Work Item Display: Standard View 

Use

The objective of the work item display is to display all the information and activities that are relevant to an end user in the environment of the displayed work item in a clear and concise manner.

The work item display supports the agent not only in the processing of the current work item but also in the compilation of an activity list, which then functions as the agent's personal worklist.

Integration

A technical work item display is available for work items of all other types. You can make this technical work item display standard for dialog work items as well.

The standard view of the work item display can be shown with or without ActiveX.

You make this setting for the work item display variant in your personal workflow settings.

Features

The work item display is primarily designed for displaying dialog work items. It contains details about deadlines, statuses, agents, attachments and linked objects for a work item. The work item display also enables an end user - providing they have the relevant authorization - to compile an activity list as their personal worklist.

The work item display has three tab pages (Basic data, Activities, and Available objects).

You can define another tab page, which is then displayed as the first tab page when the work item display is called.

Application toolbar functions

To be executed, a work item must have either the status ready or the status in process.

When a dialog work item is executed, the object method to which the single-step task for this work item refers is carried out.

When missed deadline work items are executed, the most important information on the monitored work item is displayed.

The return code that was returned to the workflow system after the object method was executed can be retrieved for processed work items using the Messages function.

Forwarding passes a work item on to another employee for execution.

If a user chooses this function, the selected work item is placed in workflow resubmissions.

Refer to Changing Priorities.

Refer to Changing Deadlines.

For attachments, refer to Attachment Management.

This reserves a work item for execution by the end user in question. The work item must have the status ready. This work item is then no longer visible to the other recipients who could previously see it in status ready. The status of the work item changes from ready to reserved.

Replacing releases the work item from its reserved status and makes it available again to all of the original recipients. The status of the work item changes from reserved back to ready. The status of the work item must be reserved before it can be replaced.

Refer to Send Mail.

This function displays the workflow log.

This function displays the graphical workflow log.

Additional functions in the menus

Work Item

The work item is put back into the workflow inbox. It has the status reserved.

Goto

You can use this function to execute the defined secondary methods of the work item displayed from the work item display.

A prerequisite for this is that the work item represents an activity that is part of a workflow. At least one secondary method must be defined for this activity.

The description text of the superordinate multistep task, the "process description", is displayed.

The work item must be part of a workflow and a description text must be maintained for the workflow.

Extras

This function can be used to display the definition of the task represented by the work item. Refer to Definition of a Single-Step Task and Definition of a Multistep Task.

Technical data about the work item, for example its ID, its texts or the ID of the superordinate work items are displayed.

Activities

You can access the work item display by: