Changes

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

Then a A number of parameters are passed to it, namely the ID of the Campaign Group which is holding the Worklist settings. So if our Custom Group had an ID of 14 the URL would be.

From within your worklist you should be able to click the records to go and work on those records.

If you want to sort / order the data in your worklist, simple simply add the fields at the top of this page, separated by commas and the sorting will be applied.

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".

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).