What Happens When You Log In to the Worklist

Identity service workflow APIs authenticate and authorize logins using a user name, password, and optionally a realm set, if multiple realms were defined for an organization. See How to Specify the Login Page Realm Label, for information on how administrators can set a preference to change the realm label displayed in the interface, or specify an alternative location for the source of the login page image.

Figure 32-2 shows an example of the Home page.

Figure 32-2 Oracle BPM Worklist—The Home (Task List) Page

Description of "Figure 32-2 Oracle BPM Worklist—The Home (Task List) Page"

This page lists all the tasks and work items assigned to you, depending on your role. For example, all users can access the My Tasks and Initiated Tasks pages. Only supervisors can access the My Staff page, and only Process Workspace administrators can access the Administrative Tasks page.

At the far left, as shown in Figure 32-3, is a list of views with My Tasks selected. Expand this list to select:

A particular view showing the number of open tasks for each view. Selecting a particular view refreshes the task count to the latest number.
A list of applications deployed to Process Workspace
Any favorite links or applications you may have specified

To keep this list visible while you work on tasks, click Pin. Then, to hide it, click Unpin

Figure 32-3 Selecting a View

Description of "Figure 32-3 Selecting a View"

Table 32-2 describes the components of the Home (task list) page.

Table 32-2 Components of the Home (Task List) Page

Component	Description
Views list	Inbox, Standard Views, My Views. For more information, see How To Create, Delete, and Customize Worklist Views. The inbox views displayed depend on the role granted to the logged-in user. Everyone (the user role) sees My Tasks, Initiated Tasks and Administrative Tasks. Users who are also managers see the My Tasks, Initiated Tasks, Administrative Tasks and My Staff Tasks tabs. Users who are also administrators (the BPMWorkflowAdmin), but not managers, see the My Tasks, Initiated Tasks, Administrative Tasks, Administration, and Evidence Search tabs. Users who are managers and administrators see all the tabs— My Tasks, Initiated Tasks, My Staff Tasks, Administrative Tasks, Administration, and Evidence Search. Users with the `workflow.admin.evidenceStore` permission also see the Evidence Search tab. See the following for more information: How To Act on Tasks That Require a Digital Signature, for information about evidence search How To Manage Other Users' or Groups' Rules (as an Administrator)
Worklist Views	-
Task Status	A bar chart shows the status of tasks in the current view. For more information, see How To Customize the Task Status Chart.
Display Filters	Specify search criteria from the Assignee or State fields. The category filters that are available depend on which tab is selected. From the My Tasks tab, the Assignee filters are Me, My Group, Me & My Group, Me (Previously) (tasks worked on previously), and Me (Review Only). From the Initiated Tasks tab, the assignee filter is not available. From the My Staff Tasks tab, the only assignee filter is Reportees. From the Administrative Tasks tab, the assignee filter is not available. The State filters include Any, Assigned, Completed, Suspended, Withdrawn, Expired, Errored, Alerted, Information Requested. Use Search to enter a keyword, or use Advanced Search. For more information, see How To Filter Tasks.
Actions List	Select a group action (Claim) or a custom action (for example, Approve or Reject) that was defined for the human task. Claim appears for tasks assigned to a group or multiple users, even if the task is an FYI task; one user must claim the task before it can be worked on. Other possible actions for a task, such as system actions, are displayed on the task details page for a specific task. You can also create ToDo tasks and subtasks here. Note: If a task is aggregated, you only see actions such as Approve and Reject, even if the aggregated task includes FYI tasks. No acknowledge action is explicitly provided. Approve or Reject can be interpreted as an acknowledge action. The Claim button remains enabled even when Auto Claim has been previously enabled. This button enables a user to claim and continue working on the task rather than to simply approve it.
Default Columns	Title—The title specified when the human task was created. Tasks associated with a purged or archived process instance do not appear. Number—A unique ID number assigned to the task. Creator—The user who created the task. Assigned—The date that the task was assigned. Priority—The priority specified when the human task was created. The highest priority is 1; the lowest is 5.
Task Details	Task details can be viewed in the lower half of the worklist by selecting the task in the Inbox. You can also view them in the same window or a new window by hiding the task details pane in Edit Inbox Settings. After you complete a task: The Task Details page for the completed task disappears. The task list refreshes to show only the remaining tasks. The details of the next open task are shown. For more information, see Acting on Tasks: The Task Details Page.

Figure 32-2 also shows the Administration, Reports, and Preferences links (upper-right corner). Table 32-3 summarizes the Home, Administration, Reports, and Preferences pages.

Table 32-3 Worklist Main Pages Summary

Page	Description
Home	As described in Table 32-2, the logged-in user's list of tasks, details for a selected task, and all the functions needed to start acting on a task are provided.
Administration	The following administrative functions are available: Setting application preferences Mapping attributes Searching the evidence store Administering approval groups Configuring tasks
Reports	The following reports are available: Unattended Tasks Report, Tasks Priority Report, Tasks Cycle Time Report, Tasks Productivity Report, and Tasks Time Distribution Report. For more information, see How To Create Reports.
Preferences	Preference settings include: Setting rules for users or groups, including vacation rules, and setting vacation periods Uploading certificates Specifying user notification channels and message filters