TIBCO iProcess Workspace (Windows) User’s Guide

TIBCO iProcess Workspace (Windows) User’s Guide
TIBCO iProcess® Workspace
(Windows)
User’s Guide
Software Release 11.6
January 2016
Two-Second Advantage®
Important Information
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Copyright © 1994-2016 TIBCO Software Inc. All rights reserved.
TIBCO Software Inc. Confidential Information
| iii
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
TIBCO iProcess Workspace (Windows) Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Other TIBCO Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Connecting with TIBCO Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
How to Join TIBCO Community . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
How to Access TIBCO Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
How to Contact TIBCO Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Chapter 1 Starting iProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Logging into iProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using the Browse Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Changing Your Server Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Keyboard Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Exiting iProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 2 Using Work Queue Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
The Work Queues List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Queue Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
The Work Items List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Work Item Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Work Item Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Participant Records List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Menus and Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Window Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Queue Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Work Item(s) Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Procedure Management Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
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| Contents
Personalizing Work Queue Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Changing the Display Font. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Setting Work Queue Manager Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Chapter 3 Processing Work Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Starting Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Caseless Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Opening and Processing a Work Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Locked Work Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Releasing Work Items Directly from a Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Forwarding Work Items from a Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Chapter 4 Filling in Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Opening a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Completing a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering Information into Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Field Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Field Origins. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Drop-down Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Field Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
43
43
44
44
45
45
Closing a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Keeping a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Releasing a Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Using Other Field Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
MemoFields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Application Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Field Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Copying a Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Printing a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Chapter 5 Organizing Your Work Items Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Setting Sort, Filter and Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Work Queue Sort Criteria Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Work Item List Filter Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Display Criteria Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
54
55
56
57
Finding Particular Work Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
The Expanded Find Work Item Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using Queue-Specific Data to Organize or Search Your Work Items Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
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Chapter 6 Managing Your Work Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Updating Your Work Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Updating the Work Items List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Rebuilding the Work Queues List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
The Loading Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Using Multiple Work Queue Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Chapter 7 Managing Participant Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
To Add a Participant Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
To Modify a Participant Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
To Delete a Participant Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
To Unlock a Participant Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Redirecting Work Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
To Redirect All Work Items for a Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Appendix A Command Line Access to Work Queue Manager . . . . . . . . . . . . . . . . . . . . . . . . . .77
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
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TIBCO iProcess Workspace (Windows) User’s Guide
| vii
Preface
This guide describes how to use TIBCO iProcess Workspace (Windows). If your
client has been customized by the implementation team, you may have
customized documentation available to describe how to use your TIBCO iProcess
Workspace.
This guide aimed at TIBCO iProcess Workspace users, who carry out their daily
work using iProcess procedures. For example, this can be processing claim forms,
entering loan applications, or purchasing office supplies. It assumes that you are
familiar with the operating system on your client system. You do not need any
previous experience with iProcess.
Topics
•
Related Documentation, page viii
•
Typographical Conventions, page x
•
Connecting with TIBCO Resources, page xiii
TIBCO iProcess Workspace (Windows) User’s Guide
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| Related Documentation
Related Documentation
This section lists documentation resources you may find useful.
TIBCO iProcess Workspace (Windows) Documentation
The following documents form the TIBCO iProcess Workspace (Windows) and
TIBCO iProcess Modeler documentation set, which are supplied with the TIBCO
iProcess Workspace (Windows) software:
•
TIBCO iProcess Workspace (Windows) Installation Guide Read this manual for
instructions on site preparation and installation.
•
TIBCO iProcess Workspace (Windows) Release Notes Read the release notes for a
list of new and changed features. This document also contains lists of known
issues and closed issues for this release.
•
TIBCO iProcess Suite Documentation This documentation set contains all the
manuals for TIBCO iProcess Workspace (Windows), TIBCO iProcess®
Modeler, and other TIBCO products in TIBCO iProcess® Suite. The manuals
for TIBCO iProcess Workspace (Windows) and TIBCO iProcess Modeler are as
follows:
— TIBCO iProcess Workspace (Windows) User’s Guide
— TIBCO iProcess Modeler Getting Started
— TIBCO iProcess Modeler Procedure Management
— TIBCO iProcess Modeler Basic Design
— TIBCO iProcess Modeler Advanced Design
— TIBCO iProcess Modeler Integration Techniques
— TIBCO iProcess Expressions and Functions Reference Guide
— TIBCO iProcess Workspace (Windows) Manager’s Guide
Other TIBCO Product Documentation
You may find it useful to read the documentation for the following TIBCO
products:
•
TIBCO ActiveMatrix BusinessWorks™
•
TIBCO Business Studio™
•
TIBCO Enterprise Message Service™
TIBCO iProcess Workspace (Windows) User’s Guide
Preface ix
|
•
TIBCO Hawk®
•
TIBCO Rendezvous®
TIBCO iProcess Workspace (Windows) User’s Guide
x
| Typographical Conventions
Typographical Conventions
The following typographical conventions are used in this manual.
Table 1 General Typographical Conventions
Convention
Use
SWDIR
TIBCO iProcess Engine installs into a directory. This directory is referenced in
documentation as SWDIR. The value of SWDIR depends on the operating system.
For example,
•
on a Windows server (on the C: drive)
if SWDIR is set to the C:\swserver\staffw_nod1 directory, then the full path
to the swutil command is in the C:\swserver\staffw_nod1\bin\swutil
directory.
•
on a UNIX or Linux server
if SWDIR is set to the /swserver/staffw_nod1 directory, then the full path to
the swutil command is in the /swserver/staffw_nod1/bin/swutil
directory or the $SWDIR/bin/swutil directory.
Note: On a UNIX or Linux system, the environment variable $SWDIR should
be set to point to the iProcess system directory for the root and swadmin users.
code font
Code font identifies commands, code examples, filenames, pathnames, and
output displayed in a command window. For example:
Use MyCommand to start the foo process.
bold code
font
Bold code font is used in the following ways:
•
In procedures, to indicate what a user types. For example: Type admin.
•
In large code samples, to indicate the parts of the sample that are of
particular interest.
•
In command syntax, to indicate the default parameter for a command. For
example, if no parameter is specified, MyCommand is enabled:
MyCommand [enable | disable]
TIBCO iProcess Workspace (Windows) User’s Guide
Preface xi
|
Table 1 General Typographical Conventions (Cont’d)
Convention
Use
italic font
Italic font is used in the following ways:
Key
combinations
•
To indicate a document title. For example: See TIBCO iProcess Workspace
(Windows) User’s Guide.
•
To introduce new terms. For example: A portal page may contain several
portlets. Portlets are mini-applications that run in a portal.
•
To indicate a variable in a command or code syntax that you must replace.
For example: MyCommand PathName
Key name separated by a plus sign indicate keys pressed simultaneously. For
example: Ctrl+C.
Key names separated by a comma and space indicate keys pressed one after the
other. For example: Esc, Ctrl+Q.
The note icon indicates information that is of special interest or importance, for
example, an additional action required only in certain circumstances.
The tip icon indicates an idea that could be useful, for example, a way to apply
the information provided in the current section to achieve a specific result.
The warning icon indicates the potential for a damaging situation, for example,
data loss or corruption if certain steps are taken or not taken.
Table 2 Syntax Typographical Conventions
Convention
Use
[ ]
An optional item in a command or code syntax.
For example:
MyCommand [optional_parameter] required_parameter
|
A logical OR that separates multiple items of which only one may be chosen.
For example, you can select only one of the following parameters:
MyCommand param1 | param2 | param3
TIBCO iProcess Workspace (Windows) User’s Guide
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| Typographical Conventions
Table 2 Syntax Typographical Conventions (Cont’d)
Convention
Use
{ }
A logical group of items in a command. Other syntax notations may appear
within each logical group.
For example, the following command requires two parameters, which can be
either the pair param1 and param2, or the pair param3 and param4.
MyCommand {param1 param2} | {param3 param4}
In the next example, the command requires two parameters. The first parameter
can be either param1 or param2 and the second can be either param3 or param4:
MyCommand {param1 | param2} {param3 | param4}
In the next example, the command can accept either two or three parameters.
The first parameter must be param1. You can optionally include param2 as the
second parameter. And the last parameter is either param3 or param4.
