Personalizing the UWL Display

Use

Use personalization options to customize the display options to be used for the Universal Worklist display. These personalization options allow you to change views so that they contain only the worklist information that is relevant to you. When using the Personalize view, you modify the display attributes of the current UWL View. You can either modify the display attributes of one of the default views or create your own user-defined view.

Procedure

  1. To call the personalization options, use the small icon in the upper right corner of the iView ( Quick info).
  2. Choose Personalize View. The Personalize view is displayed.

Create a New User-Defined View

  1. To create a new view, choose Duplicate.
  2. Enter a name for the new user-defined view.
  3. Choose Apply, and define the properties of the view as described below.

Change or Define View Properties

Change Attribute Display

  • To remove an attribute tab from the view, select the one you want to remove and choose Remove From Current View.

  • To add an attribute tab to the display, select it in the dropdown menu next to the Add button. Choose Add.

  • To move the column position of an attribute tab, select the attribute tab and then move it left or right in the tab sequence using the left (<<) or right (>>) arrows, until it is in the position you want.

For each selected attribute you can specify more detailed personalization:

  • Horizontal alignment

  • Width

When you are finished with your personalization changes, choose Save to return to the worklist display. Otherwise, choose Cancel to terminate the personalization activity without change.

To delete your own personalization view, choose the Delete button.

To restore the default view of the worklist and remove the current personalization of the default view, select the Restore Defaults button in the left frame.

Flag Started Tasks

In the universal worklist (UWL) you can display that a task has already been started. The result, or status, is not known at the time of display in the UWL.

  1. To display started tasks as flagged, in the Personalize Tasks display, choose the entry Launched in the dropdown menu next to the Add push-button.
  2. Choose Add .

Started tasks are then displayed with the Quick info symbol in the UWL.

After refreshing the UWL the symbol disappears from in front of the task because it has either been completed in the started application, and the task is no longer displayed under new tasks or tasks to be completed in the UWL or because the task has not yet been completed and remains as a task yet to be processed in the UWL.

Change Sorting Properties

In this personalization section you determine the order of the task items displayed.

In the first group box you select the column with the highest sorting priority. You can specify if the sorting should be ascending or descending. You can add two additional sorting columns to sort items that have equal value in the previous sorting column.

Set Further Options

Here you can specify:

  • Number of work items to be displayed on a page

  • Automatic page refresh rate

    This rate refers to the update of the view in the Universal Worklist. It does not involve any access to the back end system.

  • Query data range. This is the time period to retrieve workitems. Items older than this period will not be retrieved. Note that this option is available only if the queryRange View property value is different than “undefined”. See the Configuration DTD, View section for more information about the UWL View properties.

The preview gives you the opportunity to specify:

  • The number of days before the due date when a task item turns red, to indicate severe time concern.

  • The number of days before the due date when a task item turns yellow, to indicate warning of due date.

  • The names and characteristics of view filters that allow you to select or delete certain tasks based on selection criteria, such as keywords within attributes.

Setting the Page Display

Here you can specify:

  • Whether to display the page header or not

  • Whether to display the page footer or not

Reset Changes

Chose Restore Defaults to return to the original display (without your personalizations).