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In bxp software (bxp) there are many ways of displaying to display data. One of the most powerful of these is the a Worklist.
A worklist is the equivalent of a tick box exercise. , i.e. when the work is done, it disappears from the list. Except instead of a tick, you go into the record, choose an outcome and this which triggers the removal of the item.
The versatility of worklists lies in the fact that they can be repurposed re-purposed very easily. Again , as an example , changing the filters in an Excel spreadsheet is very simple to do.
= Background =
As Cross Linked report allows for parent – child relationship records to be displayed, a Work List WorkList is a variation on this theme. It allows a selection of records to be displayed with a view to each record being clickable. This report is used in scenarios such as
* Case Management: List all the tickets that are assigned to me
As a worklist report is a daily tool or a link to from other reports. e.g. https://ww3.allnone.ie/client/client_demo/main/rptWorklist.asp
The easiest way of building a worklist is to create your report as normal. Ensure that the data output of the report is exactly what you’d expected expect to see in a worklist. Then double check that the contents of your report change as new records are added by repulling generating the report again, and ensuring your reporting criteria are is correct.
From within your worklist you should be able to click the records to go and work on those records.
If you have any challenges in setting up and configuring these reports please feel free to contact us at support@bxpsoftware.com
= Initial Form Build =
* Worked example 2 : List all To Do items where Work Complete is Yes
* Worked example 3 : List all To Do items where Persons Name is Philip Lacey and Work Complete is No
= Initial Worklist Build - Worked example 1 =
* We need to choose All outcomes from the next screen, so click "Select All" and then click "Save and continue".
* Now we need to inlcude the fields to display in our worklist. So for this we only put a tick beside "Persons Name" and "Subject", then click "Save and Continue"
If you want to sort / order the data in your worklist, simply add the fields at the top of this page, separated by commas and the sorting will be applied.
[[File:Worklists004.png|800px]]
= Control Bar links to Worklists =
We now have the engine for our worklist completed. We now just need to make the worklist easy to get to. It is impractical to have the report buried down in the Data Profiling if the worklist is to be used on a frequent / regular basis. For this reason implementing it as a Control Bar button on the Main Menu is the general starting position.
You can leave all the settings as they are, scroll to the bottom and click "Create the Link". When done you are finished go back to the Main Menu. There should be a new menu item in Private called "Demo Worklist 1".
[[File:Worklists006.png|800px]]
[[File:Worklists007.png|800px]]
= Using the worklist =
[[File:Worklists009.png|800px]]
= Worklist Update - Worked example 2 =
[[File:Worklists012.png|800px]]
= Worked example 3 - Setup a personalised worklist =
Firstly we let the worklist know that it needs to look for a customised value. This begins the useage usage of the -- Notation [[The_--_field_notation_for_bxp_Forms]]. Into the parameter we add --strAgent-- instead of the persons name.
The interface bar for a worklist is 16. We need to ge get the unique ID of the worklist. ''Main Menu > Data Profiling > Customised - Group Management > Group - Edit Primary Details > Choose the form > '' On the next screen the ID for the Worklists is written beside each worklist. In this example system the Id is 155.
So for this , we add in the worklist to the paramters using 16-155 to denote a worklist with an Id of 155. The new listing becomes 17,22,25,2,7,4,18,16-155,13,19,5,26
To change the configuration, go to the I Want To bar at the bottom of the screen, click "My Details" find Interfacte Options > Main Menu and paste in the new list. As can be seen below , the worklist becomes integrate integrated into the Main Menu.
The above example will create a quick link to a worklist that has been created, when . When the worklist renders to screen it will automatically refresh every 5000 Milliseconds (5 Seconds).
When using the auto refresh functionality you must reference the refresh rate in Milliseconds, here are some helpful conversions
