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Using the JSP Worklist

Working with Tasks

Note: The JSP Worklist replaces the deprecated Worklist Swing client.

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 JSP Worklist. For more information, see Using the WebLogic Integration Studio.

There are three types of task assignments in the JSP 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 task has permission to reassign at execution. For more information, see Changing Task Properties.

Note: The View list on the Worklist page identifies the user's ID and associated roles.

- 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. Each role is listed below the user's ID. 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, take the following steps:

1. On the Worklist page, select the radio button for the task whose properties you want to change.

2. From the drop-down list, select Properties, and then click the Go button. The Task Properties page is displayed, as shown in Figure 2-1.

   Figure 2-1 Task Properties Page

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

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

   - 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 page.

   - 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. To save any property changes and return to the Worklist page, click the OK button.

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 you as a user in a role.

To execute a task, do one of the following:

- For the task you want to execute, click its corresponding Execute button.

- Select the radio button for the task you want to execute, select Execute from the drop-down list, and then click the Go button.

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

Changing Task Status

You can change task status from pending to done or done to pending, as described in the following sections:

Changing Task Status to Done

To change task status from pending to done:

1. In the View list, select the user or user role for the task you are changing.

2. In the task list, select the task you want to change.

3. From the drop-list, select Mark Done, then click the Go button.

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 page. For more information, see Changing Task Properties.

Changing Task Status to Pending

To change task status from done to pending:

1. In the View list, select the user or user role for the task you are changing.

2. In the task list, select the task you want to change.

3. From the drop-list, select Unmark Done, and then click the Go button.

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 page. For more information, see Changing Task Properties.

Reassigning a Task

You can only reassign a task under the following conditions:

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

- The task reassign permission (Reassign at Execution) is set on the Task Properties page. For more information, see Changing Task Properties.

To reassign a task, take the following steps:

1. In the View list, select the user or user role for the task you are changing.

2. In the task list, select the task you want to change.

3. From the drop-list, select Reassign, and then click the Go button. The Reassign Task page is displayed, as shown in Figure 2-2.

   Figure 2-2 Reassign Task Page

4. 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.

   3. To save the reassignment change and return to the Worklist page, click the OK button.

   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.

   3. To save the reassignment change and return to the Worklist page, click the OK button.

   Reassignment to a user in a role:

   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.

   3. To save the reassignment change and return to the Worklist page, click the OK button.