Work Center Settings screen (Classic)

Configures the settings for Classic Work Center.

Background and Setup

Video: Setup Custom Columns and Tabs

Prerequisites

How to Start

  1. Click Settings.

    Settings
  2. Click Work Center.

    Work Center Settings
  3. On the Modern Work Center Settings screen, click Classic Work Center Settings.

    Classic Work Center Settings

Work Center > Common Settings tab

Configures the basic settings for Classic Work Center.

Figure: Work Center > Common Settings tab

Work Center Common Settings screen

Fields

Field Name Definition

Maximum Items To Retrieve

Function:
Specifies the number of items to show in the AgilePoint task list and process lists.
Accepted Values:
An integer.
Default Value:
100

Grid Items Per Page

Function:
Specifies the number of items to show on one page in a table in the task and process lists in the Work Center.
Accepted Values:
An integer.
Default Value:
10

Chart Items Per Page

Function:
Specifies the number of items to show on the Overview page in the AgilePoint App Part or Web Part.
Accepted Values:
An integer.
Default Value:
10

Apps Per Page

Function:
Specifies the number of apps to show on My Apps page in the Work Center.
Accepted Values:
An integer.
Default Value:
5

App Or Process Sort By Release Date

Function:
Specifies to sort the apps or process models in release date on the My Apps page in the Work Center.
Accepted Values:
  • On - Sorts the app and process model by release date.
  • Off - Does not sort the app and process model by release date.
Default Value:
On

Group By Apps

Function:
Specifies whether to organize the apps in a group.
Accepted Values:
  • Yes - Organize the apps in a group.
  • No - Does not organize the apps in a group.
Default Value:
No

Enable Pagination for Apps And Processes

Function:
Specifies whether to show the apps or processes on more than one page.
Accepted Values:
  • Yes - Shows the results on more than one page.
  • No - Shows one page of results.
Default Value:
Yes

Show Tasks For Dynamic Groups or Roles

Function:
Specifies if the Dashboard shows tasks for dynamic groups or roles.
Accepted Values:
  • Yes - Shows dynamic groups or roles task.
  • No - Does not show dynamic groups or roles task.
Default Value:
No
Limitations:

Clicking A Task Link Opens The Task

Function:
Specifies whether to open a task form when the user clicks the task name.
Accepted Values:
  • Yes - Opens the task form.
  • No - Does not open the task form.
Default Value:
No

Show Overdue Tasks In Color

Function:
Specifies if the AgilePoint NX Dashboard shows Overdue tasks in a different color.
Accepted Values:
  • Yes - Shows the overdue task in color.
  • No - Does not show the overdue task in color.

You can specify the color for Overdue tasks only if Show over due tasks in color is set to Yes.

Default Value:
Yes

Show Pool Tasks In Color

Function:
Specifies if the task lists show tasks assigned to a participant pool in a different color than tasks assigned to one participant.
Accepted Values:
  • True - Shows pool tasks and tasks assigned to a single participant in different colors.
  • False - Show the pool tasks and tasks assigned to one participant in the same color.

You can specify the color for pool tasks only if Show pool task in color is set to Yes.

Default Value:
Yes

Show Activity Name In Task List

Function:
Specifies whether to show the activity display name or the form name.
Accepted Values:
  • Yes - Shows the activity display name.
  • No - Shows the form name.
Default Value:
No

Open Process Viewer in New Window

Function:
Specifies whether to show the process in the Process Viewer in a new window.
Accepted Values:
  • Yes - Shows the process in new window or tab.
  • No - Shows the process in a pop-up, or overlay.
Default Value:
No

Default Zoom for Process Viewer

Function:
Specifies the default zoom setting for the Process Viewer.
Accepted Values:
An integer from 1-100 that represents a percentage.
Default Value:
100

Show High Priority Tasks On Top

Function:
Specifies whether to show the high priority tasks first on the My Tasks tab in the Work Center.
Accepted Values:
  • Yes - Shows the high priority tasks first on the My Tasks tab.
  • No - Does not show the high priority task first on the My Tasks tab.
Default Value:
No
Limitations:

The Show High Priority Task On Top option is available in these releases:

Show User Statistics

Function:
Specifies whether to show the User Statistics tab in the Work Center.
Accepted Values:
  • On - Shows the User Statistics tab.
  • Off - Does not show the User Statistics tab.
Default Value:
On

Open task in new window

Function:
Specifies whether tasks open in a new browser window or tab, or the same window or tab.
Accepted Values:
  • Yes - Tasks open in a new window or tab.
  • No - Tasks open in the same window or tab.
Default Value:
No

Users Can Choose Between Modern (Beta) And Classic Work Center

Function:
Specifies whether the option shows in Work Center to change the view between Classic and Modern.
Accepted Values:
  • On - Users can change the Work Center view between Modern and Classic.
  • Off - Users can use only the default view for Work Center.
Default Value:
On
Limitations:

This field is available in these releases:

Default Work Center View

Function:
Specifies whether Modern Work Center shows as the default view when you open the Dashboard.
Accepted Values:
  • Modern - Shows Modern Work Center as the default view when you open the Dashboard.

