Posted: 29 Jul 2016 10:44 EDT Last activity: 16 Mar 2017 4:44 EDT
Worklist and workbasket
I have implemented projects with workbaskets but not worklist.I have a requirement with my client which states that , the Operations users have to be allocated with tasks according to a lot of conditions like priority of the task , complexity of the task , timezone of the user , seniority of the user and skills of the user.They do not want to allocate task to individual teams (workbaskets) .So i took a call of using worklist routing which would be appropriate for such a requirment.But , they still want to see the tasks assigned to their team.(Eg : Team leader and manager has to to able to do see the tasks assigned to their own teams.My question is , how do i implement this? If it was workbasket routing i would have written a RD on Assign-Workbasket to select pyID's where pyworkbasket = 'TEAM NAME'.
But how do i implement this when i use a worklist?? How to identify the teams to which the users belong to , as i will be directly assigning to users.
I got the same requirement like this in my previous prjt. So I have done the following way.
Create on Report-Definition on Data-Admin-OperatorID table, Join the classes with Assign-WorkBasket and Assign-Worklist. So you can filter out the conditions with pyReportsto property and workgroup properties. Generally each operator reports to their manager and holds in pyReports to property. So you can fetch the records using pyAssignedOperator in Worklist, and pyReportsto and other properties. Then you can see the results of the operators under particular Manager and Workgroup.
Thanks for your response.How did you have rows in both Assign-worklist and Assign-workbaset? I mean , if i route to only worklist then i would not have rows in Assign-workbasket right? How did you handle routing in-oder to get the rows in both assign-worklist and workbasket.
>>> What is the purpose of configuring the organization structure in workbaskets? Where is that configuration utilized?
I don't know, but here is how to start finding out:
0) Choose "actions > view xml" to get the pxobjclass (I already did this, it's data-admin-workbasket)
1) Set one of those or structure values to something obscure.
2) Choose "actions > view xml" and search for the obscure value so you can find the name of the property it is stored in.
3) Open the ruleform for that property and choose "actions > rule referencing" and look over the referencing rules for ones whose applies-to class is the clas obtained in step 0 (which for your situation is data-admin-workbasket)