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Using the Worklist

Working with Tasks

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 work with Worklist tasks:

- Understanding Worklist Tasks

- Changing Task Properties

- Executing a Task

- Changing Task Status

- Reassigning a Task

Understanding Worklist Tasks

When a task in a workflow is first defined using the WebLogic Integration Studio, certain permissions are set for that task. These permissions determine what actions you can do with a particular task in the Worklist console. See Using the WebLogic Integration Studio for more information.

There are three types of task permissions in Worklist:

- User—a task is assigned to a particular user ID. Only the assigned user can perform the task unless the user reassigns the task to another user (reassignment can only occur if the user has reassign permission).

Note: The first tab on the main window is the User ID tab, which contains tasks assigned to your user ID.

- User who belongs to a role to which the task is assigned—a task is assigned to a role. A role is a common area of responsibility, ability, or authorization level that is shared by a group of individuals (such as a buyer or supervisor).

Users can belong to one or more roles. In this case, each role is represented by a tab to the right of the User ID tab on the main window. Tasks contained within a role can only be done by users who are members of that role. Any user who is a member of that role can take a task assigned to the role and execute it.

- User in a role—a task is assigned to a user in a role. The system automatically assigns the task to the user in the selected role who has the least number of tasks to do.

Changing Task Properties

To change task properties:

1. Select the task whose properties you want to change on the User ID tab or the appropriate Role tab.

2. Select Task—>Properties from the menu bar. The Task Properties dialog box is displayed.

   Figure 2-1 Task Properties Dialog Box

3. Select the task priority from the Priority drop-down list.

4. Select one or more of the following task-permission checkboxes:

   - Modify at execution—specifies whether users can change task permissions. If this permission is not set, users cannot select other permissions on the Task Properties dialog box.

   - Mark done without executing—denotes whether users can change task status to done.

   - Re-execute if marked done—specifies whether users can execute tasks even if the task has already been completed.

   - Unmark if marked done—denotes whether users can change task status to pending.

   - Reassign at execution—specifies whether users can reassign tasks.

5. Click the OK button to save any property changes and close the dialog box.

Executing a Task

You can only execute tasks that are pending and have been assigned to you individually as a user, to a role of which you are a member, or to a user in a role.

To execute a task:

1. Select the task you want to execute on the User ID tab or the appropriate Role tab.

2. Select Task—>Execute from the menu bar.

The actual behavior during task execution is determined by the definition of the task at workflow design time. See Using the WebLogic Integration Studio for more information.

Changing Task Status

You can change task status from pending to done or done to pending.

Changing Task Status to Done

To change task status from pending to done:

1. Select the task you want to change on the User ID tab or the appropriate Role tab.

2. Select Task—>Mark as Done from the menu bar.

Changing task status to done sets the task completion date to the current date and executes the actions defined for the marked done event of the task. The ability to change task status to done is determined by the permissions set on the Task Properties dialog box. See Changing Task Properties for more information.

Changing Task Status to Pending

To change task status from done to pending:

1. Select the task you want to change on the User ID tab or the appropriate Role tab.

2. Select Task—>Unmark Done from the menu bar.

Changing task status to pending clears the task completion date. This action does not affect a task that is not complete. The ability to change task status to pending is determined by the permissions set on the Task Properties dialog box. See Changing Task Properties for more information.

Reassigning a Task

You can only reassign a task if:

- The task is currently assigned to you individually as a user, to a role of which you are a member, or to a user in a role.

- The task reassign permission is set on the Task Properties dialog box. See Changing Task Properties for more information.

To reassign a task:

1. Select the task you want to reassign on the User ID tab or the appropriate Role tab.

2. Select Task—>Reassign from the menu bar. The Reassign Task dialog box displays.

   Figure 2-2 Reassign Task Dialog Box

3. Select one of the following sets of steps depending on your reassignment target:

   Reassignment to another user:

   1. Click the User radio button.

   2. Select another user in the Assignee drop-down list in the same organization associated with the workflow containing the task.

   Reassignment to a user in a role to which the task is assigned:

   1. Click the Role radio button.

   2. Select a role in the Assignee drop-down list in the same organization associated with the workflow containing the task.

   Reassignment to a user in a role:

   1. Click the User in role radio button.

   2. Select a role in the Assignee drop-down list. At execution time, the system performs workload balancing by automatically assigning the task to the user in that role who is assigned the least number of current tasks.

4. Click the OK button to save any reassignment changes and close the dialog box.