Instance Tasks List control

Use the control to show the list of tasks for an instance of a process or case. From this list, users with the appropriate authorization can work on, modify, and assign or reassign tasks.

The coach view uses CometD web messaging to automatically refresh the contents of the view. For more information, see Configuring notification and refresh behavior for Process Portal.

Restrictions and limitations

Restrictions
  • This control is not supported in Microsoft Internet Explorer 8. Support for Microsoft Internet Explorer 8 was deprecated in IBM® BPM V8.5.
  • This control supports only the Required, Hidden, and None visibility properties.
  • To enable navigation actions for the coach view in a custom dashboard, also add the Navigation Controller control to the custom dashboard. For more information, see Navigation Controller control.
  • In some situations, the system administrator might disable cometD web messaging. If you use this control in a custom dashboard, ensure that the dashboard contains an alternative refresh mechanism, such as the Refresh Controller control or the Refresh Button control. For more information, see Refresh Controller control and Refresh Button control.
Limitations
None

Configuration properties

Set or modify control configuration in the Configuration properties tab.
Table 1. Instance Tasks List Configuration properties
Configuration property Property variable Description
Height height (Integer) The height of the control in pixels. If the list exceeds the specified height, a scroll bar is shown. To show the complete list without a scroll bar, enter 0. When no value is specified, the control height is based on the style attributes of the control.

Default: If the control is not positioned absolutely or has no height or max-height style settings, the height is 600 pixels.

Initial list size initialMaxRows (Integer) The initial number of tasks that are displayed in the list.

When no value is specified, all the tasks are displayed.

Instance ID instanceId (String) The instance ID filters the list of tasks. This property is required.

Default: None

Selected category selectedCategory (String) Displays tasks in the selected category. You can bind this property to a selection control, for example, the Category Selection control. Alternatively, you can set it to a static value so that the control always shows the same subset of tasks, for example open tasks.

Default: The first entry in the list of categories that are defined for the Define selectable categories configuration property. If no selectable categories are defined, open tasks are displayed.

Define selectable categories categories (List of String) Defines the set of selection categories and the order in which they appear in a user interface. A category represents a subset of tasks, for example, open tasks, and its sort criteria.

Open, Completed

Generated selection categories categoriesSelectionList (List of NameValuePair) The subset of the selectable categories that you want to include in the user interface.

The list is generated from the value of the Define selectable categories configuration property. It consists of name-value pair objects; the name property is the display name of the category, and the value property is the category value.

You can bind this configuration property to a selection control, for example, the Category Selection control to provide tabbed selection categories at the top of the list.

Default: Open, Completed

Refresh trigger refreshTrigger (Boolean) Enables the contents of the control to be refreshed. Bind this property to the private variable that is used by the Refresh Controller control, the Refresh Button controls, or both controls.

When the value of the bound variable changes to true, the view is refreshed. After the view is refreshed, the value of the variable returns to false.

Default: false (no refresh pending)

Retrieve task list retrieveTaskListService The service that retrieves the task list.

Default Instance Tasks List Service

Tasks tasks (TaskListItem) (List) The list of tasks that are displayed. This property is read-only.

Default: An empty list

Localization Service localizationService The service that is used to retrieve the globalized strings for use with this coach view

Default: Dashboards Localized Messages Loader

Predefined categories

The following table shows how the predefined categories map to task states.

Table 2. How predefined categories map to task states
Category Description
Open Shows the tasks that can be worked on. These tasks are in either the NEW state or the RECEIVED state.
Completed Shows the completed tasks. These tasks are in the CLOSED state.

The predefined categories are implemented with the getPredefinedCategories JavaScript method. To view the implementation, in Process Designer, on the Behavior tab for the control, select Inline JavaScript.

Customizing the Instance Tasks List coach view

You can customize the Instance Tasks List coach view in the following ways:
  • Extend the Instance Task List coach view to include selection categories for filtering the tasks that are shown in the view, for example, to show open tasks. The selectedCategory and categorySelectionList properties can be bound to a selection control, for example, the Category Selection control.
  • Overwrite the default Instance Tasks List Service, for example, to modify the query result
  • Modify resource strings in the Localization Service resource file, for example, to change the labels of the selection categories
  • Modify the style settings in the .css file