Create a work queue query

In addition to the work queue queries provided with TotalAgility Workspace, you can create custom queries.

On the To Do menu, click Work Queue or click  on the header.

A list of all private (My Queries) and shared queries (Shared Queries) appears on the Work Queue page.
On the queries panel, click n.

The search criteria for the work queue appears on the right side of the query panel.
Enter a name for your query in the Query Name box.
To view the total number of items matching the query, select Return Query Total.

The count of items are displayed in a badge beside the query name. The count is the total number of items regardless of the retrieval limit specified in the query.

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: 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.

Configure the search criteria for the JOB fields.

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)

Under METADATA, create a filter criteria by selecting the work type and the corresponding fields. See Create metadata.

To change the default query (My Activities), on the queries panel, select the query, and then click  Set as Default.
Click  Run to check if the query is displaying results as expected.

When run, the Edit Query tab displays the automatic tasks that are pending. Click the link for the activity name to view the standard job viewer.
After running the query if you click Revert, the query reverts to its original state.

Click Cancel to discard the changes and return to the Work queue page.
Click Save.
The query is saved under My Queries.

Maintain a query

You can save a query with a different name, edit a query, and delete a query.

You can save a query with a different name and reuse it.

On the queries panel, select the query and click  Edit Query.
Make the changes, as needed.
On the toolbar, click Save.

Click Cancel to discard the changes and return to the work queue.