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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.
The following sections describe the user options that are available.
General Options
| General Options | Action When Selected |
|---|---|
Confirm when closing the Workflow layout | A confirmation message displays every time the Workflow layout is closed. |
Automatically select first item in the inbox | When this option is selected, the first item in the inbox will automatically be selected when inbox loads items. When this option is not selected, the first item is not selected when the inbox loads items. |
Enable inbox notification when viewing an auto-feed queue | A notification message displays every time an auto-feed queue is opened in Workflow. |
Enable search from life cycle tree | When this option is selected, a search bar is available in the Life Cycles pane that allows users to search for life cycles and queues. This option is enabled by default. |
Automatically enable auto work in Exclusive View queues | The auto-work option is set to run automatically for Exclusive View queues. |
| Display the inbox toolbar | When this option is selected, a toolbar is present in the Workflow inbox. The toolbar allows a user to refresh the inbox, filter the inbox, manually route an item, execute ad hoc tasks, or execute a Unity Script. Available toolbar options depend on user rights and privileges. |