Sorting similar workitems into different folders

[Michael Pokraka]

Hi Paul, 
Three ideas: 
- In EP6 it is possible to do the equivalent of dynamic columns, so your users
could then sort it themselves.
- Any particular reason to use the same task for both? There is no real
drawback to splitting it into two. 
- If it's a small group of users, they may be very amenable to the idea of
putting a code into text. e.g. prefix your text with I or B. I've got one task
which starts with a one-letter code followed by a date followed by a
description. 
Cheers
Mike

--- Paul.Bakker at osr.treasury.qld.gov.au wrote:

> 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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