Handling Work Items

Depending on the design of the process, there are a number of actions you can take when working with a work item. Usually you can execute a task on the work item, but other actions can be available.

Executing tasks

Tasks may be optional or required. Optional tasks can be executed from the Work Item Detail panel, while mandatory tasks can be executed from either the Work Item Detail panel or the Work Items panel.

Performing Operations

Operations are performed in the Work Items panel, and are available in the Bulk actions drop-down list. This is only enabled when work items are selected (checkbox). The options in the panel also vary as a function of the operations available in the process.

  1. Viewing Work Items
    You can view a list of work item by selecting a view. Views, which are listed in the Views panel, display collections of work items that meet the search conditions defined in the view.
  2. Sending Work Item to the Next Activity
    Some work items require that you send them to the next activity after performing a task, while others are sent automatically. This depends on the design of the process. You can use the Send or Send To operation to send a work item to the next activity.
  3. Sending Work Items to Participants
    You can send a work item to the next activity and assign it to a specific participant.
  4. Sending Work Items Back
    If an exception occurs for a work item, you can send it back to the activity were it occurred, and continue processing it from that point.