Configuring content displayed for the In-baskets widget
You can configure the content that is displayed in the role-based in-baskets in the In-basket widget.
About this task
Procedure
To configure the In-baskets widget:
- Click the Edit Settings icon.
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If you want to configure the in-baskets for a specific role, select the role from the
Role list.
If you do not select a role, the changes apply to all roles that use this Work page.
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Set the following configuration options:
Property Description Show work item counts for all in-baskets Select the check box to display the work item count for all in-baskets that are associated with the role at the first rendering of the In-basket widget. Hide the tab if there is only one in-basket for the role Select the check box to hide the tab if only one in-basket is displayed for the selected role or roles. Do not populate the in-basket until the dynamic filter is received Select the check box to prevent the work items from being displayed in the in-basket until the filter is received. -
Select one of the following work modes:
Work Mode Description Show work items in role in-baskets Select the check box to enable the user to view and open the work items in the role in-baskets. This mode gives a user the ability to choose the item to next work on. Hide work items in role in-baskets Select the check box to prevent the user from choosing the item to work next on. Instead, an action toolbar is added to the In-basket widget. The user clicks the Open Next Item button on this toolbar to open the next item in the queue. The item is opened in the Work Details page. -
If you selected the Show work items in role in-baskets work mode,
configure the following properties:
- Indicate if the in-basket will show work items locked by other users by selecting a value from the Select the locked items to be displayed list.
- Indicate if Case Client users can override the display setting to show or hide work items locked by other users by using the Allow user to show or hide work items locked by other users check box.
- If you want to prevent users from filtering the work items in the in-basket, select the Hide the in-basket filter check box.
The following table describes the result of the different combinations of setting the two properties related to locked items.Select the locked items to be displayed Allow user to show or hide work items locked by other users Result Work items locked by any user Selected When the page is opened, the In-basket widget shows all work items, including those work items that are locked by other users. The user can hide or show the work items that are locked by other users.
Work items locked by any user Cleared When the page is opened, the In-basket widget shows all work items, including those work items that are locked by other users. The user cannot hide the work items that are locked by other users.
Only work items locked by current user Selected When the page is opened, the In-basket widget shows only those work items that are not locked or that are locked by the current user. The user can hide or show the work items that are locked by other users.
Only work items locked by current user Cleared When the page is opened, the In-basket widget shows only those work items that are not locked or that are locked by the current user. The user cannot show the work items that are locked by other users.
- Optional: If you selected the Hide work items in role in-baskets work mode, provide instructions that tell the user how to open and process the next work item.