TASK LIST AND ITEM LIST
MANAGEMENT
§
Questions
appear in the Item List or Task List if they are primary keys or the ‘Show in
Task List’ option found in the Question options
§
The
rows that appear in the Task List are all tasks that are assigned to the user
or a user type that the user is a member of
§
The
rows that appear in the Item List are defined by the results of the Process
Select Statements (as described below) for all the user types the user belongs
to
ADDING A PROCESS SELECT STATEMENT
§
The
Process Select Statement defines the items that appear to the user
§
Click
on the Workflows menu
§
Navigate
to the Workflow that requires a Process Select Statement
§
Click
on the User Types Folder
§
Click
Add User Type
§
Select
the User Type that you want to add a Process Select statement for
§
Enter
the Process Select statement (This is a where clause in an SQL
statement)
§
For
example: If the designer wants a user type to only see the male people in his
customer management workflow, the Process Select Statement might look like this
[where Gender = ‘Male’]
§
To
allow a user type to see all records/instances in a workflow enter [all]
§
The
Process Select Statement contains a default value with the results showing the
user only items that were created by that user
§
The
Process Select Statement is a required field