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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.
= Background =
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
* Case Management: List all the tickets that are assigned to me
* HR Management: List all staff records in a particular department
* Contact Management: List all records that are currently escalated and need review.
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 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.
https://ww3.allnone.ie/client/client_demo/main/rptWorklist.asp?ID=14
As this is not easy to remember, the system is able to create an easy to use button on your Main Menu to make it a single click exercise. The URL can also be used in eCourse Assets and other dynamically created parts of the system.
There is also a dedicated Worklist interface bar to allow worklists to be displayed on every single page of the system. It has an Id of 16. For more details see [[Interface_Bars]]
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 testing a Worklist is:
* ''Main Menu > Data Profiling > Instant – Dashboards > Control Bar Button – Worklist > Choose your form > Choose your Custom Group >'' The Control Bar options are presented to allow you create the button
* Give the link a unique name to help you identify it for yourself
* Create the Link
* From the Main Menu find your new link under “Personal”
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