Work Center screen (Settings)

Maximum Items To Retrieve

Description:

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

Allowed Values:

An integer.

Default Value:

100

Show Delegations

Description:

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

Allowed Values:

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

Default Value:

On

Show User Statistics

Description:

Specifies whether to show the User Statistics tab in the Work Center.

Allowed Values:

• On - Shows the User Statistics tab.
• Off - Does not show the User Statistics tab.

Default Value:

On

Show External Apps

Description:

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

Allowed Values:

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

Default Value:

On

Maximum Number Of Frequently Used Apps

Description:

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

Allowed Values:

An integer.

Default Value:

5

Duration For My Recent Tasks (Hours)

Function:

Specifies the time duration in hours to show the tasks assigned to the runtime app user in the last specified hours on the My Recent Tasks widget on the Overview screen.

For more information, refer to My Recent Tasks widget.

Allowed Values:

• 24 - Shows the tasks assigned to the runtime app user in the last 24 hours.
• 48 - Shows the tasks assigned to the runtime app user in the last 48 hours.
• 72 - Shows the tasks assigned to the runtime app user 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 the runtime app user started in the last specified days on the My Recent Requests widget in the Overview screen.

For more information, refer to My Recent Requests widget.

Allowed Values:

An integer.

Default Value:

7

Open Process Viewer in New Tab

Description:

Specifies whether to show the process in the Process Viewer in a new tab.

Allowed Values:

• Yes - Shows the process in the Process Viewer in a new tab.
• No - Shows the process in the Process Viewer in a pop-up, or overlay.

Default Value:

Off

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Show Activity Name In Task List

Description:

Specifies whether to show the activity display name or the form name in a task list on the Tasks screen.

Allowed Values:

• On - Shows the activity display name.
• Off - Shows the form name.

Default Value:

Off

Default Zoom for Process Viewer

Description:

Specifies the default zoom setting for the Process Viewer.

Allowed Values:

An integer.

Range

• 0-300

Default Value:

100

Open Tasks In New Window

Description:

Specifies whether to open the tasks in a new browser window.

Allowed Values:

• On - Tasks open in a new browser window.
• Off - Tasks open in a new tab on the same window.

Default Value:

Off

Group Tasks By

Function:

Specifies how to group the tasks on the Tasks screen.

Allowed 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 (Grid View) - Groups the tasks in a grid view based on the user name.
• Default (Grid View) - Groups the tasks in a grid view based on the release date.

Default Value:

Status

Group Apps By Category

Function:

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

Allowed 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 shows the process instance name on the app tile.

Allowed 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 shows the My Planned Tasks widget in Work Center. This widget lets the user add tasks or appointments to the planner.

Allowed 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 shows the Watchlist widget in Work Center. This widget lets the user add the running processes to the watchlist.

Allowed 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

Enable Clone Request

Description:

Specifies whether to show the Clone Request option on the My Recent Tasks widget on the Overview screen.

For more information, refer to My Recent Tasks widget.

Allowed Values:

• Selected - Shows the Clone Request option on the My Recent Tasks widget.
• Deselected - Hides the Clone Request option from the My Recent Tasks widget.

Default Value:

Selected

Show Anonymous Tasks

Function:

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

Allowed 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 PrivateCloud 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.

Allowed 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 PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

Maximum Tabs In Quick View

Description:

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

Allowed Values:

An integer.

Default Value:

10

Limitations:

This field is available in these releases:

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

Show Subprocess

Function:

Specifies whether the Processes screen shows subprocesses in the process list.

Allowed 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 PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher

App Or Process Sort By Release Date

Description:

Specifies whether to sort the apps or process models by release data to show on the My Apps screen in Work Center.

Allowed Values:

• On - Sorts the apps or process models by release date.
• Off - Sorts the apps or process models by app name in decending order.

Default Value:

On

Preferred Display Format For Tasks

Description:

Specifies the default view for the tasks to show on the Tasks screen.

Allowed Values:

• Bucket - Shows the tasks in a bucket view.
• Grid - Shows the tasks in a grid view.

Default Value:

Bucket

Preferred Display Format For Processes

Description:

Specifies the default view for the processes to show on the Processes screen.

Allowed Values:

• Bucket - Shows the processes in a bucket view.
• Grid - Shows the processes in a grid view.

Default Value:

Bucket

Preferred Display Format For Apps

Description:

Specifies the default view for the apps to show on the My Apps screen.

Allowed Values:

• Tile - Shows the apps in a tile view.
• Grid - Shows the apps in a grid view.

Default Value:

Tile

Column Name

Description:

Shows the list of column names specified on the task card on the Tasks screen.

Allowed Values:

Read only.

Visible In The Grid

Description:

Specifies whether to show the column name on the task card on the Tasks screen and Process screen.

Allowed Values:

• On - Shows the column name on the Tasks screen and Processes screen.
• Off - Does not show the column name on the Tasks screen and Processes screen.

Default Value:

On

Column Order In The Grid

Description:

Specifies the order to show the columns on the task card on the Tasks screen.

Allowed Values:

An integer from 1 to 3.

Allow Change Flow For

Function:

Specifies the type of users to whom to show the Change Flow option on the Process Viewer screen.

Allowed Values:

• Anyone With Change Flow Permissions - Shows the Change Flow option for users who have the Rollback A Process access right.
• App Owners And Administrators With Change Flow Permissions - Shows the Change Flow option for users who are App Owners or a member of the Administrators role.
• None - Hides the Change Flow option on the Process Viewer screen.

