Sorting similar workitems into different folders

Thu Feb 10 17:13:53 EST 2005

Mike,

Thanks for that. We are using Enterprise Portal 6.0 and are now
investigating the use of dynamic columns there.

It's not just sorting we're after, however - we want different folders!

Hopefully we can use the EP columns to split workitems into different
folders. The idea is to have
one folder each for 'Individual' and 'Bulk' approvals. I think the folders
will actually both contain all
approval workitems, but will be pre-filtered to display only those with the
'B' or 'I' attribute respectively.

The reason we want to split them into separate folders, is so that we can
enable 'multiple execution'
(via an IView?) for the 'Bulk' approvals.

NB There's no particular reason for using the same task for both - except
that they perform the same function :-)
I just wanted to keep a lid on the number of custom tasks and the
complexity of the workflow.

cheers,
Paul

                      Michael Pokraka                                                                                                   
                      <workflow at quirky.        To:       "SAP Workflow Users' Group" <sap-wug at mit.edu>                                  
                      me.uk>                   cc:                                                                                      
                      Sent by:                 Subject:  Re: Sorting similar workitems into different folders                           
                      sap-wug-bounces at m                                                                                                 
                      it.edu                                                                                                            

                      10/02/2005 19:13                                                                                                  
                      Please respond to                                                                                                 
                      "SAP Workflow                                                                                                     
                      Users' Group"                                                                                                     

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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