Work Center Tab Settings screen

Configures how tabs show in the Work Center.

Figure: Work Center Tab Settings screen

Work Center Tab Settings screen

Video: Setup Custom Columns and Tabs

How to Start

  1. Click Settings Settings icon.
  2. Click Work Center Work Center icon > Tab Settings.

Fields

Field Name Definition

Translate Names In
Function:
Specifies the language for your translation from the list.
Accepted Values:
A language from the list.
Default Value:
None

Column Names / Custom Names
Function:
Shows the default name for a tab, and lets you specify the name that shows in the Work Center.
Accepted Values:
  • Overview - Specifies a different name for the Overview tab on the Dashboard.
  • Tasks - Specifies a different name for the My Tasks tab on the Dashboard.
  • In Queue - Specifies a different name for the In Queue tab on the AgilePoint NX Dashboard.
  • Processes I Started - Specifies a different name for the Processes I Started tab on the AgilePoint NX Dashboard.
  • Processes I've Worked - Specifies a different name for the Process I've Worked tab on the AgilePoint NX Dashboard.
  • Delegations - Specifies a different name for the Delegation tab on the AgilePoint NX Dashboard.
  • External Links - Specifies a different name for the External Links tab on the AgilePoint NX Dashboard.

Visible
Function:
Specifies whether to show the tab in the Dashboard.
Accepted Values:
  • Yes - Shows the tab in the AgilePoint NX Dashboard.
  • No - Does not show the tab in the AgilePoint NX Dashboard.
Default Value:
Different for different tabs.

Default View
Function:
Specifies the default view for a task on the Dashboard.
Accepted Values:
  • All Tasks
  • My Tasks
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
  • Application I Own
Default Value:
My Tasks

Hide Default Task View Options
Function:
Specifies not to show the selected view in the View list for the task.
Accepted Values:
One or more option names.
  • All Tasks
  • My Tasks
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Disable Actions For Task View
Function:
Shows only the menu options for a tasks in the task list associated with the specified view.
Accepted Values:
One or more option names.
  • All Tasks
  • My Tasks
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Default Process View
Function:
Specifies the default view list for a process on the Dashboard.
Accepted Values:
  • My Processes
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
My Processes

Hide Default Process View Options
Function:
Specifies not to show the selected options in the View list for the process.
Accepted Values:
One or more option names.
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Disable Actions For Process View
Function:
Shows only the processes for a specified view in the process list.
Accepted Values:
One or more option names.
  • My Direct Team
  • My Department
  • My Team And Sub
  • My Group
  • My Group Peers
Default Value:
None

Hide Context Menu
Function:
Specifies not to show the specified options in the task options list for the task.
Accepted Values:
One or more context menu options:
  • View Process View Process icon
  • Open Task Open Task icon
  • Reassign Task Reassign Task icon
  • Take Assignment Take Assignment icon
  • Take Assignment and Complete Task Take Assignment and Complete Task icon
  • Take Assignment and Open Task Take Assignment and Open Task icon
  • Release To Pool Release To Pool icon
  • Task Rework Task Rework icon
  • Create Linked TaskCreate Linked Task icon
  • Change Priority Change Priority icon
  • Cancel Process Cancel Process icon
  • Cancel Task Cancel Task icon
  • View Description View Description icon
  • View Parent Process View Parent Process icon
  • eForms Report View eForms Report View icon
Default Value:
None