MyCommand param1 [param2] {param3 | param4}
TIBCO iProcess Workspace (Windows) User’s Guide
Preface xiii
|
Connecting with TIBCO Resources
How to Join TIBCO Community
TIBCO Community is an online destination for TIBCO customers, partners, and
resident experts. It is a place to share and access the collective experience of the
TIBCO community. TIBCO Community offers forums, blogs, and access to a
variety of resources. To register, go to the following web address:
https://community.tibco.com
How to Access TIBCO Documentation
You can access TIBCO documentation here:
https://docs.tibco.com
How to Contact TIBCO Support
For comments or problems with this manual or the software it addresses, contact
TIBCO Support as follows.
•
For an overview of TIBCO Support, and information about getting started
with TIBCO Support, visit this site:
http://www.tibco.com/services/support
•
If you already have a valid maintenance or support contract, visit this site:
https://support.tibco.com
Entry to this site requires a user name and password. If you do not have a user
name, you can request one.
TIBCO iProcess Workspace (Windows) User’s Guide
xiv
| Connecting with TIBCO Resources
TIBCO iProcess Workspace (Windows) User’s Guide
|1
Chapter 1
Starting iProcess
This chapter explains how to run iProcess on your client computer..
Topics
•
Logging into iProcess, page 2
•
Changing Your Server Password, page 4
•
Keyboard Use, page 6
•
Exiting iProcess, page 7
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 1
Starting iProcess
Logging into iProcess
To log in to iProcess:
1. Click Start, point to Programs and then to the iProcess sub-menu. (By default
this is called TIBCO iProcess Workspace (Windows).)
2. Click TIBCO iProcess Workspace (Windows).
The TIBCO iProcess Workspace (Windows) Login dialog is displayed. This
dialog prompts you for the following information:
Box
Description
User
Enter your iProcess username.
Password
If the iProcess Engine node you have selected is set up to require
password entry, you should enter your password (on the iProcess
Engine computer) here.
If the Password box is not available, click Browse, then ensure
that your iProcess Engine is selected from the list.
Server
Select iProcess Engine you want to log in to from the drop-down
list
Click Browse to update the drop-down list with iProcess Engines
that you commonly use. You are taken to the Browse iProcess
Engines dialog described in the next section.
3. When you have entered the correct information, click OK to log in.
If you cannot log in, try the following:
•
If you are logging into an iProcess Engine node for the first time, check that
the computer name where the iProcess Engine node is installed is in your
hosts file. (The location of this depends on your client/network type. If you
are unfamiliar with this file, ask your system administrator for help.)
•
You may not be a valid user on the iProcess Engine node, or you may have
entered the wrong (or no) password in the box (if enabled).
•
TIBCO iProcess Workspace (Windows) is unable to access the iProcess Engine
node. You need to enable the access from iProcess Workspace (Windows) to
iProcess Engine by configuring the RPC_BLOCK attribute. For more information
about this issue, see "Administering Process Attributes" in TIBCO iProcess
Engine Administrator’s Guide.
TIBCO iProcess Workspace (Windows) User’s Guide
Logging into iProcess 3
|
After login, you are taken to the Work Queue Manager - Chapter 2 on page 9 for
full details.
If the iProcess command line includes a tool parameter, you will be taken directly
to that function instead. See “Starting and Configuring iProcess From the
Command Line” in TIBCO iProcess Workspace (Windows) Manager’s Guide for more
information.
Using the Browse Dialog
This dialog enables you to update the server drop-down list of the TIBCO
iProcess Workspace (Windows) Login dialog with iProcess Engines that you
commonly use.
After a few seconds, you are shown a list of all the active iProcess Engines on your
network, plus any others that are already selected.
Column
Description
Server
This is the server computer name.
Service No.
This is the RPC service number, which distinguishes between
different iProcess Engines on the same computer.
Description
This consists of the iProcess Engine nodename, followed by
the iProcess licen name.
Select or de-select iProcess Engines required (by clicking the mouse on the items,
or with the ARROW keys and SPACEBAR to select), then click OK to close the
dialog.
To ensure the browse list is up to date, de-select all iProcess Engines, click OK,
then Browse again.
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 1
Starting iProcess
Changing Your Server Password
To change your password on the server you are connected to:
1. From the Work Queue Manager, click Tools > Change Password.
The Change Password dialog is displayed.
This dialog will be displayed automatically if you attempt to log in when your
password has expired.
2. Fill out the boxes in the dialog as follows:
Box
Description
Old password
Enter your current password. (If you have forgotten
your current password, you will have to ask your
system administrator to change your password on
the server directly.)
New password
Enter your chosen new password. This password
must conform to the requirements of your server’s
operating system.
Confirm new password
Enter your chosen new password again.
Passwords are not displayed when you type them - they appear as asterisks
instead.
3. Click OK. You will have to use the new password when you next log in or use
an electronic signature on a form.
If you encounter problems trying to change your password:
•
Read any error message that is displayed. This will probably indicate the
cause of the problem.
•
Passwords are usually case sensitive, so check that your CAPS LOCK key is
off.
•
Did you enter your current password correctly?
•
Is the new password sufficiently different from the current one?
•
Try entering a longer new password.
•
Try mixing digits and letters, or use mixed case letters.
TIBCO iProcess Workspace (Windows) User’s Guide
Changing Your Server Password 5
|
If you still cannot get iProcess to accept your new password, contact your system
administrator for further assistance.
TIBCO iProcess Workspace (Windows) User’s Guide
6
| Chapter 1
Starting iProcess
Keyboard Use
Although use of the mouse is usually more convenient, all aspects of iProcess can
be controlled from the keyboard.
•
Your operating system help and/or user documentation should describe the
standard keys for using menus, dialog and list boxes etc.
•
Some of the menu options have keyboard shortcuts noted on the right hand
side of the menu which may be used as an alternative.
•
Some buttons and other controls may have an underlined character; as an
alternative to pressing the button, ALT+ the key for the underlined character
may be pressed.
•
A button surrounded by a dark line is the default option and will be chosen by
pressing ENTER; the default may be moved by TAB and SHIFT+TAB.
•
An object in a window (button, list box or field) can also be in focus, meaning
that it is responsive to keyboard entry. TAB and SHIFT+TAB may be used to
move the focus, usually shown by a surrounding dotted line, flashing cursor
or highlight.
TIBCO iProcess Workspace (Windows) User’s Guide
Exiting iProcess 7
|
Exiting iProcess
To exit iProcess:
1. Click Close from the Work Queue Manager window.
2. Confirm in the Exit TIBCO iProcess dialog - if you have any active iProcess
windows, you may be asked to close them.
If you select the Save Changes check box, the settings on the Options menu will
be saved.
You can also log out of iProcess externally. See “Starting and Configuring iProcess
From the Command Line” in TIBCO iProcess Workspace (Windows) Manager’s Guide
for more information about using iProcess command line parameters.
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 1
Starting iProcess
TIBCO iProcess Workspace (Windows) User’s Guide
|9
Chapter 2
Using Work Queue Manager
The Work Queue Manager gives quick on-screen access to your outstanding work.
It is the main window you are taken to after logging in to iProcess Workspace on
most installations.
Getting Started on page 10 shows you the basics of how to use Work Queue
Manager to start major iProcess functions and process your work items. It
describes the window areas, menus, buttons and icons you will see when using it.
The remaining sections in this chapter explain the features provided by Work
Queue Manager, which enable you to manage your work queues simply and
effectively:
Topics
•
Getting Started, page 10
•
The Work Queues List, page 12
•
The Work Items List, page 15
•
Participant Records List, page 18
•
The Status Bar, page 19
•
Menus and Toolbar Buttons, page 20
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 2
Using Work Queue Manager
Getting Started
When you log in to iProcess Workspace, the Work Queue Manager starts
automatically. The Main Work Queue Manager window is displayed. (The
window could be minimized as a button on your taskbar.)
The window is divided into two parts:
•
The work queues list, on the left hand side of the window, shows the list of
work queues you have access to.
•
The work items list, on the right hand side of the window, shows the work
items in the currently selected queue.
To change the size of either part of the window, drag the bar that separates the
two sides.
Figure 1 shows the basic steps you should follow to process your work items
using Work Queue Manager.
