2021 Update Rollup 2

WorklistPermanent link for this heading

In “Worklist”, all activities to be completed (= activities and the working steps to be carried out in it) are clearly listed for individual users in the form of a “To Do” list. Processes are used to define who is allocated which activities in their worklist and when.

Available ListsPermanent link for this heading

The work list consists of the following lists (only visible if at least one entry is present):

  • To Do
    Contains the current activities that need to be done.
  • To Do as Substitute
    Contains the current activities that need to be done while in the role of a substitute.
  • Suspended
    Contains activities that are suspended for a defined time span.
  • Suspended/Pending as Substitute
    Contains activities that are suspended for a defined time span and need to be done while in the role of a substitute.
  • Concerned Objects
    Contains objects related to current activities.
  • Last Finished
    Contains completed activities.
  • Tracking
    Contains objects of already completed activities.

Previewing an ActivityPermanent link for this heading

When tapping an activity, the object behind the activity is displayed in the integrated viewer. In the action panel, the work items of the activity appear. Moreover, the actions of the object are presented in a hierarchical action entry.

If there is a folder behind the activity, the content list of the folder is visible by default. You can change this behavior in the menu “Settings” by activating the option “View Activities as PDF”. In this case, the PDF rendition of the folder is displayed in the viewer.

Executing a Work ItemPermanent link for this heading

To execute a work item, proceed as follows:

  1. Navigate into the worklist within the “To Do” list.
  2. Tap the desired activity.
  3. Find the available work items of the activity in the action panel.
  4. Tap the entry in the action panel. Depending on the work item, the corresponding action is carried out (e.g. “Open” displays a document in the corresponding third-party product).
  5. Moreover, the actions of the object are presented in a hierarchical action entry.

Note: You can perform a long tap on an action in order to see a pop-up displaying its name.