Figure: The Worklist View
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.
The following details about the activities in the worklist are displayed:
| Column | Description |
|---|---|
| Activity | Name of the activity along with their eventual quality assurance state. Refer to section Activity for details. |
| Activity OID | OID of the activity |
| Criticality | Criticality of the activity |
| Priority | Priority of the activity |
| Descriptors | Descriptors belonging to the process the activity belong to. 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 Time | Start time of the activity |
| Last Modified | Time of the last modification |
| Duration | Duration of the activity in days, hours, minutes and seconds |
| Last Performer | User who has last activated the activity instance |
| Data | Primitive data associated with the activity |
| Actions | Available actions - please refer to section Activity Operations for details on provided actions for activities in the table |
Figure: The Worklist View
The following columns are not displayed, but can be added via the Select Column filter:
Figure: Worklist with Selected 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.
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 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.
The priority differs between high, normal and low priority. They are indicated via colored flags as follows:
This column displays data for activities created in the Model & Go! or Modeling perspective only. You can modify the data while completing an activity or completing activities in bulk. The modified values persists in the database on completion of the activities. For more information, please refer to section Bulk Completion of Activities of chapter Completing Activities. In case the activities were created in the Modeling perspective, this column displays data if the primitive data with out-data mappings for the activity is set and the manual task property Allow Bulk Completion from Worklists check box is selected.
Figure: Worklist Data Column - Modeling perspective
Figure: Worklist Data Column - Model & Go!
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.
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 name.
You can export the worklist table content to a CSV file. Click one of the
/
icons in the toolbar. Please refer to chapter
Exporting Table Content
for details on exporting table content.
You have the option to filter the worklist table by Business Objects. To use this filter click the
Filter icon 
in the
toolbar of the table.
The Filter by Business Object dialog opens. In the drop-down list select a Business Object to filter the table by.
Figure: Filter by Business Object dialog
Note that the filter considers the logged-in users access to Business Object instances or departments.
A new field is provided to enter the Business Object instance(s) to filter for. Once you start typing, a drop-down list provides the values matching the typed-in pattern. Select the instance from the list or enter it directly. Note that you can enter several instances for filtering.
Figure: Enter a value to filter by
Click Apply Filter to apply the filter or Reset Filter to reset the filtering.
Figure: Enter a value to filter by
If you have selected to apply the filter, the worklist table is refreshed accordingly and the filter details are displayed in the toolbar next to the filter icon.
Figure: Filter value displayed in toolbar
Worklist tables provide sorting and filtering as described in the following sections.
You have the option to filter the data in the following columns:
Please select the filter icon
to open the filter
dialog, as described in section
Filtering Data Entries of chapter
Filtering and Sorting Data Entries.
The table may be sorted by any sortable column by clicking the sort icon
in the column header.
The table data can be toggled between ascending and descending order when the sort icon is
clicked.
Please refer to section Sorting Table Content of chapter Filtering and Sorting Data Entries for detailed information.
You can save your filtering and sorting settings for your next Portal sessions. You can do this by clicking
icon in the toolbar of your worklist
table. The settings will persist across Portal sessions.
A filled star icon 
indicates that the current filter and order settings will be saved. To disable the save option, click the star icon
again.
Please refer to section Saving Filter and Sort Order Settings of chapter Filtering and Sorting Data Entries for details.
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.
Worklist will not refresh itself automatically when the View is activated by tab switch or by clicking on it. It will refresh only when any activity was previously activated from the Worklist View. Note that this is not related to auto-refresh settings of worklist configuration. The auto-refresh settings would still refresh at specified time interval.
Activity operations can be performed from the table toolbar or the Actions column in the table row of the activity instance.
Apart from the actions for viewing notes and process documents, a menu is available in the Actions column where you can select other actions from. To open this menu, click the ... entry.
Figure: Actions menu
The following activity operations are available for activity instances in the Worklist table:
Selecting the 
Process Details option in the Actions column menu invokes the Process Details View.
Please refer to chapter Viewing Process Details for detailed information on this view.
You can complete activities in a Worklist table either by bulk completion from the toolbar or individually from the Actions column.
If bulk completion is configured for selected activities, the Complete All icon
is enabled in the
toolbar. Click this button to complete the selected activities via bulk completion.
For details on requirements for bulk completion and optional data editing, please refer to section Bulk Completion of Activities of chapter Completing Activities.
To complete an activity from the Actions column, select the
Complete option in the
Actions column menu.
A dialog opens to confirm the completion of the activity instance.
Figure: Confirmation Dialog
A dialog opens to confirm the successful completion.
Figure: Success Dialog
To delegate an activity, you need to have the permission to delegate it to other users. Refer to section Authorization of chapter Specifying Activity Properties in the Business Process Modeling Handbook for detailed information on this permission.
In case you have the permission to delegate activities selected in the table
to other users, the Delegate icon
in the toolbar is enabled.
Click this button to delegate the 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.
In case you have the permission to delegate an activity to other users, you can delegate an activity instance by
selecting the
Delegate option in the Actions column menu.
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.
If the following requirements are
fulfilled, the abort button
(
) is enabled:
Please refer to chapter Aborting Activities for detailed information on aborting activities.
To abort activities selected in the table, click the Abort
icon in the toolbar.
To abort an activity from the Actions column, select the
Abort option from the menu.
To view or add new notes pertaining to the according activity,
select the Notes icon
in the
Actions column.
Please refer to the chapter Viewing and Editing Notes for detailed information on adding and viewing notes.
To view which documents belong to the process of an activity, click the
icon.
A list opens, which displays all process attachments, specific documents and correspondence of the process the activity belongs to.
Figure: Viewing Process Documents
If the process supports process attachments, the Process Attachments folder displays at the top of the menu. Process Attachments are listed under this folder starting with the oldest document at the top and the newest at the bottom.
Clicking a document opens it in the appropriate Document viewer.
Figure: Viewing Process Attachments
If specific documents are configured, the Specific Documents node displays below the process attachments. For details on specific documents, please refer to section Specific Documents of chapter Viewing and Managing Process Documents.
Specific Documents are listed under this folder in the order in which they are set up in the model, for example the data path sequence.
Clicking a document opens it in the appropriate Document viewer.
Figure: Viewing Process Attachments
In case correspondence has been created for the process the activity belongs to, a Correspondence folder is displayed containing the correspondence documents.
Figure: Correspondence Documents
To view a correspondence, click its node. A viewer opens, which displays the correspondence in read-only mode.
Please refer to chapter Viewing Correspondence Artifacts for details.
To open each document in its own viewer, click the Open all Documents option.
Figure: Open all Documents
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 not available.
Figure: Worklist toolbar with no Select Columns button