TIBCO iProcess Workspace (Windows) User’s Guide
Getting Started 11
|
Figure 1 How to Use Work Queue Manager to Process Your Work
1. Double-click a folder in the work queues list to open it and display the queues it contains.
2. Click a work queue to update it and display its work items in the work items list.
3. Double-click a work item to open it.
4. Fill in the form.
5. Release (or keep) the work item when you have
finished. See Processing Work Items on page 31.
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 2
Using Work Queue Manager
The Work Queues List
The work queues list, on the left hand side of the window, lists all the work
queues that you have access to. To make them easier to find, queues are organized
into the following folders:
•
The User Queues folder, containing your personal work queue
, which
only you can access. (Even iProcess administrators cannot access your
personal work queue.)
If you are logged in as the iProcess Administrator user, swadmin, this folder
may also contain an undelivered mail queue.
•
The Group Queues folder, containing group work queues
. All users
who are members of the same group can work on that group queue.
•
The Test Queues folder. This folder is only displayed if you are a user who is
allowed to define iProcess procedures. It contains:
—
—
•
test user queues for any unreleased procedures.
test group queues for any unreleased procedures.
The Queues Administration folder - If you are a Queue Supervisor, you will
have a folder containing the queues you are supervisor of.
Note that:
•
Queues may also be sorted by queue description if this option has been set by
your system administrator.
•
You may sometimes see a Rebuild Queues button at the top of the work
queues list. See Rebuilding the Work Queues List on page 67 for more
information about this button.
•
When you select a work queue you may occasionally see one of the following
error messages.
If you see this message...
Do this...
Work queue not responding
Click OK. The queue will be grayed out.
This means that the work queue server has
temporarily failed. Try selecting another
queue before selecting this queue again. If
the queue is still unavailable, contact your
system administrator.
TIBCO iProcess Workspace (Windows) User’s Guide
The Work Queues List 13
|
If you see this message...
Do this...
The Work Item Server (WIS)
is fetching the work items for
this queue. Please wait...
Wait for the list of work items to appear.
How long this takes will depend on the
size of the queue and the load on your
system. If this message continues to be
displayed and the list of work items does
not appear, contact your system
administrator.
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| Chapter 2
Using Work Queue Manager
Queue Status Indicators
Work Queue Manager provides several indicators to let you easily see the status
of a work queue, library, procedure or sub-procedure. You may see these
indicators either on their own or in combination on any work queue, library,
procedure or sub-procedure.
Indicator
Description
A yellow envelope on top of an icon means that the queue
contains work items that have not yet been opened.
A yellow circle with an arrow on top of an icon means
that the queue contains work items that have deadlines.
A red exclamation mark to the right of a queue name
means that the queue contains urgent work items.
User/group queues with active redirection are shown
with a red arrow attached to the right side of the icon.
Redirected queues in the Queue Administration folder
are shown with a
attached to the right side of the icon,
plus
to the right of the description, or
if the
redirection is currently active, plus the destination queue
name.
blink
If a queue icon is animated - blinking on and off something has changed since you last opened the queue
or updated its work items list. For example, a new work
item has arrived or a deadline has expired. Clicking the
animated icon updates the work items list for the queue.
Setting Work Queue Manager Options on page 27
explains how you can set up which events cause a work
queue icon to animate.
Note: If the queue is not visible the animated page
appears on top of the parent folder instead, so that you
can see that something has changed in one of its queues.
TIBCO iProcess Workspace (Windows) User’s Guide
The Work Items List 15
|
The Work Items List
If a Work Queue is highlighted on the left, the area on the right hand side of the
window lists the Work Items in the current Queue. By default, the following
information is shown about each work item:
•
its Case Description and Case Reference.
•
its Status. See Work Item Status Indicators on page 16.
•
the Form Description which will appear when the work item is opened.
•
any Deadline attached to it:
•
A yellow circle with an arrow indicates a deadline which will expire on
the date and time shown.
•
A red circle with an arrow indicates a deadline which has already
expired on the date and time shown.
You can tailor the information displayed about each work item to individual
queue requirements. See Organizing Your Work Items Lists on page 53 for more
information.
You can change the order in which columns are displayed by clicking in a column
heading, dragging it left or right to a new position and releasing it. You can
change the width of a column by dragging the right hand border of the column
left or right until it is the size you want.
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| Chapter 2
Using Work Queue Manager
Work Item Status Indicators
A work item’s status is shown visually using the following indictors.
Indicator
Description
A yellow envelope means that the work item has not been opened
since it arrived in the queue. (The work item text is also shown in
blue to indicate this.)
A white page means that the work item has been previously
opened and kept.
A grey page means that the work item cannot be opened because
it belongs to a case that has been suspended.
An envelope with a red arrow means that the work item can be
released directly from the work queue. See Releasing Work Items
Directly from a Queue on page 36.
A padlock means that the work item is locked and cannot be
accessed - usually because somebody has it open already. The
work item text is also shown in grey to indicate this. (An item’s
lock status is updated automatically - see Updating Your Work
Queues on page 66.)
A red cross through an icon means that the work item is not
available - you may see this on a work item which another user
has already released.
Note: You may also see the following indicators in combination with any of
the above:
A red exclamation mark to the side of an icon means that the
work item is urgent. See Work Item Priorities on page 17.
Work items awaiting redirection are shown with a red arrow to
the right of the status icon, and the text is grayed out.
TIBCO iProcess Workspace (Windows) User’s Guide
The Work Items List 17
|
Work Item Priorities
Work items are given priority values when they arrive in a queue. Priority values
range between 1 (the highest) and 999 (the lowest):
•
A work item’s priority may change over time once it has arrived in a queue.
(The procedure definer determines whether or not a work item’s priority
escalates in this way.)
•
You can display work item priorities, and use them to sort, filter or find items
in your queues. See Organizing Your Work Items Lists on page 53.
•
A work item will be marked as urgent if its priority value is equal to or less
than a specific value. By default this value is 10, but the iProcess administrator
can change it as required for individual queues.
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 2
Using Work Queue Manager
Participant Records List
If an Administration Queue (a queue in the Queue Administration folder) is
highlighted on the left, the area on the right hand side of the window lists the
Participant Records for the current Queue.
A Participant Record consists of information about which Users can be
Participants in a Queue and for what period(s). The following information is
shown about each Participant Record.
•
Participants. This is a list of users who have access to the current queue.
•
Active Time. This shows the date(s) and time(s) when access is possible for
the listed users.
You can move or resize the columns by using the mouse to click and drag the
headings.
TIBCO iProcess Workspace (Windows) User’s Guide
The Status Bar 19
|
The Status Bar
The status bar provides summary information about the currently selected folder
or work queue:
•
If a folder is selected, the status bar shows the name of the folder and the
number of queues it contains.
•
If a work queue is selected, the status bar shows the following information.
Current queue
Number of
urgent items
Number of work
items in the queue
Number of items Current work
item
with deadlines
Number of
Status messages are
unopened items sometimes shown. This
example shows that a filter is
applied to the queue. Note
that all counts are made
according to this filter.
TIBCO iProcess Workspace (Windows) User’s Guide
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| Chapter 2
Using Work Queue Manager
Menus and Toolbar Buttons
The options from the Tools menu (and the set of buttons on the left hand side of
the toolbar) correspond to the major iProcess functions available to you,
depending on your system configuration and user type. (Some also require extra
software installed on your computer.) The following sections describe the full set
of options (organized by menu):
•
Tools Menu
•
Window Menu
•
Queue Menu
•
Work Item(s) Menu
•
Procedure Management Menu
•
Options Menu
•
Help Menu
Keyboard shortcuts are also available. To see what a keyboard shortcut is, select
the menu option or rest your pointer over the button.
TIBCO iProcess Workspace (Windows) User’s Guide
Menus and Toolbar Buttons 21
|
Tools Menu
The following table describes the menu options and their associated icons for the
Tools menu.
Option
Button
Description
Case Start
Enables you to start a new case of a main
procedure. See Starting Cases on page 32.
Case
Administration
Enables you to perform case administration tasks
such as closing cases, purging cases and
examining the audit trail for a particular case of a
procedure. See “Administering Cases” in TIBCO
iProcess Workspace (Windows) Manager’s Guide for
information about administering cases.
Process
Administrator
Enables you to create or edit users, groups, roles,
attributes, lists or tables; purge or close cases and
initiate the Move Sysinfo process to update
iProcess data.
