"To Create or Update a Personal Worklist View (Oracle Workflow User's Guide)

Oracle Workflow User's Guide
Release 2.6.3
Part Number B10285-02


	Previous	Next		Contents	Index	Glossary

To Create or Update a Personal Worklist View

1. Navigate to the Create View page, the Duplicate View page, or the Update View page by one of the following methods.

In the Personal Worklist Views page, either select the Create View button, select a view and select the Duplicate button, or select a view and select the Update button.

After performing a search in the Simple Search page or the Advanced Search page, select the Save Search button.

The Create View page, the Duplicate View page, and the Update View page are identical, except that the fields in the Duplicate View and Update View pages are populated with previously defined information for the selected view. Additionally, if you navigate to the Create View page by saving a simple or advanced search, some fields in the Create View page are populated with your search criteria.

2. In the General Properties region, enter a display name to identify your personalized view.

In the Duplicate View page, the view name defaults to Duplicate of [original view name]. You can optionally enter a different name.

3. Select the number of notification rows you want to display in the view.

4. If you want to make this view your default view, check the Set as Default check box. Only one view can be set as the default at any time, so if you check Set as Default for the current view, this option is automatically deselected for any view you previously set as the default.

Note: Although you cannot update any settings for the preconfigured views provided by Oracle Workflow, if you want to use a preconfigured view as your default view, you can create a duplicate of the preconfigured view and check Set as Default for the duplicate view. The preconfigured Open Notifications view is used as the default view if no other default is set.

5. Enter an optional description for the view.

6. In the Column Properties region, specify the notification property columns you want to display in the view and the order in which to display them. The Columns Displayed (in Order) list shows the columns that are currently set to display, while the Available Columns list shows the columns that are not currently set to display but that you can choose to add.

To add a column to the view, select the column in the Available Columns list and choose the Move button. You can also choose the Move All button to add all available columns.

To remove a column from the view, select the column in the Columns Displayed list and choose the Remove button. You can also choose the Remove All button to remove all the columns.

To specify the order in which the columns are displayed, select a column in the Columns Displayed list and use the top, up, down, or bottom arrow buttons to move the column to the position you want in the list.

7. If you want to change the display names for the notification property columns in the view, select the Advanced Settings button. In the Advanced Settings page, enter the new name for each column and select the Apply button to submit your changes. You can also choose the Cancel button to return to the previous page without applying your changes.

8. In the Sort Settings region, you can specify up to three levels of sorting for the notifications in the view. For each level of sorting, select the notification property column by which you want to sort and specify whether to sort in ascending or descending order.

9. In the Search Query to Filter Data in Your Worklist region, specify how you want to apply search criteria to locate specific notifications to display in the view.

"Show table data when all conditions are met" - Select this option to locate only notifications that match all your search criteria.

"Show table data when any condition is met" - Select this option to locate all notifications that match at least one of your search criteria.

10. Enter the search criteria you want to use to locate notifications to display in the view. The following search options are displayed by default:

Subject

From

Message Attribute

Sent

To display additional search options, select the notification property you want from the Add Column pull-down menu and select the Add button.

Note: You can choose to display more than one search option of the same type if you want to apply several search criteria to the same notification property. For example, if you want to search for notifications that were sent between two particular dates, you can display two Sent search options. Set one option to search for all notifications sent after the first date, and set the other option to search for all notifications sent before the second date. If you choose "Show table data when all conditions are met", then the search will display notifications that match both search criteria, with sent dates falling in between the two dates that you specified.

11. For each search option, select a filter operator and then enter a filter value to specify the notifications you want to display.

For the is and is not filter operators, you should enter a complete filter value that you want to match or exclude, respectively. For the other filter operators, you can enter a partial value, unless you are using the Sent, Due, and Closed search options, which always require a complete date in the date format you chose in your Oracle E-Business Suite general preferences. The filter value fields for all search options are case insensitive.

If you leave the filter operator and filter value blank for a search option, that option will not be included in the search.

Note: The greater than, less than, after, and before filter operators are not inclusive. For example, a search on the Sent option with the after operator displays only notifications sent after the date you specify, not notifications sent on that date itself.

From - Enter the role from which the notifications were sent.

Type - Enter the display name of the item type to which the workflow process that sent the notification belongs.

Subject - Enter the subject line of the notifications.

Sent - Enter the date when the notifications were delivered, using the date format you chose in your Oracle E-Business Suite general preferences. Select the field's calendar icon to display a calendar from which you can select a date.

Due - Enter the date by which the notifications should be completed, using the date format you chose in your Oracle E-Business Suite general preferences. Select the field's calendar icon to display a calendar from which you can select a date.

Status - Enter open, closed, or canceled as the notification status. This search option supports the filter operators is, is not, or contains.

Message Attribute - Enter the value of a message attribute belonging to the notification. Message attributes hold dynamic content that is determined by the specific context in which a notification is sent. For example, a notification in a requisition workflow might have a message attribute for the requisition amount. Message attribute values can be numbers, dates, or text. This search option supports the filter operators is or contains.

To - Enter the role to which the notifications were sent.

Information Requested From - Enter the role to which notifications that are requests for more information were sent.

Closed - Enter the date when the notifications were closed or canceled, using the date format you chose in your Oracle E-Business Suite general preferences. Select the field's calendar icon to display a calendar from which you can select a date.

Priority - Enter high, normal, or low as the notification priority. This search option supports the filter operators is or is not.

Response Required - Enter yes or no to specify whether the notifications require a response from the recipient. This search option supports the filter operators is or is not.

FYI - Enter yes or no to specify whether the notifications are for your information (FYI) only and do not require a response. This search option supports the filter operators is or is not.

Notification ID - Enter the numerical notification identifier.

From Me - Enter yes or no to specify whether the notifications are sent from you. This search option supports the filter operators is or is not.

Note: If your installation of Oracle Workflow is set up in a language other than English, the personal worklist views use translated versions of the notification status, notification priority, yes, and no values. In this case you should enter the translated values for the Status, Priority, Response Required, FYI, and From Me search options.

12. Select the Apply button to save the view.

You can also select the Cancel button to return to the Personal Worklist Views page without saving the view. Alternatively, you can select the Revert button to clear any changes you made to the view settings. In the Create View page, the settings revert to the default values, while in the Update View or Duplicate View page, the settings revert to the previously saved values for the existing view you are updating or duplicating.

To Create or Update a Personal Worklist View

See Also