Processing worklists for IBM Content Manager

Depending on the complexity of your content system, you might have large amounts of IBM® Content Manager worklist that you have to manage. To help you process the worklists for Content Manager, you have various options to filter and sort.

To help you manage and process your IBM Content Manager worklists, you can leverage the following IBM Content Navigator features:

  • Filtering a worklist by items that have a specific class assigned. When you select a class from the Select Class drop-down menu, only those work items that contain documents of the class that you select are shown.

    When you select to show only the items in a specific class, the item properties shown are the properties of that class that can be displayed in a column, as well as the Priority and Owner properties. However, if the Item Type has a View defined (Subset), the column properties that are displayed will be from that view definition.

  • The sort column is maintained when you refresh your view.
  • Item totals are listed in the view.
  • On a refresh, only the item you selected from your list is refreshed. The document actions that are refreshed include Check Out, Check In, Cancel Check Out and Properties.
  • Work item responses are shown in the work item context menu. When available, the context menu for a work item shows a custom response.
  • View Processor to work with IBM Content Manager workflow.

Enabling the View Processor

To allow your users to use the View Processor with IBM Content Manager workflow, you must enable the worklistViewProcessor setting in the IBM Content Navigator administration desktop.

When the View Processor is enabled, users can view document content, set property values and move the workflow on by selecting a response. If there are multiple custom responses, those responses will be shown.

To enable the Step Processor, complete the following steps:
  1. Open the IBM Content Navigator administration desktop and then go to Settings.
  2. Open the General tab and scroll down to Additional Settings.
  3. Set the worklistViewProcessor setting to True. The default for the setting is False.
  4. Click Save and Close.

Enabling the worklist counts

To allow your users to see the workpackage counts for each worklist, enable the Worklist workpackage count setting in the IBM Content Navigator administration desktop.

When the Worklist workpackage count is enabled, users can view the workpackage count next to each worklist. A Refresh link, at the top of the worklist, retrieves and displays the updated workpackage counts.
Important: When this option is enabled, performance is noticeably decreased when retrieving the list of worklists.
To enable the Worklist workpackage count, complete the following steps.
  1. Open the IBM Content Navigator administration desktop. Go to Administration. Then, go to Repositories.
  2. Select a Content Manager repository.
  3. In the General tab, Connect to log in to the repository.
  4. In Configuration Parameters, go to Worklist workpackage count and select Enable.