pp108 : Personalize the Inbox View

Personalize the Inbox View

This topic describes the procedure to personalize the view of tasks in a user's Inbox.


Tasks are either assigned to the users or are claimed by users themselves from their worklists, roles, and teams. These tasks are received in their Personal Tasks folder and the All Tasks folder in the Inbox. Usually, the tasks sent to the Inbox have several attributes which are displayed as Columns in the Inbox. The columns so displayed are based on the attributes set while defining the Inbox models. The tasks received by the users can be from several Inbox models. Hence, the number of attributes for tasks in the Inbox might vary. Process Platform provides a facility for the users to personalize the view of the the tasks received in their Personal Tasks and All Tasks folders. They can choose the columns to be displayed in their Inbox. For instance, users can choose to display business attributes like Quantity, Shipping date, as columns in their Inbox so that they can sort based on these attributes. By default, the tasks in the Inbox are sorted based on the Received Date of tasks. Users can also override the settings set by the work list manager, thus personalizing their Inbox according to their ease of use.

  1. On CUSP, double-click My Inbox. The My Inbox window appears, displaying the personal tasks, by default.
  2. Right-click any column header in the Inbox and move the mouse over the Column Chooser field . All the default attributes that are selected while modeling the Inbox model are displayed. The attributes that are shown as columns are checked and the attributes that are not shown are unchecked. You can select or deselect the attributes by clicking them.
  3. To select more attributes, do the following:
    1. Right-click any column header in the Inbox and select Column Chooser > More Attributes. A Choose Columns page appears, displaying system attributes as well as business attributes, in the Existing Attributes column. All the delivery models are displayed in the From list box. By default, the system attributes are displayed in the From drop-down list.
    2. Select the required delivery model from the From list box. All the business attributes pertaining to the delivery model are displayed in the box below.
    3. Select the required attributes and click . The selected attributes are displayed in the Selected Attributes column.

      Note: While you cannot modify the System Attributes such as Activity, Process, Due On, and so on, the business attributes can be renamed as per the requirement. These are displayed as columns in the user's Inbox.


      The Inbox is personalized.

      Note:

      • To remove the columns, select the required attribute in the Selected Attributes column and click .
      • The business attributes that are displayed in the Inbox are derived from several Inbox models and need not always contain values in them. And also while personalizing, you may not have selected all the attributes that are provided in the Inbox model. In order to show all the default attributes, that is, the attributes selected in the Inbox model, you can click . This restores all the attributes selected in the Inbox model.