configuration for a specific participant, click the Lock/Unlock icon.