See TIBCO iProcess Workspace (Windows) Manager’s
Guide for more information.
EIS Reports
Runs an Executive Information Service (EIS)
Report, either directly or via a selection dialog. See
“Reporting on Case Data” in TIBCO iProcess
Workspace (Windows) Manager’s Guide for more
information.
The third party data viewer must be installed on
your computer to use this.
RunStep
Opens a form window of a particular step of a
procedure without starting a case (a caseless
form). See Caseless Forms on page 34.
Queue
Monitor
Starts TIBCO iProcess Monitoring.
See TIBCO iProcess Monitoring User’s Guide for
more information.
Note: You must have TIBCO iProcess Monitoring
installed on your computer.
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| Chapter 2
Using Work Queue Manager
Option
Button
Description
Change
Password
None
This command enables you to change your
password on the Server your client is connected
to. See Changing Your Server Password on page 4.
Window Menu
The following table describes the menu options and their associated icons for the
Window menu.
Option
Button
Description
Create New
Work Queue
Window
Create a new Work Queue Manager window. See
Using Multiple Work Queue Windows on page 69.
Work Queues
Charting
Mode
Switch between the work items list and loading
chart. See The Loading Chart on page 68.
TIBCO iProcess Workspace (Windows) User’s Guide
Menus and Toolbar Buttons 23
|
Queue Menu
The following table describes the menu options and their associated icons for the
Queue menu.
Option
Button
Description
Update
Update the work items list for the current
work queue. See Updating Your Work
Queues on page 66.
Update
Updates the list of Participant Records for
the currently opened Administration
Queue.
Change Access
Criteria
View or change the sort, filter or display
options for the current work queue. See
Setting Sort, Filter and Display Options on
page 54.
Administration
See below
Takes you to a submenu with the following
options. This is only available if you are a
Queue Supervisor.
Administration
> Add
Participant
Record
Adds a Participant Record to the currently
selected Administration Queue. See To Add
a Participant Record on page 72.
Administration
> Modify
Participant
Record
Enables you to modify the currently
selected Participant Record. See To Modify
a Participant Record on page 73.
Administration
> Delete
Participant
Record
Deletes the currently selected Record (after
confirmation).
Administration
> Redirect
Work Items
Enables you to redirect all Work Items for
the currently selected Administration
Queue. See Redirecting Work Items on
page 76.
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Using Work Queue Manager
Option
Button
Description
Administration
> Unlock
Participant
Record
None
(iProcess Administrator user only) Forcibly
unlocks a record which has been left locked
accidentally. See To Unlock a Participant
Record on page 75.
Rebuild
Queues List
Forces the queues list to be rebuilt. See
Rebuilding the Work Queues List on
page 67.
Work Item(s) Menu
The following table describes the menu options and their associated icons for the
Work Item(s) menu.
Option
Button
Description
Open
Open the currently selected work item. See
Opening and Processing a Work Item on
page 35.
Open
First/Next
Unlocked
Open the first (or using the CTRL key, the
next) unlocked work item in the work items
list. See Locked Work Items on page 35.
Release
Release the currently selected work item(s)
directly from the queue. See Releasing Work
Items Directly from a Queue on page 36.
Forward
Forward the currently selected work item(s)
to another user. See Forwarding Work Items
from a Queue on page 37.
Find
Find a particular work item in the current
queue. See Finding Particular Work Items
on page 60.
TIBCO iProcess Workspace (Windows) User’s Guide
Menus and Toolbar Buttons 25
|
Procedure Management Menu
For a description of the Procedure Management menu options, see “Standard
Toolbar Buttons and Menu Items” in TIBCO iProcess Modeler Procedure
Management.
Options Menu
The following table describes the menu options and their associated icons for the
Options menu.
Option
Button
Description
Font
Change the font used in the Work Queue
Manager window. See Changing the
Display Font on page 27.
Window
Options
View or change your current work queue
window, animation or notification or
Procedure Management options. See Setting
Work Queue Manager Options on page 27.
Form Window
None
Choosing this command gives a submenu
with the following options, which take you
to standard dialogs affecting all forms:
•
Select Font
•
Select Background Color
•
Select Text Color
Always on Top
None
When ticked, the Work Queue Manager will
be always be on top of other open windows.
Case Start
Auto-Repeat
None
When ticked, specifies that the Case Start
Dialog should reappear after a successful
Case Start.
Auto-Repeat
Open Work
Item
None
When ticked, after you release a form the
first available work item in the queue is
opened.
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Using Work Queue Manager
Help Menu
Option
Button
various
TIBCO iProcess Workspace (Windows) User’s Guide
Description
Display iProcess Help.
Personalizing Work Queue Manager 27
|
Personalizing Work Queue Manager
This section explains how you can personalize Work Queue Manager to suit the
workstation you use and your personal preferences. See:
•
Changing the Display Font on page 27
•
Setting Work Queue Manager Options on page 27
Whatever options you set are saved when you log out of iProcess Workspace
(Windows) and used again when you next log in.
Changing the Display Font
To change the font, style or size of text displayed in the current Work Queue
Manager window:
1. Click
.
The Font dialog is displayed.
2. Select the font, style, size and script you want to use and click OK.
Any new Work Queue Manager windows you open will use these settings. Any
existing windows are not affected. (If, on the other hand, you wish to change the
font for the Form window, click Options > Form Window.)
Setting Work Queue Manager Options
To change the events which animate a work queue icon, how and when you are
notified about new work items, or some general window options:
1. Highlight the a folder or queue in the Work Queue List.
2. Click
.
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| Chapter 2
Using Work Queue Manager
The Work Queue Manager Options dialog is displayed.
3. Select the options you want to use (as shown in the following table) and click
OK.
Option
Description
Minimize Window on
startup
Set this option to control how the window appears when you login to
iProcess Workspace:
•
Select this box if you want the window to appear minimized.
•
Leave it blank if you want the window to reappear in the same
size and position it was in when you logged out.
Minimize Window on
work item open
Select this box to minimize the window when you open a work item.
Tool Bar Button Size
Use the arrow buttons (or enter a value) to make the toolbar buttons
proportionately larger or smaller.
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Option
Description
Dynamic drag-scroll
display in work item list
Set this option to control how you scroll through work item lists
which are too big to fit in the window:
•
Select this box to update the work item list dynamically when
you drag the scroll bar slider. (This is the recommended option if
you want to be able to browse through large queues.)
•
Leave it blank if you want the work item list to update only when
you release the slider (which is faster).
New items arrive
Select this box to animate a work queue’s icon when new work items
arrive.
Work items are removed or
released (by other users)
Select this box to animate a work queue’s icon when other users in a
group queue remove or release a work item.
Work item deadlines
expire
Select this box to animate a work queue’s icon when a deadline
expires on a work item.
New or existing items have
become urgent
Select this box to animate a work queue’s icon when a new item
arrives which is urgent, or when an existing item becomes urgent. See
Work Item Priorities on page 17.
Work item priorities or
variables have changed
Select this box to animate a work queue’s icon when an existing work
item’s priority value, case description or work queue field changes.
Check for new work
period
Use the slider controls (or enter a value) to set the interval between
automatic queue refreshes. See Managing Your Work Queues on
page 65.
Play Sound when new
work arrives
Select this box if you want Work Queue Manager to play a sound
when a new work item arrives in a queue.
Sound
If you have the appropriate hardware and want to use a different
sound from the default system bleep specify the pathname of a .WAV
file. You can use the Browse button to locate an appropriate file and
the Test button to test the sound.
Show Dialog when new
work arrives
Select this box if you want Work Queue Manager to display the New
iProcess Work Has Arrived dialog when a new work item arrives in
a queue. This dialog lists all the queues which have just received new
work items. A Go To Queue button enables you to select a queue and
jump to it to view the updated work items list.
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Using Work Queue Manager
Option
Description
Only notify when all work
queue manager windows
are inactive
Select this box if you want to be notified of new work (by sound
and/or dialog) only if you are not already working in a Work Queue
Manager window.
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Chapter 3
Processing Work Items
This section explains how to process your work items.
