Difference between revisions of "bxp - Worklists"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) (Created page with "In Business Express (BeX) there are many ways of displaying data. One of the most powerful of these is the Worklist.") |
Philip Lacey (talk | contribs) |
||
| Line 1: | Line 1: | ||
| + | = Overview = | ||
| + | |||
| + | |||
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 of displaying data. One of the most powerful of these is the 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. | ||
| + | |||
| + | |||
| + | Worklists at their core are a report with very specific parameters. Another example is a filtered Excel spreadsheet showing only records to be worked on. | ||
| + | |||
| + | |||
| + | 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. | ||
| + | |||
| + | |||
| + | |||
| + | = Setup - A simple worklist = | ||
| + | |||
| + | |||
| + | For the worked example we start with a form which is a simple To Do List. | ||
| + | |||
| + | |||
| + | The form has four questions. Persons name (text box), complete (yes/no) subject (text box) and description (text area). | ||
| + | |||
| + | |||
| + | Into this form we put a number of tasks to be done as simple examples: | ||
| + | # Philip Lacey | No | Write Wixi Article | A full write up on Worklist reports | ||
| + | # Philip Lacey | No | Write Wixi Scenario | Create a scenario to demonstrate how useful bxp is for many situations | ||
| + | # Philip Lacey | No | Perform Security Checks | Perform 4 weekly security checks and send results back to the Security department | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | = Setup - A personalised worklist = | ||
| + | |||
| + | == Dynamic Parameters == | ||
| + | |||
| + | |||
| + | = Customising the interface to use Worklists = | ||
Revision as of 22:00, 25 November 2014
Contents
1 Overview
In bxp software (bxp) there are many ways of displaying data. One of the most powerful of these is the 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.
Worklists at their core are a report with very specific parameters. Another example is a filtered Excel spreadsheet showing only records to be worked on.
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.
2 Setup - A simple worklist
For the worked example we start with a form which is a simple To Do List.
The form has four questions. Persons name (text box), complete (yes/no) subject (text box) and description (text area).
Into this form we put a number of tasks to be done as simple examples:
- Philip Lacey | No | Write Wixi Article | A full write up on Worklist reports
- Philip Lacey | No | Write Wixi Scenario | Create a scenario to demonstrate how useful bxp is for many situations
- Philip Lacey | No | Perform Security Checks | Perform 4 weekly security checks and send results back to the Security department
