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Using the Worklist

Customizing the Worklist

Note: The Worklist client is deprecated as of this release of WebLogic Integration. For information about the features that are replacing it, see the BEA WebLogic Integration Release Notes.

The following sections explain how to customize the display and behavior of the Worklist:

- Working with Task Status

- Selecting Column Headings to Displays

- Selecting Task Sort Order

- Selecting a Display Option

Working with Task Status

You can update task status and select task status categories to display on the User ID and Role tabs.

Updating Task Status

Select View—>Refresh from the menu bar to update the status of all tasks shown on the User ID and Role tabs.

Selecting Task Status Categories to Display

To select task status categories to display on the User ID and Role tabs:

1. Select View from the menu bar. A list of checkboxes corresponding to the Pending, Done, and Inactive task statuses displays.

2. Select one or more of the checkboxes for the task status categories you want to display using Table 4-1. The User ID and Role tabs display or hide tasks based on the status categories you select.

   Table 4-1 Task Status Categories to Display

   Status Category | Description
   --- | ---
   Pending | Pending tasks have not been executed yet.
   Done | Done tasks have been completed
   Inactive | Inactive tasks have not been started in the workflow.

Selecting Column Headings to Displays

To select column headings to display on the User ID and Role tabs:

1. Select View—>Columns from the menu bar. The Columns dialog box displays.

   Figure 4-1 Columns Dialog Box

2. Select a column heading in the Available columns or the Displayed columns scroll list.

3. Click the appropriate arrow control to move your selection from available to displayed or displayed to available status.

   Note: The Status column heading must be shown in order to select task status categories to display. See Selecting Task Status Categories to Display for more information.

4. Click the appropriate arrow control to reposition your selection up or down in the scroll list. The list position for displayed columns, starting from top to bottom, determines the ordering of column headings from left to right on the User ID and Role tabs.

5. Click the OK button to save any column-heading changes and close the dialog box.

Selecting Task Sort Order

To select task sort order on the User ID and Role tabs:

1. Select View—>Sort By from the menu bar. A list of radio buttons displays corresponding to column headings shown on the User ID and Role tabs.

2. Select the radio button for the column heading you want to use to sort tasks.

Note: Select the Ascending checkbox to sort tasks in ascending order by the selected column heading. Otherwise, the tasks on the User ID and Role tabs are sorted in descending order.

Selecting a Display Option

To select a display option for the Worklist console:

1. Select View—>Look & Feel from the menu bar. A list of radio buttons displays corresponding to the different user environments you can use.

2. Select the radio button for the user environment you want to use to display the Worklist console.