Topics
•
Starting Cases, page 32
•
Opening and Processing a Work Item, page 35
•
Releasing Work Items Directly from a Queue, page 36
•
Forwarding Work Items from a Queue, page 37
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Starting Cases
A case is an instance of running an iProcess procedure. To start a new case of a
procedure:
1. Click the Case Start tool
from the Work Queue Manager
window. The Case Start dialog appears.
2. In the Procedure Type section of the dialog, make sure you select Released.
All available procedures of that type are listed (along with the version
number). For a description of the Model and Unreleased buttons, see “Testing
Procedures” in TIBCO iProcess Modeler Procedure Management.
3. Either click one of the procedures in the list, or enter its name in the Procedure
text box.
You can only start cases for a main procedure. You cannot start cases for
sub-procedures.
4. Enter some text for reference in the Case Description box (unless Case
Description is grayed-out).
5. Click Start to start the case.
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If you are starting several cases in succession, click Options > Case Start
Auto-Repeat from the Work Queue Manager window. This will return you to the
Case Start dialog after each successful case start (until you click Cancel).
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Processing Work Items
Caseless Forms
Caseless forms is a facility that enables you to open the form window for any step
of a procedure without starting or accessing a case.
If you have a Runstep command tool
like the one on the left in your Work
Queue Manager window, choosing it will open a specific caseless form as set up
by your system administrator.
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Opening and Processing a Work Item
1. Double-click an (unlocked) work item in the work items list to open it.
A Form window is displayed, containing a form for you to fill in.
2. When you have finished working on the form, click File > Exit and either:
— release the work item back to iProcess Engine for further processing. The
work item disappears from your queue.
— keep the work item in your work queue so that you can work on it again.
Any information you have entered into the form is saved.
See Filling in Forms on page 41 for more information about filling in forms.
Locked Work Items
A work item, which is shown in gray, with Status
is locked. This means that
you cannot open it because somebody already has it open. (Locking prevents two
people from working on the same work item at the same time.) You will see
locked work items in two situations:
•
When you open a work item its status immediately changes to locked, and
remains so until you keep or release it.
•
When you are working in a group queue, items that other users are currently
working on are shown as locked.
Work Queue Manager automatically updates the lock status of work items (see
Managing Your Work Queues on page 65). You will see work items in group
queues changing between locked and unlocked as other members of the group
work on them.
When you are working in a large or busy group queue, rather than search for an
unlocked work item to open you can simply click
to open the first unlocked
item in the queue. (If you hold down the CTRL key at the same time you open the
next unlocked item from where you are in the queue.)
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Releasing Work Items Directly from a Queue
If a work item’s form simply displays information (that is, it does not contain any
fields for you to fill in) you can release it directly from the queue, without opening
it first.
Such queue releasable items are shown with Status
. New items (with status
) may also be releasable, in which case the
button is shown as available
when you click the item.
The ability to directly release items in this way is useful if, for example, you
receive large numbers of ‘for information only’ copies of work items completed
by other users.
To release a work item directly from a queue:
1. Click the work item you want to release. If you want to release several work
items, hold down the CTRL key and click each additional one.
If you want to select a block of work items, click the first item, then hold down
the SHIFT key and click the last item.
2. Click
.
The Release Work Item(s) dialog appears.
3. Click Yes to confirm that you want to release the work items.
The work items are released and disappear from your queue.
When you release a work item directly from a queue, any initial and release
scripts associated with the work item are not run.
If you accidentally select a group of work items which includes one or more that
cannot be released, the Release Work Item Problem dialog appears. This dialog
identifies the work item which can’t be released, and enables you to either skip
this item and continue, or stop releasing items at this point.
Sort your queue by Queue Releasable Items to make it easy to select a list of items
to release in a single operation. See The Work Queue Sort Criteria Dialog on
page 55.
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Forwarding Work Items from a Queue
You may be able to forward certain work items from your queue to other users.
Forwarding enables you to pass a work item on to another queue without
progressing the case.
The procedure definer determines whether or not a particular work item can be
forwarded when they set up a procedure. For example, a procedure may be set up
which sends all new work items for a group queue to a supervisor, who can then
forward them on to different people in the group, according to their current
workload.
Whether you as a user can forward work items also depends on the setting of
your USERFLAGS attribute - see “Managing Users” in TIBCO iProcess Workspace
(Windows) Manager’s Guide.
To forward a work item to another queue:
1. Click the work item you want to forward. If you want to forward several work
items (to the same user), hold down the CTRL key and click each additional
one (or extend the selection by holding down the SHIFT key).
2. Click
•
. (If the item cannot be forwarded this button is not available.)
The Forward Work Items dialog appears. From the list shown, select a queue
to forward the work item to and click Forward.
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Select the Restrict list to ONLY show queues that you are a member of check
box if you want to list only those group queues which you are a member of. If
you leave the box blank, all user and group queues are listed.
Note that:
— you cannot forward work items to test queues or (if you are logged in as an
iProcess Administrator user) to the Undelivered Work Items queue.
Consequently these queues are never listed.
— the current setting of this box is saved when you log out and used when
you next log in.
Alternatively, you can use drag and drop forwarding:
1. Click the work item you want to forward to highlight it (or select multiple
items by holding down the CTRL or SHIFT keys as described above).
2. Drag the highlighted work item(s) with the mouse to one of the Work Queues
in the list on the left hand side of the window.
You can drag a work item between different Work Queue Manager windows,
provided they belong to the same client session.
In either case, the items are forwarded to the selected user and disappear from
your queue.
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Forwarding Work Items from a Queue 39
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If you accidentally select a group of work items which includes one or more that
can’t be forwarded, the Forward Work Item Problem dialog appears. This
identifies the work item which can’t be forwarded, and enables you to either skip
this item and continue, or stop forwarding items at this point.
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TIBCO iProcess Workspace (Windows) User’s Guide
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Chapter 4
Filling in Forms
This chapter shows you how to fill in the form of a work item when opened from
a work queue or when you start a case.
Topics
•
Opening a Form, page 42
•
Completing a Form, page 43
•
Closing a Form, page 46
•
Using Other Field Types, page 48
•
Field Editing, page 50
•
Copying a Form, page 51
•
Printing a Form, page 52
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Filling in Forms
Opening a Form
You can open a form in two ways:
•
By double-clicking on a work item in a work queue (see Processing Work
Items on page 31).
•
By starting a case (see Starting Cases on page 32).
In both instances you are presented with a Form Window on your screen. Figure 2
shows an example of a Form Window.
Figure 2 The Form Window
Form description
Menu Bar
Field
Release icon
Keep icon
Form
Procedure name
Case number and description
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Completing a Form 43
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Completing a Form
This section describes how to complete a form. It discusses:
•
entering information into fields
•
field types
•
field origins
•
drop down lists
•
field help
Entering Information into Fields
When you open a form that has one or more fields that you can fill in, the cursor is
automatically placed on the first field.
To enter information:
1. Type the information in the field.
2. Press Return or Tab to move to the next field.
Some forms, such as a letter, may only display information and will not have any
fields to fill in.
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Filling in Forms
Field Types
The information that you enter into a field depends on the field type:
Field Type
Characteristics of Input
Example
Text
Any characters.
56 Bath Crescent
Numeric
+/- numbers with decimal
places where specified.
6050.75
Date
By default, dd/mm/yyyy,
but your System
Administrator can change
this.
24/10/1998
Time
24 hour clock.
17:01
Memo Field
Large amounts of text.
See MemoFields on page 48
Application Field
No input is allowed.
See Application Fields on
page 49
If you try to enter the wrong kind of information, such as text in a numeric field, it
will not be accepted by iProcess.
Field Origins
Fields are shown in different ways depending on what you need to do with them.
This is called the Field Origin:
Origin
Displayed As
Action
Required
Red, turns to
white when filled.
You must complete this field before you can
Release the work item.
Optional
White
You can enter information into this field but
you do not have to.
Display
White
This field is for information only. You cannot
enter information into it. The information
will have been entered in a previous step or
by abox file or calculated by the procedure.
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Drop-down Lists
A field that has a selection of responses that you can choose from is shown with a
drop-down list:
Click the button next to
the field to show or hide
the contents of the list.
To select an item from the drop-down list, click the appropriate item.
Alternatively, typing the first letter of the item takes you to the first entry
beginning with that letter.
Where a range is specified e.g. 1000 to 2000, enter a number within the range.
