The Issues you have to handle will be listed in [My Tasks]. By clicking the [Operate Task] button, entering the required items, and Finishing the task it will no longer be shown in your [My Tasks]. The issue then goes to the next step. See the Issue Detail before you start handling the Issue by clicking the [Detail] button if you want to see which step in the Workflow your handling corresponds to.
1. Handle the Issues
- 1. Input form
- Click [Operate Task] to display the input form and enter the necessary data. After that, click [Finish] at the bottom of the input form
- The number and name of buttons at the bottom of the input form of each Task are different
- If you click [Save and Quit], the unfinished data is saved (There is no alert even if the required items are not filled)
2a. Filter your Tasks
- 1. Setting the Filters
- Click [Filter], then choose a condition from [Add Condition] to search objective tasks and narrow down the task list
- a. Title: Filter the words in the Title
- b. Process Start User/Organization: Select and filter the User or Organization that has started the process
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c. Time & Date: Select and filter the Start/End Time, the Start/End Date, and the Offered Date / End Date Deadline of Tasks of started processes
- d. Star (★): Filter by Tasks with a ★
- 2. Setting display items in the list
- In the [Column] settings dialog box, add/delete the items you want to display in the columns of the list, and place each of them in the order you want them to be displayed
- 3. Sort the list
- In the [Sort] settings dialog box, select the sorting criteria from Title, the Process Start/End Time, the Offered/End Time or Deadline, etc., and then select whether to sort the list in ascending or descending order
- 4. Save the list
- Click [Save List] to add the list to the side menu
- All the Issues that you have undertaken and that are assigned to you will be shown in [My Tasks]
- You can filter the list so that it is easy to read, considering your concurrent job status and the actual number of Issues to be processed
- Example: Specify Process Start Time with "#today.getFirstTimeInMonth()" (Started Issues in this month)
- The saved lists are displayed in the side menu in alphabetical order and you can click to view them
- You can also update the opened list by changing its conditions
- You can open lists in another tab
2b. Filter your Tasks by Specifying an Operation
- 1. Specify the Workflow App
- Select the App and specify the operation you want to filter
- 2. Setting the Filters
- If you want to narrow it down even further, add a conditional expression for each of the tasks or the input items (Data Items) defined in the App, including a to d in the list described in 2a - 1
- 3. Setting display items in the list
- You can select Data Items for display and list their input data for multiple issues, in addition to the display subject described in 2a - 2
- 4. Sort the list
- You can sort the list by Title, the Process Start/End Time, the Offered/End Time or Deadline of tasks, etc., as in 2a - 3
- 5. Save the list
- Click [Save List] to add the list to the side menu
- To specify an App, click on a piece of the pie chart or a row on the list on the right
- You can also specify from the pull-down menu
- The conditions that can be set are different depending on the data types of the Data Item
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Example 1: With Numeric-type Data Items
- Emergency level is 5 (input data is equal to the specified value)
- The price is 1 million or more (input data is equal to or greater than the specified value)
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Example 2: With a String-type Data Item
- There is something written in the notes (not empty)
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Example 1: With Numeric-type Data Items
R1170: Search Format by Data Type
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