Create a work queue query
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On the
To Do menu, click
Work Queue or click
Home
on the header.
The Work Queue page appears, listing all the tasks. The Queries panel includes the following two folders:
- Shared Queries: Includes all shared queries.
- My Queries: All private queries are saved in this folder.
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On the
Queries panel, click
Create.
The Editor tab displays the search criteria for the work queue.
- Enter a name for your query in the Query Name box.
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To view the total number of items matching the query, select the
check box for
Return Query Total.
The count is the total number of items regardless of the retrieval limit specified in the query.
Note If you turn this setting on, there will be a performance overhead. -
Select the criteria for your query.
The following table describes the work queue fields available as search criteria.
Field
Description
Work Type
Allows selection of work type from the list.
Activity Name
Name of the activity.
Priority Type
Allows selection of Activity or Job. (Default: Activity)
Priority
For Activity Priority, accepts values from 1 to 10. (Highest: 1, Lowest: 10)
For Job Priority, accepts values from 1 to 100. (Highest: 1, Lowest: 100)
Assigned To
Resources to whom the tasks are assigned. Includes the following options:
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System: Automatic tasks that are pending.
- Me: Tasks assigned to you.
- Me and My Groups: Tasks assigned to you and your groups.
- My Direct Subordinates: Tasks assigned to your direct subordinates.
- Me and My Direct Subordinates: Tasks assigned to you and your direct subordinates.
- My Subordinates: Tasks assigned to your subordinates.
- Me and My Subordinates: Tasks assigned to you and your subordinates.
Type
All, Standard or Alert Task.
SLA
Current status of the activity. The activity SLA (Green-Amber-Red-Black-Purple) status is the visual representation of the activity status on your work queue to indicate if the activity is within or has exceeded the set time limits, that is, target duration.
Case Tasks Only
Activities created based on cases.
Due Date
Date when the activity is due to be completed.
Retrieval Limit
The number of the latest activities that are retrieved from the server at a given point of time.
The following table describes the job fields available as search criteria.
Job Field Description Process
Process based on which the job is created.
Case Reference
Case reference based on which the job is created.
Job SLA
Current status of the job. The job SLA (Green-Amber-Red-Black-Purple) status is the visual representation of the job status on your work queue to indicate if the job is within or has exceeded the set time limits, that is, target duration.
Job State
Name of the state associated with the process.
Job ID
ID of the case job.
Due Date Order
Allows selection of Activity or Job. (Default: Activity)
Metadata
Create a filter criteria by selecting the work type and the corresponding fields. See Create metadata.
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- By default, My Activities is the default query. To change the default query, in the Queries panel, select the query, click the Options arrow and then click Set as Default.
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Click
Run to check if the query
is displaying results as expected.
When run, the Editor displays the automatic tasks that are pending. Click the link for the activity name to view the standard job viewer.
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Click
Save.
The query is saved in the My Queries folder.
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To save the query with another name:
- Select the query in the Queries panel.
- Click the Editor tab and click Save As.
- Enter a name for the query and click OK.
Maintain queries
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To edit a query:
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On the Queries panel, select the query and click the Editor tab.
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Make the changes, as needed.
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Click Save.
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To delete a query:
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On the Queries panel, select the query.
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Click the Options arrow and then click Delete
.
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Click Yes to confirm deletion. The query is deleted.
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