When the list is displayed with a blank field, you can enter any value into the field
and it is automatically added to the list.
Field Help
Some fields have help information provided by the procedure definer.
When a field has a
field.
button next to it, click the button to see the help for the
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Closing a Form
You can close a form by either Keeping it or Releasing it.
•
Keeping a form returns the form to your Work Queue and you can open it
again later to continue working on it.
•
Releasing a form removes the Work Item from your queue and allows the case
of the procedure to progress to the next step. You Release a form when you
have finished working on it.
Note that:
•
You cannot Release a form until you have completed all of the Required fields.
•
If you have a work item open and the work queue server fails for any reason,
you can keep or release the item but the effect will always be to keep the work
item. When the work queue is working again, you can go back to the work
item and then release it.
•
If you see the following error message when you try to keep or release a work
item:
Error case data updated elsewhere since item opened. Please open item
and edit it again.
it means that iProcess Engine has updated the work item with new data since
you opened it. This means that you are, effectively, working on an out-of-date
copy of the work item. As a result, your keep or release instruction is ignored.
The work item is returned to your queue with the changes made by iProcess
Engine, but any changes you made to the work item are lost.
Keeping a Form
To keep a form, double-click the Keep icon
on the status bar (see Figure 2 on
page 42). The Work Item is returned to your queue. You can re-open the form at
any time.
Note that:
•
TIBCO iProcess Engine can update some or all of the field values in a work
item while it is in your queue. The server will do this if, for example, new data
relevant to the work item has been received from another system. If this
happens, you may not see the field values you expect when you next open the
form.
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Closing a Form 47
|
•
If a case is suspended while you have the work item open, and you keep it,
any changes you have made are lost. (Cases can only be suspended by SPO or
SAL applications.)
Releasing a Form
Once all of the Required fields have been completed, the Release icon
on the
status bar is enabled with a yellow envelope displayed. Double-click this icon to
release the form. This case then moves on to the next step in the procedure.
If the Release icon is not enabled (grayed-out), check that all Required fields have
been completed and that you have tabbed off or pressed <Return> on the last
Required field.
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Filling in Forms
Using Other Field Types
This section explains how to use:
•
MemoFields
•
Application Fields
MemoFields
A memo field is a text field that enables you to enter a large amount of
information.
A memo field in a form is indicated by this icon. Where the
paper on the right is blank, the memo field is empty.
When the paper has writing on it, the memo field contains
information.
To Open a Memo Field
Click the field to open the memo.
To Complete a Memo Field
Enter your information within the memo. You may enter as much or as little
information as you need.
To Save a Memo Field
1. Click the Exit button. You are asked if you would like to save your changes.
2. Click Yes to save the memo. Click No to discard your changes.
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Application Fields
Application fields are used in a form to call another Windows application or an
iProcess expression or script. The field appears as a button which, when clicked,
runs the application.
The button can have an icon and/or a description or neither:
•
Icon and description. Clicking this opens
Windows Notepad. (Clicking it twice runs Notepad again - not the same one).
•
Icon only. Clicking this opens Microsoft Excel.
•
This button appears when there is no icon or description.
Application field
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Filling in Forms
Field Editing
You can cut, copy and paste field contents from one field to another and you can
undo your editing.
Operation
Description
Cut
To cut, select the field contents you want to delete and click Edit
> Cut.
Copy
To copy, select the field contents you want to copy and click Edit
> Copy.
Paste
To paste, select the field you want to paste into and click Edit >
Paste.
Undo
To undo the last key stroke in a field, click Edit > Undo.
Undo All
To undo ALL the changes you have made to a form in this editing
session, click Edit > Undo All. You will be asked to confirm that
you want to undo all changes. Click Yes to undo or No to keep
your changes.
Note: You cannot undo an Undo.
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Copying a Form
You can copy the form (fixed text and fields) to the clipboard so that it can be
pasted into another application such as a word processor.
To copy the form, click Edit > Copy All.
This option is only available if the form has been given Edit permission by the
procedure definer.
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Printing a Form
To print the form click Form > Print. The standard Windows Print dialog is
displayed. Select the options you want and click OK.
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Chapter 5
Organizing Your Work Items Lists
This section explains how you can organize and search your work items lists so
that you can easily find the information you need when you need it.
Topics
•
Setting Sort, Filter and Display Options, page 54
•
Finding Particular Work Items, page 60
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Setting Sort, Filter and Display Options
A default set of sort, filter and display options are defined on iProcess Engine.
These defaults control the way your queues are displayed in Work Queue
Manager. If these defaults do not suit you, you can customize them for individual
queues.
To set sort, filter or display options for the current work queue:
1. Click
. The Work Queue Access Criteria dialog is displayed.
2. Click:
— Sort to define the order in which work items are displayed. See The Work
Queue Sort Criteria Dialog on page 55.
— Filter to control which work items are displayed. See The Work Item List
Filter Dialog on page 56.
— Display to define which columns of information are displayed about each
work item. See The Display Criteria Dialog on page 57.
3. Click OK when you have selected the options you want (or Cancel, to discard
any changes).
The options you have set are applied to the current queue. If you have applied a
filter the message [Filter ON] is displayed in red on the right hand side of the
status bar.
These options are saved when you exit from iProcess, and are used when you next
log in and open the queue, either from the same or from a different workstation.
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Setting Sort, Filter and Display Options 55
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Use the Sort, Filter and Display options to customize your individual queues to
suit your working practices and personal preferences. For example, display all
queue releasable items at the top of the list, or show only urgent work items in
order of priority.
The Work Queue Sort Criteria Dialog
You use the Work Queue Sort Criteria dialog to define the order in which work
items are displayed. See Sort Criteria on page 55 for a description of the different
sort criteria that you can use.
Sort Criteria
The following table lists the sort criteria that you can use in the Work Queue Sort
Criteria dialog.
Sort Criteria
Description
Procedure host node
Node name of the system hosting the procedure that generated the work
item.
Procedure name
Name of the procedure that generated the work item, supplied by the
procedure definer.
Case number
Case number of the case which the work item is part of.
Form name
Name of the form that is displayed when the work item is opened,
supplied by the procedure definer.
Arrival Date and Time
Date and time when the work item arrived in the queue, in the format
dd/mm/yyyy hh:mm.
Deadline Date and
Time
Date and/or time when the deadline on the work item expires (if one is
set), in the format dd/mm/yyyy hh:mm.
Case Description
Text describing the case (up to 24 characters).
Priority
Priority value of the work item. See Work Item Priorities on page 17.
WQ Parametern
Work queue field. See Using Queue-Specific Data to Organize or Search
Your Work Items Lists on page 63.
Deadline Items
Use these criteria to sort work items according to whether or not they
have deadlines. (Use Deadline Date and Time as well to sort items within
these categories.) See Work Item Status Indicators on page 16.
Deadline Expired Items
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Sort Criteria
Description
Urgent Priority Items
Use these criteria to sort work items by their status. See Work Item Status
Indicators on page 16.
Unopened items
Forwardable Items
Queue Releasable
Items
Procedure Description
Description of the procedure that generated the work item, supplied by
the procedure definer.
Form Description
Description of the form that is displayed when the work item is opened,
supplied by the procedure definer.
Queue-specific
items
Items containing queue-specific data, as defined by the iProcess
administrator. See Using Queue-Specific Data to Organize or Search
Your Work Items Lists on page 63.
The Work Item List Filter Dialog
You use the Work Item List Filter dialog to set up filters to control which work
items are displayed. See Filter Criteria on page 56 for a description of the different
filter criteria that you can use.
Filter Criteria
The following table lists the filter criteria that you can use in the Work Item List
Filter dialog.
Filter Criteria
Description
Host name
Node name of the system hosting the procedure which generated the work
item.
Procedure name
Name of the procedure which generated the work item, supplied by the
procedure definer.
Procedure
description
Description of the procedure which generated the work item, supplied by the
procedure definer.
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Filter Criteria
Description
Case reference
Unique case reference, in the form procedure number-case number, of the case
which the work item is part of.
Case description
Text describing the case (up to 24 characters).
Form name
Name of the form which is displayed when the work item is opened, supplied
by the procedure definer.
Form description
Description of the form which is displayed when the work item is opened,
supplied by the procedure definer.
