Tuesday, October 26, 2010

Put a custom identifier on the task list to easily differentiate tasks

  1. Open the task overview pages (either double click it in the Solutions tree or from the process model)
  2. Switch to the Events tab (at the bottom)
  3. Add a new event with an {{Event Type}} of {{Queued}}
  4. Add a simple action and choose Set Task CustomID.
  5. Use the {{...}} button to select the field to use as a custom id.
  6. Repeat this for every task that you want a customId on (and they can be different for each task if that makes more sense).
Now you need to add the custom id to your inbox/task list.
  1.  Login to my webmethods
  2. Goto the {{My Inbox}} tab.
  3. Click on the middle button above the {{Scheduled Delegations}} link.  It is circular and looks like an options list.
  4. Move the Custom ID field from the {{Available Columns}} list to the {{Selected Columns}} list and use the up and down arrows to change the column order.
Now the custom ID will show up in your inbox list.

Do the same process for the {{Task List Management}} view as well.

2 comments:

  1. Hello,

    Have you ever tryed to make a Global Inbox, this means, I want to make an Inbox similar to "My Inbox", but i want to be able to search for custom Data that is consistent in all task types.

    I'm struggling with this these days... Do you have any idea what should be my direction?

    Thanks!

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  2. Yes, you can make task inbox specific to the task (the precanned one created in Designer) and then you can customize the search criteria to include other similar tasks as well. Basically you can make it work similar to My Inbox, but customize what it shows and how it works.

    ReplyDelete