    For more information, refer to Work Center (Modern).

  • Classic - Shows Classic Work Center as the default view when you open the Dashboard.

    For more information, refer to Work Center (Classic).

Default Value:
Modern
Limitations:

This field is available in these releases:

Work Center > Column Settings tab

Configures the columns that show in Classic Work Center.

Figure: Work Center > Column Settings tab

Work Center Column Settings screen

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

Function:
Shows the list of column names specified in the task and process tabs.
Accepted Values:
Read only.

Custom Names

Function:
Specifies a different name for the column names of the task and process tabs.
Accepted Values:
  • Priority - Specifies a different name for the Priority column on the task and process tabs.
  • Task Name - Specifies a different label for the Task Name column on the task and process tabs.
  • Process Model Name - Specifies a different name for the Process column on the task and process tabs.
  • Status - Specifies a different name for the Status column on the task and process tabs.
  • Due Date - Specifies a different name for the Due Date column on the task tabs.
  • User - Specifies a different name for the User column on the task tabs.
  • Process Instance Name - Specifies a different name for the Process Instance Name column on the process tabs.
  • Started Date - Specifies a different name for the Started Date column on the process tabs.
  • Initiator - Specifies a different name for the Initiator column on the process tabs.
  • Assigned Date - Specifies a different name for the Assigned Date column on the task tabs.
  • Department - Specifies a different name for the Department column on the task tabs.

Visible

Function:
Specifies whether to show the column name in the task and process tabs.
Accepted Values:
  • On - Shows the column name in the task and process tabs.
  • Off - Does not show the column name in the task and process tabs.
Default Value:
On

Order

Function:
Specifies the order to show the columns on the task and process tabs.
Accepted Values:
An integer from 1 to 11.

Work Center > Tab Settings tab

Configures how tabs show in Classic Work Center.

Figure: Work Center > Tab Settings tab

Work Center Tab Settings screen

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.

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
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 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 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
  • Open Task
  • Take Assignment And Open
  • Take Assignment
  • Take Assignment And Complete
  • Reassign Task
  • Release To Pool
  • Task Rework
  • Create Linked Work Item
  • Cancel Task
  • Change Priority
  • Cancel Process
  • View Description
  • View Parent Process
  • eForms Report View
Default Value:
None

Add Custom Tabs Add Custom Tabs icon

Function:
Adds a row to create a custom tab to show in Work Center.
Limitations:

This field is available in these releases:

Export JSON Export JSON icon

Opens this Screen:
Export Tabs screen
Function of this Screen:
Downloads one or more custom tabs and their associated data as a JSON file from Classic Work Center to your local machine.
Limitations:

The option to select the custom tabs is available in these releases:

Import JSON Import JSON icon

Function:
Uploads an exported JSON file that has the custom tab and its associated data from your local machine.
Limitations:

This field is available in these releases:

Tab Header

Function:
Specifies the name that shows for the custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Limitations:

This field is available in these releases:

Internal Name

Function:
Specifies a unique, technical name for the custom tab.

When you click on this field, the field shows the internal name by default. You can also specify a custom internal name. After the internal name is created, you can not change it.

To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Limitations:

This field is available in these releases:

Process Filters

Function:
Specifies a list of process models to filter the tasks and process instances to show on your custom tab.

If this field does not have a configured value, the custom tab shows a list of tasks and processes from all process models.

To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
One or more process model names from the list.
Default Value:
None
Limitations:

This field is available in these releases:

Tab Extension

Function:
Specifies a standard tab from the list to use as a template for your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
  • My Tasks
  • In Queue
  • Processes I Started
  • Processes I've Worked
Default Value:
My Tasks
Limitations:

This field is available in these releases:

Hide Default Columns

Function:
Specifies a list of standard columns that to hide on your custom tab.

When you select the standard tab from the Tab Extension field, this field shows a list of standard column names associated with the specified standard tab.

