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Opening the Unity Workflow Interface
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- My Owned Items - Select to display all items owned by the current user in the Inbox pane from all queues that support ownership.
Note: My Owned Items is only displayed if you have rights to access a life cycle that supports ownership. - Combined Inbox - Select to display work items from multiple life cycles.
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The columns in the Inbox can be grouped and sorted like other Unity Client data lists. Sorting by a column in the Inbox overrides any default sort orders configured for queues.
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This is so that you can easily distinguish between items in the Inbox and related items. Any items that are related to the item(s) selected in the Inbox are displayed on the Related Items tab.
Note: If Exclusive Document Viewing has been enabled, attempting to open a document another user has opened will result in a message stating, You cannot view document [Document ID, Auto-Name string] as user [User Name] is already working with this document.Note: When viewing a WorkView object that has been modified, you will not be prompted to save changes if you navigate to a different queue or life cycle. Ensure all changes are properly saved before navigating away from the WorkView object.
Filtering the Inbox
The contents of the Inbox can be filtered to only display the items that meet certain search requirements.
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- If no display columns have been configured on the filter, the Document Name column will display.
- If display columns have been configured, all configured columns will display.
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Re-Index Documents
To re-index documents in Workflow, select a document or multiple documents in the Inbox or the Related Items pane, then right-click and select Re-Index. This allows you to change the information associated with the document.