Work List Panel

The Work List panel is where you will see the instances corresponding to the view you have selected in the Views panel.

From the Work List panel, you can:

Select instances and perform operations on them or view detailed information in the Instance Detail panel
Search for instances that match certain conditions
Save views with sets of search conditions, for later use
Create presentations, where you define the columns you want to see in a view
Bookmark instances for later easy access

Columns

In the Work List panel you can choose the columns that are presented in a given view. You can define the columns you want to see, and save column arrangements. A particular column arrangement is known as presentation.

The following columns are available:

Actions
Activity
Activity Deadline
Copy
Creation Time
Deadline
Description
Has Attachments
Has Notes
Initiator
Initiator Name
Instance Number
Parent Copy
Participant
Priority
Process
Process Deadline
Received
Status
Task Participant

Special Columns

You can add or remove any column from your presentation except for the Actions column, which is always shown and is always the rightmost column. This column is identified by an ellipsis (...). You click on the ellipsis to edit the Presentation. The Actions column shows the actions you can perform on each instance. If your participant can do nothing with the instance, no action icons will appear. Otherwise, one or more of the following actions will be shown:

Icon	Action Name
	Execute
	Send
	Send To
	Grab
	Grab (with drop-down list)
(or custom icon)	Process-specific (see below)

You perform an action by clicking on the icon.

Process-specific actions are those that have been defined by the designer of the process. The process you are running may or may not have process-specific actions. If present, they may be represented by a custom icon specific to your installation. The Grab with drop-down list action appears when more than one Grab is available.

The Priority column is indicated by a flag icon (

), and priority level is shown by its color. If there is no flag, priority is normal. Priority status can be one of the following:

Flag	Priority
	Highest
	High
none	Normal
	Low
	Lowest

The Status column shows an icon with the current status of the instance. Possible status values are:

Icon	Status
none	Running
	Exception
	Suspended
	Grabbed
	Completed
	Aborted
	Activity Completed

An instance is considered to be in process when its status is neither Completed nor Aborted.

Selecting Instances
There are two modes of instance selection. You can select instances by clicking anywhere on the instance row, or you can select instances by setting the checkbox. Each mode of selection has a different use.
Searching for Instances
If there are no views configured to retrieve the range of instances you want, you can perform a search based on conditions you specify.
Saving a View
You can create custom views that specify which instances are displayed and how they are displayed. When you create a custom view, you can access it from the Views panel.
Creating a Presentation
A presentation defines a column arrangement to be used when viewing instances in the Work List panel. When looking at a view, you can use an existing presentation or create a new one to be associated with that view.
Bookmarking Instances
To help you easily access specific instances, you can bookmark instances and recall them from the Bookmarks view (a default view).

Parent topic: Panels Overview

Previous topic: Views Panel

Next topic: Instance Detail Panel