To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
One or more standard column names from the list.
Default Value:
None
Limitations:

This field is available in these releases:

Enable Dynamic Loading

Function:
Specifies whether the filter and sort options are used in a custom column when you create in your custom tab.

For tasks that use dynamic settings, such as the eForm Dynamic Task Pool activity, sorting and filtering can cause long load times in Work Center. In most cases, it is recommended to disable dynamic loading in custom columns because it is difficult to predict when this issue might occur due to a setting in an app. However, dynamic sorting and filtering is supported.

To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
  • Selected - The filter and sort options are not used in custom columns, even if they are configured.

    This setting is recommended for most users.

  • Deselected - The filter and sort options are used in custom columns when they are configured.

The settings are the reverse of how the field label is stated.

Default Value:
Deselected
Limitations:

This field is available in these releases:

Is Default Tab

Function:
Specifies whether the custom tab shows as a default view when you open the Dashboard.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Accepted Values:
  • Selected - Shows the custom tab as the default view when you open the Dashboard.
  • Deselected - Shows the first tab in the tab display order as the default view when you open the Dashboard.
Default Value:
Deselected
Limitations:

This field is available in these releases:

Delete Tab Delete Tab icon

Function:
Deletes the custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Limitations:

This field is available in these releases:

Add New Record

Function:
Adds a row to create a custom column to show on your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
Limitations:

This field is available in these releases:

Process Model

Function:
Specifies a process model to filter the tasks and process instances to show in your custom column.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
A process model name from the list.
Default Value:
None
Limitations:

This field is available in these releases:

Column Name

Function:
Specifies the name that shows for the custom column in your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Limitations:

This field is available in these releases:

Custom Data Path

Function:
Specifies the Xpath of a process data variable. The value of this variable shows in the custom column.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
An Xpath in your process schema.

The Xpath can not include the characters, ${...}

Default Value:
None
Example:
/pd:AP/pd:formFields/pd:EmployeeName
Limitations:

Only these user types can change the Xpath field:

This field is available in these releases:

Custom Template

Function:
An HTML code snippet that specifies how to show the value for the Custom Data Path field in your custom column.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
A string that represents an HTML code snippet in this format:

<p>#=this.value#</p>

  • You can use any HTML tag in the template value, but it must include the string, #=this.value#. The string #=this.value# represents the value from the Custom Data Path field. If this string is not present, no value will display in the column.
  • You can use a custom CSS snippet or JavaScript snippet on the HTML tag to customize the way the value in the column displays.
  • You can not use a variable from an AgilePoint NX app in the HTML or JavaScript code.
Default Value:
None
Example:
These code samples show how you can write the HTML code to design the column value:
  • <a href="https://mysite.com/">#=this.value#</a> - Opens the configured URL when you click the column value.
  • <h2 style="color:rgb(51,51,255);background:rgb(255,255,204);font-weight:bold;font-size:100%;">#=this.value#</h2> - Uses a custom CSS snippet to change the look and feel of the column value.
  • <a href="https://mysite.com/" onclick="alert('Do you want to continue in View Only mode?')">#=this.value#</a> - Uses a custom JavaScript snippet to show a message when the runtime app user clicks the column value.
Limitations:

This field is available in these releases:

Width (px)

Function:
Specifies the width of the column to show on the custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
A positive integer.
Default Value:
None
Limitations:

This field is available in these releases:

Index

Function:
Specifies the order of the column on the custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
A positive integer.
Default Value:
None
Limitations:

This field is available in these releases:

Visibility

Function:
Specifies whether to show the column on your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Accepted Values:
  • Yes - Shows the column on your custom tab.
  • No - Does not show the column on your custom tab.
Default Value:
Deselected
Limitations:

This field is available in these releases:

Add Add icon

Function:
Adds a column to your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Limitations:

This field is available in these releases:

Delete Delete icon

Function:
Deletes the specified column from your custom tab.
To Open this Field:
  1. On the Work Center: Custom Tabs Configuration section, click Add Custom Tabs Add Custom Tabs icon.
  2. Click Add New Record.
Limitations:

This field is available in these releases:

Work Center > External Form Settings tab

Lets you save a base URL of an external form to open as a task for your process in the My Task tab in Classic Work Center.

Figure: Work Center > External Form Settings tab

Work Center External Form URLs screen

Fields

Field Name Definition

Add URL

Function:
Adds a new record of external form base URL to open as a task for your process in the My Task tab in Classic Work Center.

Delete

Function:
Deletes a record of external form base URL.

Save Changes

Function:
Saves the changes to your record of external form base URL.

Cancel Changes

Function:
Cancels the changes to your record of external form base URL.

