Work Center Settings screen (Modern)

Show Delegations

Function:

Specifies whether to show the Delegations tab in Modern Work Center.

Accepted Values:

• On - Shows the Delegations tab.
• Off - Does not show the Delegations tab.

Default Value:

On

Show External Apps

Function:

Specifies whether to show the External Apps tab in Modern Work Center.

Accepted Values:

• On - Shows the External Apps tab.
• Off - Does not show the External Apps tab.

Default Value:

On

Maximum Number Of Frequently Used Apps

Function:

Specifies the maximum number of published apps to show in the Frequently Used Apps widget on the Overview screen (Modern) and the My Apps screen (Modern).

Accepted Values:

An integer.

Default Value:

6

Duration for My Recent Tasks (Hours)

Function:

Specifies the time duration in hours to show the tasks assigned to you in the last specified hours on the My Recent Tasks widget in the Overview screen (Modern).

For more information, refer to My Recent Tasks widget.

Accepted Values:

• 24 - Shows the tasks assigned to you in the last 24 hours.
• 48 - Shows the tasks assigned to you in the last 48 hours.
• 72 - Shows the tasks assigned to you in the last 72 hours.

Default Value:

24

Duration for My Recent Requests (Days)

Function:

Specifies the time duration in days to show the processes you started in the last specified days on the My Recent Requests widget in the Overview screen (Modern).

For more information, refer to My Recent Requests widget.

Accepted Values:

An integer.

Default Value:

7

Group Tasks By

Function:

Specifies how to group the tasks on the Tasks screen (Modern).

Accepted Values:

• Status - Groups the tasks based on the status.
• Priority - Groups the tasks based on importance.
• Process - Groups the tasks based on their associated processes.
• User - Groups the tasks based on the user name.
• Default - Groups the tasks based on the release date.

Default Value:

Status

Show Process Instance Name as Task Card Title

Function:

Specifies whether the Tasks screen (Modern) shows the process instance name as a title on the task tile.

Accepted Values:

• On - Shows the process instance name as a title on the task tile.
• Off - Shows the task name as a title on the task tile.

Default Value:

Off

Group Apps By Category

Function:

Specifies whether to organize the published apps in a category on the My Apps screen (Modern).

Accepted Values:

• On - Groups the published apps by their categories.
• Off - Groups the published apps by the release date.

Default Value:

Off

Show Process Name On App Tile

Function:

Specifies whether the My Apps screen (Modern) shows the process instance name on the app tile.

Accepted Values:

• On - The App tile shows both the app name and the process instance name on the My Apps screen.
• Off - The App tile shows only the app name on the My Apps screen.

Default Value:

Off

Show Task Planner

Function:

Specifies whether the Overview screen (Modern) shows the My Planned Tasks widget in the Work Center. This widget lets the user add tasks or appointments to the planner.

Accepted Values:

• On - Shows the My Planned Tasks widget on the Overview screen, and the user can add tasks or appointments to the planner.

  For more information, refer to My Planned Tasks widget.

• Off - The Overview screen does not show the My Planned Tasks widget, and the user can not add tasks or appointments to the planner.

Default Value:

On

Show Watchlist

Function:

Specifies whether the Overview screen (Modern) shows the Watchlist widget in the Work Center. This widget lets the user add the running processes to the watchlist.

Accepted Values:

• On - Shows the Watchlist widget on the Overview screen, and the user can add the running processes to the watchlist.

  For more information, refer to Watchlist widget.

• Off - The Overview screen does not show the Watchlist widget, and the user can not add the running processes to the watchlist.

Default Value:

On

Show Anonymous Tasks

Function:

Specifies whether the Tasks screen (Modern) shows tasks that use anonymous forms in the task list.

Accepted Values:

• On - Shows tasks that use anonymous forms in the task list.
• Off - Hides tasks that use anonymous forms in the task list.

Default Value:

Off

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

Open eForms In Quick View

Function:

Specifies whether runtime app users can open forms in the Quick View pane on the Tasks screen (Modern).

Accepted Values:

• On - Runtime app users can open forms in the Quick View pane on the Tasks screen and perform the actions on the same tab.

  For more information, refer to Quick View screen.

