Bxp - Worklists - Revision history

Philip Lacey at 17:28, 6 January 2016

2016-01-06T17:28:24Z

Philip Lacey: /* Worklist Update - Worked example 2 */

2016-01-06T17:25:25Z

‎Worklist Update - Worked example 2

Philip Lacey: /* Using the worklist */

2016-01-06T17:24:53Z

‎Using the worklist

Philip Lacey: /* Control Bar links to Worklists */

2016-01-06T17:23:05Z

‎Control Bar links to Worklists

Philip Lacey: /* Initial Worklist Build - Worked example 1 */

2016-01-06T17:21:50Z

‎Initial Worklist Build - Worked example 1

Philip Lacey: /* Initial Form Build */

2016-01-06T17:20:55Z

‎Initial Form Build

Philip Lacey: /* Background */

2016-01-06T17:20:25Z

‎Background

Philip Lacey: /* Overview */

2016-01-06T17:17:40Z

‎Overview

Philip Lacey at 09:02, 5 January 2016

2016-01-05T09:02:29Z

Philip Lacey: /* Initial Worklist Build - Worked example 1 */

2016-01-02T13:17:10Z

‎Initial Worklist Build - Worked example 1

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-Firstly we let the worklist know that it needs to look for a customised value.  This begins the useage of the -- Notation [[The_--_field_notation_for_bxp_Forms]].   Into the parameter we add --strAgent-- instead of the persons name.
+Firstly we let the worklist know that it needs to look for a customised value.  This begins the usage of the -- Notation [[The_--_field_notation_for_bxp_Forms]].   Into the parameter we add --strAgent-- instead of the persons name.
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-The interface bar for a worklist is 16.  We need to ge 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.
+The interface bar for a worklist is 16.  We need to 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
+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 into the Main Menu.
+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 integrated into the Main Menu.
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-The above example will create a quick link to a worklist that has been created, when the worklist renders to screen it will automatically refresh every 5000 Milliseconds (5 Seconds).
+The above example will create a quick link to a worklist that has been created.  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

← Older revision		Revision as of 17:25, 6 January 2016
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	[[File:Worklists012.png\|800px]]		[[File:Worklists012.png\|800px]]
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	= Worked example 3 - Setup a personalised worklist =		= Worked example 3 - Setup a personalised worklist =

← Older revision		Revision as of 17:24, 6 January 2016
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	[[File:Worklists009.png\|800px]]		[[File:Worklists009.png\|800px]]
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	= Worklist Update - Worked example 2 =		= Worklist Update - Worked example 2 =

← Older revision		Revision as of 17:23, 6 January 2016
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−	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.	+	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 in 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.


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−	You can leave all the settings as they are, scroll to the bottom and click "Create the Link". When ~~done~~ go back to the Main Menu. There should be a new menu item in Private called "Demo Worklist 1".	+	You can leave all the settings as they are, scroll to the bottom and click "Create the Link". When you are finished go back to the Main Menu. There should be a new menu item in Private called "Demo Worklist 1".

← Older revision		Revision as of 17:21, 6 January 2016
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−	If you want to sort / order the data in your worklist, ~~simple~~ add the fields at the top of this page, separated by commas and the sorting will be applied.	+	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.

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 * 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 =

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-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
+As a worklist report is a daily tool or a link to other reports. e.g.  https://ww3.allnone.ie/client/client_demo/main/rptWorklist.asp
-Then 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.
+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.
@@ Line 51: / Line 51: @@
-From within your worklist you should be able to click the records to go and work on those records.
+From within your worklist you should be able to click the records to work on.
 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 =

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-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 triggers the removal of the item.
+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 which triggers the removal of the item.
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 The versatility of worklists lies in the fact that they can be re-purposed very easily.  Again, as an example, changing the filters in an Excel spreadsheet is very simple to do.
 = Background =

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-In bxp software (bxp)  there are many ways of displaying data.  One of the most powerful of these is the Worklist.
+In bxp software (bxp)  there are many ways to display data.  One of the most powerful of these is 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 triggers the removal of the item.
+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 triggers the removal of the item.
@@ Line 14: / Line 14: @@
-The versatility of worklists lies in the fact that they can be repurposed very easily.  Again as an example changing the filters in an Excel spreadsheet is very simple to do.
+The versatility of worklists lies in the fact that they can be re-purposed very easily.  Again, as an example, changing the filters in an Excel spreadsheet is very simple to do.
@@ Line 21: / Line 21: @@
-As Cross Linked report allows for parent – child relationship records to be displayed, a Work List 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
+As Cross Linked report allows for parent – child relationship records to be displayed, a 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
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-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 to see in a worklist. Then double check that the contents of your report change as new records are added by repulling the report and ensuring your reporting criteria are correct.
+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 expect to see in a worklist. Then double check that the contents of your report change as new records are added by generating the report again, and ensuring your reporting criteria is correct.

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 * 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"
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 [[File:Worklists004.png|800px]]
 = Control Bar links to Worklists =