Page Comparison

Table of Contents

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.

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.

Executing Ad Hoc Tasks

All ad hoc tasks that are available for a queue are displayed in the Tasks ribbon group of the Workflow ribbon.

To execute an ad hoc task on an item, click a button in the Tasks section of the Workflow ribbon. A status message displays indicating that a task was executed successfully.

If the inbox toolbar is enabled, tasks can be executed by clicking the Tasks button and selecting an ad hoc task.

User Interaction

If a task requires user interaction, the User Interaction pane is displayed.

If you attempt to navigate to a different layout while Workflow is waiting for user input, you are prompted to confirm that you want to close Workflow.

Executing Ad Hoc Tasks on Multiple Items

You can perform ad hoc tasks on multiple items by selecting multiple items before performing a task.

To select multiple items at once, do one of the following:

• Hold the Ctrl key and select multiple items.
• Select a consecutive group by selecting the first item in your selection, holding the Shift key, and selecting the last item in your selection.

With all items selected, click a button in the Tasks section of the Workflow ribbon to execute an ad hoc task on all selected items.

Workflow User Options

Workflow options can be configured on the Workflow tab in the User Options dialog box. To access the User Options dialog box, select User Options from the application menu.

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The following sections describe the user options that are available.

General Options