Deadline
Date and/or time when the deadline on the work item expires (if one is set), in
the format dd/mm/yyyy hh:mm.
Priority
Priority value of the work item. See Work Item Priorities on page 17.
WQ Parametern
Work queue field. See Using Queue-Specific Data to Organize or Search Your
Work Items Lists on page 63.
Queue-specific
items
Items containing queue-specific data, as defined by the iProcess administrator.
See Using Queue-Specific Data to Organize or Search Your Work Items Lists on
page 63.
The Work Item Filter For: Name Dialog
This dialog allows you to set the filter criteria for the field selected in the Work
Item List Filter dialog (see The Work Item List Filter Dialog on page 56).
The Display Criteria Dialog
You use the Display Criteria dialog (shown below) to set up which columns of
information are displayed about each work item in the work items list. See
Display Criteria on page 58 for a description of the different display criteria that
you can use.
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Display Criteria
The following table lists the display criteria that you can use in the Display
Criteria dialog.
Display
Criteria
Description
Status
Work item status. See Work Item Status Indicators on
page 16.
Procedure
Name of the procedure which generated the work item,
supplied by the procedure definer.
Procedure
Description
Description of the procedure which generated the work item,
supplied by the procedure definer.
Host
Node name of the system hosting the procedure which
generated the work item.
Form
Name of the form which is displayed when the work item is
opened, supplied by the procedure definer.
Form
Description
Description of the form which is displayed when the work
item is opened, supplied by the procedure definer.
Case
Reference
Unique case reference, in the form procedure number-case
number, of the case which the work item is part of.
Case
Case number of the case which the work item is part of.
Case
Description
Text describing the case (up to 24 characters).
Arrival Time
Date and time when the work item arrived in the queue, in
the format dd/mm/yyyy hh:mm.
Deadline
Date and/or time when the deadline on the work item
expires (if one is set), in the format dd/mm/yyyy hh:mm.
Starter
User name of the person who started the case the work item
belongs to.
Locker
User name of the person who currently has the work item
open (displayed only if the item is currently locked. See
Locked Work Items on page 35.)
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Display
Criteria
Description
Priority
Priority value of the work item. See Work Item Priorities on
page 17.
WQ
Parametern
Work queue field. See Using Queue-Specific Data to Organize
or Search Your Work Items Lists on page 63.
Queue-specific
items
Columns containing queue-specific data, as defined by the
iProcess administrator. See Using Queue-Specific Data to
Organize or Search Your Work Items Lists on page 63.
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Finding Particular Work Items
Work Queue Manager provides a powerful search facility which you can use to
find specific work items in a work items list.
You can do a simple search to find text in a work item’s Case Description, or use
different or additional search criteria based on information in other columns of
the work items list.
To find a particular work item:
1. Click
.
The Find Work Item dialog appears.
2. Type the characters you want to search for in the Case Description box:
If you want to use different or additional search criteria based on information
in other columns of the work items list, click Advanced Find. The dialog
expands to include additional search criteria - see The Expanded Find Work
Item Dialog on page 61.
Note that:
— Even if a column is not displayed in your work items list, you can still use
it in your search criteria.
— When entering search criteria strings, you can use wildcard characters in
your search criteria: ? will match any one character at the position it is
included; * will match zero or more of any characters at the position it is
included.
— When entering search criteria strings, there is an assumed * at the beginning
and end of all your search criteria strings (except for case reference, which
only has an assumed * at the beginning). For example, the search string
“18965” will find a work item with Case Description “Invoice: 18965/a1b”.
3. Click Find Next to start the search.
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The next work item in the queue that matches your search criteria is
displayed. If no matches are found a dialog is displayed to inform you of this.
4. Click Find Next if you want to search for the next item matching your criteria.
5. Click Close when you have finished your search.
The Expanded Find Work Item Dialog
The expanded Find Work Item dialog allows you to define different or additional
search criteria based on information in other columns of the work items list, other
than Case Description.
Advanced Search Criteria
The following table shows the advanced search criteria that you can use in the
Advanced Search Criteria for: Name dialog.
Criteria
Description
Case Description
Text describing the case (up to 24 characters), supplied when the case was
started.
WQ Parametern
Work queue field. See Using Queue-Specific Data to Organize or Search Your
Work Items Lists on page 63.
Queue-specific
items
Fields containing queue-specific data, as defined by the iProcess administrator.
See Using Queue-Specific Data to Organize or Search Your Work Items Lists on
page 63.
Priority
Priority value of the work item. See Work Item Priorities on page 17.
Host name
Node name of the system hosting the procedure which generated the work
item.
Procedure name
Name of the procedure which generated the work item, supplied by the
procedure definer.
Procedure
description
Description of the procedure which generated the work item, supplied by the
procedure definer.
Case reference
Unique case reference, in the form procedure number-case number, of the case
which the work item is part of.
Form name
Name of the form which is displayed when the work item is opened, supplied
by the procedure definer.
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Organizing Your Work Items Lists
Criteria
Description
Form description
Description of the form which is displayed when the work item is opened,
supplied by the procedure definer.
Deadline
Date and/or time when the deadline on the work item expires (if one is set), in
the format dd/mm/yyyy hh:mm.
TIBCO iProcess Workspace (Windows) User’s Guide
Using Queue-Specific Data to Organize or Search Your Work Items Lists 63
|
Using Queue-Specific Data to Organize or Search Your Work Items
Lists
There are two types of data item that you can use to organize and search your
work items lists, using the Work Queue Sort Criteria, Work Item List Filter,
Display Criteria and Find Work Item dialogs described in the previous sections:
•
A iProcess data item is a piece of case data that is made available by iProcess
itself, such as Case Description or Procedure Name. iProcess data items
always have the same name, and are available to every queue.
•
A queue-specific data item is a piece of case data that is defined within a specific
iProcess procedure, such as Invoice Number or Customer Name. The
iProcess administrator determines what items are available in what queues,
and what their names are, according to the way iProcess is being used.
iProcess provides two ways of defining and using queue-specific data:
— Work queue fields are special iProcess fields that can be used to store
queue-specific data, but are always available in the Work Queue Manager
dialogs. If the iProcess administrator has not assigned names to these fields
they are shown as WQ Parametern (where n is 1, 2, 3 or 4).
— Case Data Queue Parameters (CDQPs) are fields defined and assigned to
queues by the iProcess administrator. A queue may have none of these, or
many of these. (Only the first 50 CDQPs assigned to a queue are shown in
the Display Criteria dialog.)
For example, you may want to be able to sort your work items by customer
name, but also be able to search for a specific work item using its invoice
number. You can do this if the iProcess administrator has made these items
available to your queue, so that they appear in the relevant dialogs.
For more information about how to make queue-specific data items available in
Work Queue Manager, see the following references:
•
“Importing and Exporting Case Data Queue Parameters” in TIBCO iProcess
Engine Administrator’s Guide explains how to define CDQPs and assign them
to queues.
•
“Using Work Queue Parameter Fields” in TIBCO iProcess Modeler Advanced
Design explains how to define and use work queue fields in iProcess
procedures.
•
“Setting Work Queue Field Identifiers” in TIBCO iProcess Workspace (Windows)
Manager’s Guide explains how to assign names to work queue fields to identify
them in Work Queue Manager queues.
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Organizing Your Work Items Lists
TIBCO iProcess Workspace (Windows) User’s Guide
| 65
Chapter 6
Managing Your Work Queues
This section explains how to manage your work queues.
Topics
•
Updating Your Work Queues, page 66
•
The Loading Chart, page 68
•
Using Multiple Work Queue Windows, page 69
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Managing Your Work Queues
Updating Your Work Queues
Work Queue Manager periodically (by default, every 30 seconds) checks your
queues and:
•
updates the lock status, priority and deadline of each work item in the
currently open queues.
•
animates queue icons in the work queues list to show that changes have
occurred. See Setting Work Queue Manager Options on page 27.
Updating the Work Items List
When a work queue icon animates, click it to update your work items list.
Alternatively, clicking
forces an update of your work items list. You may
want to do this if, for example, you are waiting for a work item to arrive in the
queue but do not want to wait for the next automatic update.
