Show TOC

Procedure documentationChanging and Personalizing Worklists

 

If you work with personal object worklists, you can:

  • Personalize the worklist

    For each user, you can delete or display existing categories and queries in the user's personal object worklist. You can also rename the categories and queries as required.

  • Create new queries and categories

    You can create new queries and assign them either to existing categories or to new categories that you create.

  • Change existing queries

    For existing queries, you can change both the selection criteria and the columns displayed by the system.

Procedure

Personalizing a Worklist

  1. In the worklist view, choose Personalize.

  2. Personalize the worklist by carrying out one or more of the following steps:

    • Rename the categories or queries by selecting the required category or query and choosing Rename.

    • Transfer queries to the worklist as described below:

      • Select the required query in the Available Queries area.

      • Select the category to which you want to assign this query in the Active Queries area.

      • Choose Add.

    • Delete queries that you do not need from the worklist by selecting them in the Active Queries area and choosing Remove.

    • Create new categories by choosing Add Category and entering the name of the new category.

    • Delete queries that you do not need (including all queries that this category contains) from the worklist by selecting them in the Active Queries area and choosing Remove Category.

    • Select the Set Default Query radio button for the query that the system should open when it displays the worklist.

Creating New Queries

  1. Choose Define New Query in the worklist view.

  2. Select the required object type from the Select Object Type dropdown list.

  3. Enter the required information and choose Next.

  4. Enter the required criteria and choose Next.

    Required entry fields are marked with an asterisk (*).

  5. Entry a description for the query and choose Activate Query.

  6. Choose Finish.

Changing Existing Queries

  1. In the worklist view, select the query you want to change.

    A list of active queries is displayed.

  2. Choose Change Query.

  3. Change the required criteria.

    Required entry fields are marked with an asterisk (*).

  4. Choose Apply.