bxp - Worklists
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.
Worklists are developed and set up through the Data Profiling module 
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
2.1 Initial Form Build
For the worked example we start with a form which is a simple To Do List. Building a form is covered in CC-1-3 available from Contact_Centre_Training
The form has four questions. Persons name (text box), Work complete (yes/no) Subject (text box) and Description (text area). We do the field mapping on the form as well.
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
We now have enough information to create a meaningful worklist.
Thinking of the situation, there are a number of worklists which might be useful
- Worked example 1 : List all To Do items where Work Complete is No
- 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
- Worked example 4 : List all To Do items where Persons Name is Philip Lacey and Work Complete is No
2.2 Initial Worklist Build
Lets build the first worklist. As mentioned at the outset a work list at its core is a report. Worklists are formed from Customised Groups. CC-2-4 Data Profiling - Custom reporting (CC) available from Contact_Centre_Training covers Customised Group reports in detail.
In summary... Main Menu > Data Profiling > Customised - Group Management > Group - Create >
Group Generation :
- Form : Choose the form created above
- Group Name : Demo Worklist 1
- Unique Data Records : Yes. We want to only ever had a work item appear once in the list. If no, CCLs can cause work list items to repeat.
- Output Format : Worklist.
- Click "Save and Continue".
- Don't choose any users from the next screen, as we don't need to limit who's interacted with the items for this work list. Go to the bottom and click "Continue"
- 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"
- Next screen click "Save and continue"
- The final screen is where we put the limitations for the work list. So the first worked example is "Work Complete" is an exact match to "No"
2.3 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.
To do this Main Menu > Data Profiling > Instant - Dashboards > Control Bar Button - Work List > Choose the form > which gives you a choice. A Personal link is just for your account. A Public link is for many users to access the work list. We'll start with "Personal" as an example.
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".
Clicking the link should result in our worklist
2.4 Using the worklist
Clicking any button takes you through to the record to continue working with it. To show the work list is working, we are going to click through on record 2 which is "Write Wixi Scenario". In that record, we then set the "Work complete" to Yes, choose the "Save Test" outcome and click "Save Details".
Going back to the Main Menu and into the link again... now you can see the work list has reduced.
