In-baskets widget

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
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You use the In-baskets widget to enable users to view and work with work items.

Important:
  • If you are upgrading from IBM® Case Manager, the in-basket is federated and displays work items for workflow process work items and Content Cortex system work items. If you have any custom request or response filters for in-baskets, you need to make changes as the service endpoint is different from the federated in-basket.
Three types of in-baskets are provided by default:
Role-based in-basket
Lists the work items that are assigned to a specific role. Case workers can double-click work items to open them. The information that is displayed for each work item in the in-basket depends on how the in-basket is configured.

Alternatively, you can configure the role-based in-basket to hide the work items. In this configuration, Open Next Work item takes you to the beginning of the work item list in the in-basket and continues down the list. The Open Next Work Item in Sequence processes the next sequential work item in the queue.

Tip: If the case worker saves the work item without completing it, the work item is returned to the queue. To make sure that the same case worker can complete the work item, add the Move Item to Personal In-basket option to the Work Item toolbar widget on the Work Details page.
Personal in-basket
Lists the work items that are assigned to a specific user. When you configure a role, you can specify whether a personal in-basket is associated with that role. If a personal in-basket is associated with a role, you can opt to use a common personal in-basket for all roles or a role-specific personal in-basket.

The personal in-basket also lists tasks or work items that are already claimed by the current user or are available to be claimed. These external tasks were created and started in the IBM Business Automation Workflow 18.0.0.2 release. Earlier workflow activities that were started from an older Business Automation Workflow release is not displayed.

All Assigned Work in-basket
Lists all the assigned work items. When you configure a role, you specify whether this in-basket is displayed for that role. Typically, you configure this in-basket to be used by a supervisor who monitors that status of all work items.
For process work items, a non-admin user can view and reassign others’ claimed work items in all assigned in-baskets. To enable this:
  • assign a manager team/role to the case role
  • add the non-admin user to the manager team/role that is assigned to monitor the work items
Important:
  • The property values that are in the in-basket are updated only when a case worker completes a work item. The values are not updated if a case worker merely saves changes to the work item.
In Case Builder, you can configure:
  • One personal in-basket for a solution
  • One in-basket for each role in a solution
You can configure more in-baskets for a role by using IBM FileNet® Process Designer.
You can edit the settings for the In-baskets widget to:
  • Customize the content that is displayed by specifying the role that is associated with the widget.
  • Configure a menu or toolbar with custom actions.
Note: IBM Business Automation Workflow process work items only works with Dynamic filters. For more information see, In-baskets widget incoming events

Workflow pages that include this widget by default

The In-baskets widget is included on the Work page.