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* 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
= Worklist Update - Worked example 2 = For our second Worked example 2 "List all To Do items where Work Complete is Yes", we modify the grouping parameters. Main Menu > Data Profiling > Customised - Group Management > Group - Edit Grouping Parameters > Choose the form > Choose the Custom Group > " Now we change value from "No" to "Yes" [[File:Worklists011.png]] The worklist now becomes [[File:Worklists012.png]] = Worked example 3 - Setup a personalised worklist = The next challenge is when we put more than just Philip Lacey into the list of people. So we add three more records, this time work items for Nick Wheeler. # Nick Wheeler | No | Sales Presentation to Client 1 | Client 1 has called us in to do a presentation as they're really interested# Nick Wheeler | No | Follow up with Client 2 | Send out the required case study and requested further information on Worklists# Nick Wheeler | No | Send contract to Client 3 | Send out the paperwork to Client 3 as they want to sign up. However when we now use our worklist it is not personalised just for one person [[File:Worklists010.png]] For this reason we go back to the Custom Group parameters as discussed earlier and we add in a second level of refinement and reset the "Work Complete" back to "No" [[File:Worklists013.png]] The worklist now becomes [[File:Worklists014.png]] = Dynamic Parameters - A personalised QueryString parameters = Creating a work list for each person would be impractical. There are dynamic parameters possible which allow for customisations. The first example is through the QueryString. Earlier we created a personal worklist control bar link. We are going to pass information through this link. Which means that as you create numerous links we can customise the links. 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. [[File:Worklists015.png]] Now we can customise the URLs and allow them to pass information. ''Main Menu > Control Bar > Personal Links > Edit a link > Choose your Personal Link >'' [[File:Worklists016.png]] We update the link and then use it [[File:Worklists017.png]] As can be seen in the URL, the strAgent =Philip Lacey. In URLs spaces are converted to %20. To show the dynamism of the link, change the "Philip Lacey" to "Nick Wheeler", press return and the worklist will change appropriately. This is a simple example. There are many further options, configurations and tweaks possible.
= Customising the interface to use Worklists =
It is possible to integrate worklists into the Main Menu of user to make the worklists even more immediately available.
Taking a standard configuration for the Main Menu of 17,22,25,2,7,4,18,13,19,5,26 [[Interface_Bars]]
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.
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.
[[File:Worklists018.png]]
[[Category:Module Specific:Data Profiling]]
[[Category:Topic:Reporting]]