pp108 : Customizing the Inbox View

Customizing the Inbox View
This topic describes the procedure to customize the display of tasks in the Inbox.

Before you begin this task:
You need to be a Work List Manager, a Team Lead, or a user with any other Role, to be able to view this tab.

As part of human interaction in a business process or a case, tasks are sent to the task folders in the Inbox, such as Work lists, Teams, Roles, or to the users themselves. The corresponding managers or leads can customize the way these tasks are displayed in the Inbox.

For example, work list managers can view all the work lists they manage. Team leads can view all the teams they lead. Users of particular roles can view the roles they belong. Users who have all the three functional roles can view all the task folders. Users with a combination of the above mentioned functional roles can view the corresponding task folders and can do the following:

Functional Role

Action

Work List Manager

Can customize the way tasks are displayed in a work list folder. All the members in the work list receive the tasks in their Inbox based on these settings.

Team Lead

Can customize the way tasks are displayed in a team folder. All the team members in the receive the tasks in their Inbox based on these settings.

<Role>

Can customize the way tasks are displayed in a role folder. All the members of that particular role receive the tasks in their Inbox based on these settings.

They can set,

  • the type of tasks that must be visible in the Inbox, such as, displaying completed tasks, non-workable tasks.
  • the visibility of preview pane for tasks.
  • the order or position in which the tasks are displayed.
  • the attributes that can be displayed as columns in the Inbox.
  • the sort order for tasks.
  1. On CUSP > My Applications App Palette, click (My Inbox). The My Inbox window appears, displaying the personal tasks, by default.
  2. Click Customization tab on the left side of the Inbox. Based on your role, the folders are displayed on the right side.
  3. Double-click the folder you want to customize. A pane containing the set of properties that can be customized is displayed on the right side.
  4. Customize the view by changing the required settings. For more information on these properties, refer to Work List Customization Interface.

    Note:

    • The System Attributes, such as Activity, Process, Due On, and so on, cannot be modified.
    • The Task Attributes belonging to a task, such as OrderId, Quantity, and so on, can be modified as per the requirement. The column in the Inbox will be displayed as per the modified name.
    • Ensure that the task identifiers defined while creating the delivery model,match the modified column names. Otherwise, the search and sort functionality of the inbox will not work.
  5. Click on the toolbar.
    The tasks in the Inbox are displayed as per the customization.