pp108 : Setting Inbox Preferences

Setting Inbox Preferences

This topic describes the procedure to set preferences for the Process Platform Inbox.

You can set the following preferences with regard to the display of tasks in your Inbox, such as the number of tasks to be displayed in a page, hide or display work lists that do not contain any tasks and so on.

  1. On CUSP, double-click (My Inbox). My Inbox window appears, displaying the personal tasks, by default.
  2. Click in the shortcut bar. A Preferences dialog box is displayed.
  3. In the Worklists group box, do the following:
    • To manage the Empty Work Lists in the Inbox, select any of the following options:

      Option

      Description

      Show

      Displays the work lists that do not contain any tasks.

      Hide

      Does not display the work lists that do not have any tasks in them.

      Apply System Preferences

      Will apply the settings that are set at the system level, while configuring the Notification Service Container.

      The option selected here will over-ride any default settings.

    • To manage Notifications in the Inbox, select any of the following options:

      Option

      Description

      Show

      Displays the Notifications tab in the Inbox.

      Hide

      Does not display the Notifications tab in the Inbox.

      Apply System Preferences

      Will apply the settings that are set at the system level, while configuring the Notification Service Container.

      The option selected here will over-ride any default settings.

    • To manage Memo As Tooltip feature in the Inbox, select any of the following options:

      Option

      Description

      Show

      Enables the feature of showing the memo associated to a task as tooltip. Select the required task in the Inbox, and hover the mouse on the Activity column to view the memo. Tooltip contains the following: 'Name of the user who added the memo', 'Time when the memo is added', and the 'Memo content'.
      Note:
      By default, the tooltip displays the first memo associated to the task. You can associate multiple memos to a task and the memo with the lesser timestamp value amongst the memos will be displayed as the tooltip.
      In 'Refresh' mode, the tooltip information that is associated to the selected task is cached. The cache is updated only when the Inbox is refreshed.

      Hide

      Disables the feature of showing the Memo as a tooltip when the mouse is hovered on an Activity column in the Inbox.

      Apply System Preferences

      Applies the settings defined at the system level while configuring the Notification Service Container.

      Note: The option selected here will over-ride any default settings.

  4. In the Task Paginations group box, click the No. of Tasks per Page drop-down list and select the number of records to display in a single page of the Inbox.
  5. In the Notification group box, do the following to enable the preference:
    • Select the Send task or notification to this e-mail check box to enable the tasks or notifications to be sent to the e-mail id mentioned in the E-mail field.
    • The read-only E-mail field displays the E-mail Id, which is specified in the CUSP Preferences. This is the E-mail Id, to which you want the tasks or notifications to be received.

      Note:

      • Ensure that the E-mail connector is configured in the Notification Service Container to send tasks to the users e-mail IDs.
      • The tasks or notifications from a process or cases are, by default, sent to the Process Platform Inbox of the user. However, By enabling the option Send task or notification to this e-mail the tasks or notifications can also be delivered to the user's preferred e-mail address.
  6. Click OK.
    The preferences for the Inbox are saved and all the tasks and notifications in it are displayed as specified.