Sorting similar workitems into different folders

[Jeffrey A. Rappaport]

Paul,

   If you're going to be using the UWL you won't have as much of the
functionality you mentioned earlier for the SBWP. The simplest thing
would probably be to add the 'B' & 'I' to the subject line of the wi
as the first character & the User can then sort by title.

Jeffrey A. Rappaport
Business Workflow, LLC
Voice:(732)355-0123
Fax:  (509)757-4144
Email:Jeff at Business-Workflow.com
Web:  www.Business-Workflow.com


Quoting Paul.Bakker at osr.treasury.qld.gov.au:

> WUG-meisters,
>
> We have a custom workflow that generates approval workitems for
> FI-CA
> refunds. Some refunds are straightforward (eg for small amounts)
> and have been marked internally with a 'B' (for Bulk approval).
> Other
> refunds (eg for large amounts) are marked with an 'I' (Individual
> Approval).
>
> My problem is this:
>
> **** How can I make the distinction between 'Bulk' and 'Individual'
> approval workitems clear in the user's worklist? ****
>
> They are internally labelled  with a 'B' and an 'I' in a container
> element,
> but how can the Business Workplace make use of this difference?
> Ideally, I would like to get the workitems to appear in different
> folders.
>
> This problem is complicated by the fact that we are using the
> *same*
> workflow template, step and task for both 'Bulk' and 'Individual'
> approval workitems.
>
> Therefore, in SBWP, you can't 'Group According to task' because the
> tasks
> are the same. You also can't 'Group According to content'
> because the FI-CA documents are all different. They all have the
> same
> 'content type' as well.
>
> I've investigated using 'Group According to sort key', but it seems
> perversely complex. _WI_GROUP_ID can only hold objects, not
> a simple 'B' or 'I' marker. And it groups according to object
> instance, not
> object type. If I understand it right, I would have
> to create a custom table and object for the approval types, and add
> a step
> to the workflow to instantiate the object and store
> it in _WI_GROUP_ID. Then I have to change all existing workflows to
> assign
> a Group Id..
>
> Am I missing something obvious here? We're in 4.7 and (will be)
> using the
> Universal Worklist.
>
> thanks in advance,
> Paul
> (Brisbane)
>
>
>
>
>
>
> We have the following problem. I have set up a workflow task to
> allow
> 'multiple execution of workitems' - in this case, to allow the
> 'Bulk
> Approval' of small refund amounts. The user selects a bunch of
> workitems,
> approves the first one, and is then prompted by a popup to approve
> ALL selected workitems in one go.
>
> This works fine. However, we also want to label some workitems (eg
> those
> for large amounts, or where the customer is dodgy) as unsuitable
> for
> bulk approval - these require individual attention. We call these
> workitems
> 'Individual Approvals'.
>
> ******The problem is this: how can I make the distinction between
> 'Bulk'
> and 'Individual' approval workitems clear in the user's
> worklist?*******
> They are labelled with a 'B' and an 'I' in a container element, but
> how can
> the Business Workplace make use of this difference?
> Ideally, I would like to get them to appear in different folders.
>
> This problem is complicated by the fact that we are using the
> *same*
> workflow template, step and task for both 'Bulk' and 'Individual'
> approval workitems.
>
> Therefore, in SBWP, you can't 'Group According to task' because the
> tasks
> are the same. You also can't 'Group According to content'
> (or content type), because these are the same.
>
> I've investigated using 'Group According to sort key', but it seems
> horrendously complex. _WI_GROUP_ID can only hold objects, not
> a simple 'B' or 'I' marker. And it groups according to object
> instance, not
> object type. If I understand it right, I would have
> to create a custom table and object for the approval types, and add
> a step
> to the workflow to instantiate the object and store
> it in _WI_GROUP_ID.
>
> Am I missing something obvious here? We're in 4.7 and are (will be)
> using
> the Universal Worklist.
>
> thanks in advance,
> Paul
>
>
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