pp108 : Creating a Drill-down for Inbox

Creating a Drill-down for Inbox
This topic describes the procedure to create a drill-down for Inbox from Standard View.


If you, as a Manager, want to monitor the state of tasks in the worklist(s) in the dashboard, the state of tasks in the worklist(s), and get an overview of the pending tasks, you can create drill down view of Inbox. Create a dashboard (XForm) and drag drop the composite control of the Standard View - ActivityTasksPerUserPerStatus_SpecificActivity view composite control to it. Drag and drop the composite control of the Inbox view in the same Dashboard. Wire both of composite controls on the dashboard (create message map) and visualize the dashboard. You can drill-down to Inbox by clicking a data-point in the No. of Tasks per User by Status view in the dashboard, the Inbox appears with all the pending tasks in the pane already defined for it and complete the pending tasks.

  1. Drag the composite control of Standard View - ActivityTasksPerUserPerStatus_SpecificActivity (view name - No. of Tasks per User by Status) on dashboard designer (XForms).
  2. Drag the Inbox view that is available as a composite control in the same dashboard designer (XForms).
  3. Right-click the Standard View composite control on the XForm Designer from which you want to create drill down and select Configure Drill Down. The Message Map dialog box appears. Map Name of source view to Target of the target view. Click OK.

    Note:

    • For further details on creating a User Interface (XForm) refer Creating XForms.
    • Save and assign the created XForms (using composite controls) to a user or role to view it as a dashboard. For further details on assigning the XForm to a user refer Assigning Tasks to Users.
  4. Click (Preview). The Preview window appears, displaying a preview of the selected XForm.
  5. In the XForm preview, click a data point in the view generated for source view (User). For example, click the bar if the view type for the content is 'Bar chart'. The target view (Inbox) appears in the pane already defined for it.

    Note:
    For further details on using an Inbox refer Using Inbox as a Composite Control.

Drill-down to Inbox composite control is created.