External Form Base URL

Function:
Specifies a base URL of an external form.
Accepted Values:
A valid URL of an external form app.
Default Value:
None

App Name

Function:
Specifies the name of the app of your process that shows in the My Task tab in Classic Work Center.
Accepted Values:
An app name from the list.
Default Value:
None

Extension

Function:
Specifies whether the URL of an external form shows in the browser at runtime with a file name extension.
Accepted Values:
  • ASPX - Shows the form file name with the extension .aspx.
  • PHP - Shows the form file name with the extension .php.
  • JSP - Shows the form file name with the extension .jsp.
  • No Extension - Shows the form file name with no extension.
Default Value:
ASPX
Limitations:

The ASPX, PHP, JSP, and No Extension options are available in these releases:

Reset

Function:
Restores the default setting for the external form base URL.

Work Center > External Link Config tab

Lets you add external links to the Dashboard in Classic Work Center.

Figure: Work Center > External Link Config tab

External Link Configurations screen

Fields

Field Name Definition

Add New Record

Function:
Add a new external link.

Delete

Function:
Deletes a record of external link.

Save Changes

Function:
Saves the changes to your external link configuration.

Cancel Changes

Function:
Cancels the changes to your external link configuration.

External URL

Function:
Specifies the URL for a link to open in the Work Center that is not part of AgilePoint NX.
Accepted Values:
A URL for a web page outside of AgilePoint NX.
Default Value:
None

Name

Function:
Specifies the name to show for the external link in the External Links tab of the Dashboard.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Reset

Function:
Restores the default setting for the external link configuration.

Work Center > Custom Menu Actions tab

Full documentation coming soon.

Figure: Custom Menu Actions tab

Custom Menu Actions tab

Work Center > Custom CSS tab

Lets you add custom CSS to change how Classic Work Center looks.

Figure: Work Center > Custom CSS tab

Work Center Custom CSS screen

Fields

Field Name Definition

Custom CSS Configuration

Function:
Specifies CSS code to change styles in the Work Center.
Accepted Values:
Valid CSS code.
Default Value:
None

Save

Function:
Saves your CSS code.

Preview

Function:
Opens the Work Center preview window, where you can preview the Work Center based on your CSS code.

Reset

Function:
Restores the default CSS code.

Work Center > Filters tab

Configures what users see in Classic Work Center.

Figure: Work Center > Filters tab

Work Center Filters screen

Fields

Field Name Definition

Show Selected Apps and Processes From My Apps

Function:
Specifies if the app or process model is shown or hidden in the My Apps tab in Work Center.
Accepted Values:
  • Hide - Hides the selected app or process model.
  • Show - Shows the selected app or process model.
Default Value:
Show

Apps And Processes To Show

Function:
Specifies the app or process model to show or hide in the in Work Center.
Accepted Values:
A list of apps and process models.
Default Value:
None

Show Tasks For Selected Apps And Processes

Function:
Specifies if the tasks for an app or process model are shown on the Inbox tab in the Work Center.
Accepted Values:
  • Hide - Hides the tasks for the selected app or process model.
  • Show - Shows the tasks for the selected app or process model.
Default Value:
Show

Work Center > Advanced Settings tab

Configures the advanced settings for Classic Work Center.

Figure: Work Center > Advanced Settings tab

Work Center Advanced Settings screen

Fields

Field Name Definition

App Filter

Function:
Limits the apps displayed on the Overview page on the Dashboard, so that only the specified apps show.
Accepted Values:
A list of app names, separated by commas (,).
Default Value:
None
Example:
ApplicationName1,ApplicationName2,ApplicationName3

User Group Filter

Function:
Limits the user groups the Overview page shows in the Dashboard, so that only the specified groups show.
Accepted Values:
A list of user group names, separated by commas (,).
Default Value:
None
Example:
APIndia,APChina

User Role Filter

Function:
Limits the user roles the Overview page shows in the Dashboard, so that only the specified roles show.
Accepted Values:
A list of roles, separated by commas (,).
Default Value:
None
Example:
Portal Users,Users,Administrator

Department

Function:
Limits the department names displayed on the Overview page in the Dashboard, so that only the specified department names show.
Accepted Values:
A list of department names, separated by commas (,).
Default Value:
None
Example:
QA,Documentation

Process Status Filter

Function:
Specifies one or more statuses to filter the processes to show on the Overview page in the Dashboard so that only the specified processes show.
Accepted Values:
A list of statuses, separated by commas (,).
Default Value:
None
Example:
New,Overdue,Assigned