When you are working in a group queue, you should periodically update the
work items list to capture any changes which other users have made - for
example, to remove a work item which is marked as unavailable (because another
user has already released it). See Work Item Status Indicators on page 16.
TIBCO iProcess Workspace (Windows) User’s Guide
Updating Your Work Queues 67
|
Rebuilding the Work Queues List
Sometimes, a Rebuild List button appears at the top of your work queues list (as
shown below). This means that the list of work queues you have access to has
changed and could happen if, for example, your iProcess administrator adds you
to a new group while you are logged in.
Click Rebuild List and your work queue list is redisplayed. You may have
additional queues visible or some queues may have disappeared.
The Rebuild List button disappears.
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Managing Your Work Queues
The Loading Chart
The Work Queue Loading Chart (shown below) is a tool that shows you a
graphical summary of your current workload across all your queues.
Use the loading chart if your work is spread across several queues and you want
to know where to start; or if you want an ‘at a glance’ summary of the contents of
a very large queue.
Click
to switch between displaying the loading chart and work items list.
The loading chart shows, in bar chart form, the following information for each
visible work queue. (If any queues are not shown, open their folder to display
them.)
•
the total number of items in the queue (in green)
•
the number of new items in the queue (in blue)
•
the number of items in the queue which have deadlines (in red)
•
the number of urgent items in the queue (in magenta).
Counts and scales shown in the loading chart do not take into account any filters
that are set on the queue.
TIBCO iProcess Workspace (Windows) User’s Guide
Using Multiple Work Queue Windows 69
|
Using Multiple Work Queue Windows
You can view and switch between all your queues in the Main Work Queue
Manager window. However, if you prefer you can create additional windows.
Organize your desktop to show the queues you most frequently use in separate
windows.
You can open a new window in two ways:
•
by clicking
. A new Work Queue Manager window appears, with all
folders closed.
•
by double-clicking a work queue in the loading chart. A prompt appears
asking if you want to create a new window for this queue. If you click Yes, a
new window appears, showing the work items list for the selected queue.
You can close additional Work Queue Manager windows (in the normal way) if
you no longer need them. Note that if you are using the Tools window, you can
only minimize the Main Work Queue Manager window - you cannot close it.
When you log out of iProcess Workspace (Windows) your window information is
saved so that when you next log in, all your windows will reappear in the same
size and position, with the same queues displayed (but see the option Minimize
Window on startup on Minimize Window on startup on page 28).
If you see the message [Already Opened] on the status bar when you click a work
queue to open it, it means that the queue is already open in another window. If
you double click the queue the other window is activated, displaying the work
items list for the queue.
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Managing Your Work Queues
TIBCO iProcess Workspace (Windows) User’s Guide
| 71
Chapter 7
Managing Participant Records
This section explains how you can grant users temporary access to another user or
group queue by creating Participant Records which record information about
which users can be participants in a queue and for what period(s).
You must be a Queue Supervisor for a Queue to be able to change its Participant
Records.
Topics
•
To Add a Participant Record, page 72
•
To Modify a Participant Record, page 73
•
To Delete a Participant Record, page 74
•
To Unlock a Participant Record, page 75
•
Redirecting Work Items, page 76
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Managing Participant Records
To Add a Participant Record
1. Select the relevant queue in the Queue Administration folder on the left hand
side of the window.
2. Click
.
The Add Participant Record to Queue dialog is displayed.
TIBCO iProcess Workspace (Windows) User’s Guide
To Modify a Participant Record 73
|
To Modify a Participant Record
1. Select the relevant queue in the Queue Administration folder on the left hand
side of the window, then the relevant record in the participant records list on
the right.
2. Click
.
The Modify Participant Record on Queue dialog is displayed.
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Managing Participant Records
To Delete a Participant Record
1. Select the relevant queue in the Queue Administration folder on the left hand
side of the window, then the relevant record in the participant records list on
the right.
2. Click
. The current record is deleted (after confirmation).
TIBCO iProcess Workspace (Windows) User’s Guide
To Unlock a Participant Record 75
|
To Unlock a Participant Record
There may be occasions where a participant record has been left locked
accidentally (for example if a client computer is powered down during editing).
In these circumstances, iProcess Administrator users are allowed to forcibly
unlock the item, as follows:
1. Select the locked record.
2. Click Queue > Administration, then click Unlock Participant Record from
the submenu.
3. Click Yes in the dialog to confirm.
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Managing Participant Records
Redirecting Work Items
This section explains how you can redirect all work items sent to one queue to an
alternative queue. This could be useful, for example, when a member of staff goes
on leave.
You must be a Queue Supervisor for a Queue to be able to redirect its work items.
To Redirect All Work Items for a Queue
1. Select the relevant queue in the Queue Administration folder on the left hand
side of the window.
2. Click
.
The Redirect Work Items for Queue dialog is displayed.
Click OK and at the specified date and time all existing work items and any new
work items that are received for that queue, are re-directed.
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Appendix A
Command Line Access to Work Queue
Manager
Work Queue Manager provides a command line interface which you can use
(either directly or from an external application) to perform the following tasks:
•
Update a queue’s work items list.
•
Set a filter on a work queue.
•
Open a work item in a work queue.
See “Starting and Configuring iProcess From the Command Line” in TIBCO
iProcess Workspace (Windows) Manager’s Guide for information about using the
command line interface.
You must be logged in to iProcess to use these commands. If you are not already
logged in to iProcess the normal login dialog is displayed when you execute the
command.
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| Appendix A
Command Line Access to Work Queue Manager
TIBCO iProcess Workspace (Windows) User’s Guide
| 79
Index
A
Already opened message 69
Animate icon 14, 66
options for 29
Application fields 49
Auto-Repeat, Case Start 33
B
Blinking icon 14
Browse RPC servers 3
Dialog
Display Criteria 57
Find Work Item 60
Font 27
Forward Work Item Problem 39
Forward Work Items 37
iProcess Work Has Arrived 29
Release Work Item Problem 36
Release Work Item(s) 36
Work Item List Filter 56
Work Queue Access Criteria 54
Work Queue Manager options 28
Work Queue Sort Criteria 55
Display
font, Work Queue Manager 27
work items list 54
C
Case 32
Case Start 32
Auto-Repeat 33
Caseless Forms 34
icon 34
Change password 4
Clock, indicating deadline 15
customer support xiii
E
Error messages 12, 46
Exclamation mark, on icon 14, 16
Exit
iProcess 7
F
D
Deadline 14, 29, 55, 57, 58, 62
Field
edit 50
Filter work items list 54
Font
Work Queue Manager 27
TIBCO iProcess Workspace (Windows) User’s Guide
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| Index
Form 42
Caseless 34
close 46
complete 43
copy 51
keep 46, 46
open 42
print 51, 52
release 47
window 41
Forward a work item 37
Forward Work Item Problem 39
M
Memo
complete 48
open 48
save 48
O
Open
unlocked work item 35
Options, Work Queue Manager 27
I
Icon
animated 14, 66
Caseless Forms 34
exclamation mark on 14, 16
red cross through 16
yellow circle with arrow 14
yellow page on 14
iProcess
exit 7
login 2
logout 7
P
Participant records 71
add 72
delete 74
modify 73
unlock 75
Priorities, work item 17
Q
K
Queue
redirect all work items for 76
Keyboard 6
R
L
Loading chart 68
Locked work item 35
Login
iProcess 2
Logout from iProcess 7
TIBCO iProcess Workspace (Windows) User’s Guide
Rebuild work queues list 67
Redirection 76
Release
work item from queue 36
RPC
browse servers 3
Index 81
|
S
Sort work items list 54
Start case 32
Status Bar 19
already opened message 69
support, contacting xiii
Work Queue Manager 9
command line access to 77
options 27
personalize 27
Work queues list 12
queue-specific data 63
rebuild 67
T
Y
technical support xiii
Toolbar
Work Queue Manager 20
Yellow circle with arrow, on icon 14
Yellow page, on icon 14
U
Update work queues 66
W
Work item
find 60
forward 37
locked 35
open 35
priorities 17
redirect 76
release, directly from queue 36
status 16
Work items list 15
sort, filter and display options 54
update 66
Work queue
fields 63
manage 65
participation in 71
status 14
update 66
windows, multiple 69
TIBCO iProcess Workspace (Windows) User’s Guide
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