• Off - Forms always open in a new tab at runtime.

Default Value:

Off

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

Maximum Tabs In Quick View

Function:

Specifies the maximum number of tabs to open in the Quick View pane on the Tasks screen (Modern).

Accepted Values:

An integer.

Default Value:

10

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

Show Subprocess

Function:

Specifies whether the Processes screen (Modern) shows subprocesses in the process list.

Accepted Values:

• On - Subprocesses show in the process list.

  For more information, refer to Subprocess activity.

• Off - Only parent processes show in the process list.

Default Value:

Off

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

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

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

Reset

Function:

Restores the default settings for Modern Work Center configuration.

Save

Function:

Saves the changes to your Modern Work Center configuration.

Maximum Items To Retrieve

Function:

Specifies the number of items to show in the task list and process lists.

Accepted Values:

An integer.

Default Value:

100

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

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

Reset

Function:

Restores the default settings for Modern Work Center configuration.

Save

Function:

Saves the changes to your Modern Work Center configuration.

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.

Reset

Function:

Restores the default settings for Modern Work Center configuration.

Save

Function:

Saves the changes to your Modern Work Center configuration.

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

Reset

Function:

Restores the default settings for Modern Work Center configuration.

Save

Function:

Saves the changes to your Modern Work Center configuration.

Search

Function:

Does a search for the files with the specified criteria.

Custom Action

Opens this Screen:

Add Custom Action tab

To Open this Field:

1. On the Custom Actions screen, on the Custom Actions tab click the menu icon > Add.

Function of this Screen:

Creates a custom action to use in Modern Work Center.

HTML

Opens this Screen:

Add HTML File tab

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the HTML tab, click the menu icon > Add.

Function of this Screen:

Creates an empty HTML file where you can create a custom HTML snippet to use for a custom action.

CSS

Opens this Screen:

Add CSS File tab

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the CSS tab, click the menu icon > Add.

Function of this Screen:

Creates an empty CSS file where you can create a custom CSS snippet to use for a custom action.

JavaScript

Opens this Screen:

Add JavaScript File tab

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the JavaScript tab, click the menu icon > Add.

Function of this Screen:

Creates an empty JavaScript file where you can create a custom JavaScript snippet to use for a custom action.

Import (Custom Action)

Opens this Screen:

Import Custom Actions screen

To Open this Field:

1. On the Custom Actions screen, on the Custom Actions tab, click the menu icon > Import.

Function of this Screen:

Uploads an exported custom action in a JSON format from your local machine, and adds it to the target location, so it can be used in Modern Work Center.

Import (HTML)

Opens this Screen:

Import HTML File screen

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the HTML tab, click the menu icon > Import.

Function of this Screen:

Uploads an exported HTML file from your local machine, and adds it to the target location, so the file can be used to create custom actions for Modern Work Center.

Import (JavaScript)

Opens this Screen:

Import JavaScript File screen

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the JavaScript tab, click the menu icon > Import.

Function of this Screen:

Uploads an exported JavaScript file from your local machine, and adds it to the target location, so the file can be used to create custom actions for Modern Work Center.

Import (CSS)

Opens this Screen:

Import CSS File screen

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Shared Resources tab.
2. On the Shared Resources tab, on the CSS tab, click the menu icon > Import.

Function of this Screen:

Uploads an exported CSS file from your local machine, and adds it to the target location, so the file can be used to create custom actions for Modern Work Center.

Export

Function:

Downloads the custom actions as a JSON file to your local machine.

The JSON format is required for you to import into Agilepoint NX.

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Custom Action tab.
2. Select a custom action file.

Edit

Function:

Changes the information for a custom action.

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Custom Action tab.
2. Select a custom action file.

Run

Function:

Shows a preview of the custom action on the Preview pane.

To Open this Field:

1. On the Custom Actions screen, in the left pane, expand the Custom Action tab.
2. Select a custom action file.

View In Work Center

Function:

Shows a previous of the custom action in Work Center.

Accepted Values:

• Tasks - Opens the Tasks screen (Modern) to show the preview for the custom action.
• Processes - Opens the Processes screen (Modern) to show the preview for the custom action.

Delete

Function:

Deletes the specified file or resource.