Viewing Worklists

You can have an overview over worklists of specific roles or users in the general Worklist view. You can open this view from the Workflow Execution Perspective launch panel. For details refer to section Using the Launch Panel in the Workflow Perspective of chapter Using Launch Panels. The view lists the name of the pending activities, the according descriptors and the starting and last modifying time.

The heading of the Worklist view displays the role name and the department name if exists.

In case the role or organization is scoped, it is displayed in the following way:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Default departments are marked with a ? following the organization or role name.

If the name is too long to be displayed completely, you can see the complete names in the provided tooltip when you hover your mouse over the heading.

Using the Worklist Table

The following details about the activities in the worklist are displayed:

ColumnDescription
ActivityName of the activity along with their eventual quality assurance state. Refer to section Activity for details.
Activity OIDOID of the activity
CriticalityCriticality of the activity
PriorityPriority of the activity
Descriptors

Descriptors belonging to the process the activity belong to.
For a general description on descriptors displayed in activity table columns, please refer to section Descriptors of chapter Working with Activity Tables.

Note that if the Suppress Display of Blank Descriptors in Common Tables option is selected in the Configuration Panel then descriptors that have no value are not displayed in the Descriptor column in a worklist table.

Start TimeStart time of the activity
Last ModifiedTime of the last modification
DurationDuration of the activity in days, hours, minutes and seconds
Last PerformerUser who has last activated the activity instance
ActionsAvailable actions

General Worklist View
Figure: The Worklist View

The following columns are not displayed, but can be added via the Select Column filter:

Additional Descriptor Columns
Figure: Example Additional Descriptor Columns.

The column configuration setting can be edited individual for each separate worklist, except for the date-driven worklist opened via the Activities you have been working on launch panel (see section Activities you have been working on in chapter Using Launch Panels).

For detailed information about a specific activity, click this activity in the Activity column to open the Process Details view, which is described in detail in chapter Viewing Process Details.

Refreshing the Worklist

You can update the worklist of the user by clicking the Update button provided in the upper-right corner of the page. Refreshing a worklist also updates the worklist item count in the Workflow Execution launch panels.

An administrator also has the option to set an automatic refresh interval in the Configuration Panel. Refer to section Auto-Refresh of chapter Configuring Worklists for details.

Activity

The Activity column displays the name of the activity. For default case activities, the case name is displayed as activity name. For more information on Cases, please refer to the chapter Case - Grouping Processes of the Stardust Concepts Case - Grouping Processes of the Concepts handbook.

Quality assurance states

Quality assurance activity instances are created in the worklist of the quality assurance participant modeled for the corresponding activity.

If an interactive activity is marked for quality assurance, an icon for quality assurance is added to an activity instance in the following cases:

For details on quality assurance for interactive activities, refer to chapter Quality Assurance in the Stardust Concepts Quality Assurance in the Stardust Concepts section.

Priority

The priority differs between high, normal and low priority. They are indicated via colored flags as follows:

Criticality

This column displays the criticality category of the activity instance as icon. By default, criticality is of three types and it is indicated in colored flags:

To view the criticality value, move the mouse over the criticality flag in the Criticality column. The criticality category and value get displayed as tooltip text for the selected criticality.

Criticality - Tooltip
Figure: Criticality Value - Tooltip

Refer to chapter Configuring Criticality Settings for details on criticality categories and what the meaning of the icons. For general details on criticality calculation, refer to chapter Activity Criticality of the Stardust Concepts. Activity Criticality of the Stardust Concepts section. In case the criticality contains an invalid value for category, the following flag is displayed: .

Activities can be started directly out of the worklist by clicking on the activity's name.

Activity Operations

Viewing Process Details

Clicking on the Process Details icon invokes the Process Details View.

Process Context
Figure: Open the Process Details View.

Please refer to chapter Viewing Process Details for detailed information on this view.

Delegating an Activity

To delegate an activity, you need to have the permission to delegate it to other users. Refer to the chapter Authorization in the Stardust Online Documentation - Modeling Guide Authorization of the Modeling Guide for detailed information on this permission.

Delegating activities from the toolbar

In case you have the permission to delegate activities selected in the table to other users, the Delegate icon in the toolbar is enabled.

To delegate the selected activities, click the Delegate button.

Delegate Selected Activities
Figure: Delegate selected activities

The Delegation Dialog opens, where you can choose the user(s) or role(s) you want to delegate the activity to.

Please refer to chapter Delegating Activities for detailed information on delegating activities.

Delegating activities from the Actions column

In case you have the permission to delegate an activity to other users, the Delegate icon in the Actions column is enabled.

To delegate the activity, click the Delegate icon in the Actions column:

Delegate
Figure: Delegate the Activity.

The Delegation Dialog opens, where you can choose the user(s) or role(s) you want to delegate the activity to.

Please refer to chapter Delegating Activities for detailed information on delegating activities.

Aborting an Activity

If the following requirements are fulfilled, the abort button () is enabled:

Please refer to chapter Aborting Activities for detailed information on aborting activities.

Aborting activities from the toolbar

To abort activities selected in the table, click the Abort icon in the toolbar:

Abort Selected Activities

Aborting activities from the Actions column

To abort an activity, click the Abort icon in the Actions column, as shown in the following screenshot:

Abort
Figure: Abort the Activity.

Viewing and Adding Notes

To view or add new notes pertaining to the according activity, select the Notes icon.

Open Notes View
Figure: Open the Notes View.

Please refer to the chapter Viewing and Editing Notes for detailed information on adding and viewing notes.

Filtering Data Entries

You have the option to filter the data in the following columns:

Please select the filter icon to open the filter dialog, described in chapter Filtering.

Configuring the Worklist

The default entries in the column selector can be determined by the administrator in the Configuration Panel for specific participants or processes. For details refer to chapter Configuring Worklists. In case the worklist configuration is locked for the participant or the process, the Select Column icon is disabled.

Select Columns - disabled
Figure: Disabled Select Columns

Workflow Execution Training Video

The following video describes the workflow execution user interface, its process as well as document management functions used in the workflow:

Note that this video was created in an earlier Stardust version than the current. Some functionality or design might have changed meanwhile.

You find more training videos for related and other topics on our Self-Learning Trainings Stardust Wiki page.