Workflow Worklist Window

You can use this window to:

View the tasks you are involved in
Pick up the tasks

From this window, you can open theTask Details Window to process and forward tasks.

To open this window, from the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step Workflow Workflow Worklist End of the navigation path .

General Area

Status
Select the status of the workflow task. All – include To be picked, In Process, Completed , and Error Not Completed – include To be Picked, In Process, and Error. To be Picked – display the tasks that are not picked up yet In Process – display the tasks that have been picked up but are not processed yet Completed – display the tasks that are processed successfully Error – display the tasks that have an error The option you select here determines the tasks display in the table area.

Task Preview
Displays the description of the task. To specify the task description, use Workflow designer in SAP Business One Studio.

Details
Opens the Task Details window.

Pick Up
Lets you pick up the task.

Refresh
Displays the updated task information.

Table Area

Task ID
Displays the ID of the task. Click the link arrow to the left of a task ID; the Task Details window opens. In this window you can do the following: See the detailed information about that task Pick up that task Process that task Forward that task to other users

Task Name
Displays the name of the task.

Workflow Template
Displays the name of the template to which the task belongs.

Instance ID
Displays the instance ID to which the task belongs. Clicking the link arrow to the left of an instance ID opens the Workflow Instance window. In this window, you can start workflow instances and visualize the process of the instances.

Enter Date
Displays the date on which the task was assigned to the owner.

Due Date
Displays the date on which the task is due. Note Due Date = Enter Date + Duration To specify the duration, use Workflow designer in SAP Business One Studio. End of the note.

Status
Displays the status of the tasks. To be Picked – indicates the tasks that are not picked up yet Picking – indicates the tasks that are being picked. Once picking is finished, the status changes to In Process. In Process – indicates the tasks that have been picked up but are not processed yet Completing – indicates the tasks that are being completed. Once the tasks have been completed, the status changes to Completed. Completed – indicates the tasks that are completed successfully Error – indicates the tasks that have an error Note To view the error information in the Workflow Message Log window, click Error in the Status column. End of the note.

! (Priority)
Display the priority of the tasks.

Pick Up
Lets you pick up the task. Once you pick up the task, this checkbox is disabled.

More Information

Starting workflow instances and visualizing the process of the instances

Picking up and Processing the tasks