Default Value:

App Owners And Administrators With Change Flow Permissions

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Show Activity Timeframe

Function:

Specifies whether the Process Viewer screen shows the total time in milliseconds (ms) taken to complete an activity.

Allowed Values:

• On - Shows the total time in milliseconds (ms) taken to complete an activity.
• Off - The Process Viewer screen does not show the time taken to complete an activity.

Default Value:

On

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Show Activity Tooltip

Function:

Specifies whether to show the information about an activity when a runtime app user hovers over the activity on the Process Viewer screen.

Allowed Values:

• On - Shows the information about an activity when a runtime app user hovers over the activity.
• Off - Does not show the text when a runtime app user hovers over the activity.

Default Value:

On

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Show Process KPI

Function:

Specifies whether to show the Process KPI option on the Process Viewer screen.

Allowed Values:

• On - Shows the Process KPI option on the Process Viewer screen.
• Off - Hides the Process KPI option from the Process Viewer screen.

Default Value:

On

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Reset

Description:

Restores the default settings for the Work Center configuration.

Save

Function:

Saves the changes to the Work Center configuration.

Translate Names In

Description:

Specifies the language for the translation from the list.

Allowed Values:

A language from the list.

Default Value:

None

Default Column Name

Description:

Shows the list of column names specified on the Tasks screen and Processes screen.

Allowed Values:

Read only.

Custom Column Name

Description:

Specifies a different name for the column names to show on the Tasks screen and Processes screen.

Allowed Values:

• Priority - Specifies a different name for the Priority column on the Tasks screen.
• Task Name - Specifies a different label for the Task Name column on the Tasks screen.
• Process Model Name - Specifies a different name for the Process Model column on the Tasks and Processes screen.
• Status - Specifies a different name for the Status column on the Tasks and Processes screen..
• Due Date - Specifies a different name for the Due Date column on the Tasks screen.
• User - Specifies a different name for the User column on the Tasks screen.
• Process Instance Name - Specifies a different name for the Process Instance Name column on the Tasks and Processes screen.
• Started Date - Specifies a different name for the Started Date column on the Processes screen.
• Initiator - Specifies a different name for the Initiator column on the Processes screen.
• Assigned Date - Specifies a different name for the Assigned Date column on the Tasks screen.
• Department - Specifies a different name for the Department column on the Tasks screen.
• Category - Specifies a different name for the Category column on the Processes screen.

Show Column

Description:

Specifies whether to show the column name on the Tasks screen and Processes screen.

Allowed Values:

• On - Shows the column name on the Tasks screen and Processes screen.
• Off - Does not show the column name on the Tasks screen and Processes screen.

Default Value:

On

Column Index

Description:

Specifies the order to show the columns on the Tasks screen and Processes screen.

Allowed Values:

An integer.

Range

• 1-11

Reset

Description:

Restores the default settings for the Work Center configuration.

Save

Function:

Saves the changes to the Work Center configuration.

Default View

Description:

Specifies the default view for the tasks to show on the Tasks screen.

Allowed 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

Description:

Specifies not to show the selected view in the View list for the task.

Allowed 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

Description:

Shows only the menu options for a tasks in the task list associated with the specified view.

Allowed 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

Description:

Specifies the default view for the processes to show on the Processes screen.

Allowed 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

Description:

Specifies not to show the selected options in the View list for the process.

Allowed 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

Description:

Shows only the processes for a specified view in the process list.

Allowed 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

Description:

Specifies not to show the specified options in the task options list for the task.

Allowed 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
• Task Details
• View Parent Process
• eForms Report View
• Complete Task
• Process Details
• View Process Hierarchy

Default Value:

None

Reset

Description:

Restores the default settings for the Work Center configuration.

Save

Function:

Saves the changes to the 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 Action screen, on the Custom Action tab click the menu icon > Add.

Function of this Screen:

Creates a custom action to use in Work Center.

HTML

Opens this Screen:

Add HTML File tab

To Open this Field:

1. On the Custom Action 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 Action 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 Action 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 Action screen, on the Custom Action 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 Work Center.

Import (HTML)

Opens this Screen:

Import HTML File screen

To Open this Field:

1. On the Custom Action 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 Work Center.

Import (JavaScript)

Opens this Screen:

Import JavaScript File screen

To Open this Field:

1. On the Custom Action 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 Work Center.

Import (CSS)

Opens this Screen:

Import CSS File screen

To Open this Field:

1. On the Custom Action 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 Work Center.

Export

Function:

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

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

To Open this Field:

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

Edit

Description:

Changes the information for a custom action.

To Open this Field:

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

Run

Description:

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

To Open this Field:

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

View In Work Center

Description:

Shows a previous of the custom action in Work Center.

Allowed Values:

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

Delete

Description:

Deletes the specified file or resource.

Hide Selected Apps and Processes From My Apps

Description:

Specifies whether the My Apps screen shows or hides the selected apps or process models in Work Center.

Allowed Values:

• On - Hides the selected apps or process models.
• Off - Shows all apps that are published for the use.

Default Value:

On

Apps And Processes To Hide

Description:

Specifies the apps or process models to hide on the My Apps screen in Work Center.

Allowed Values:

One or more apps or process models.

Default Value:

None

Hide Tasks For Selected Apps And Processes

Description:

Specifies whether the tasks for an app or process model are shown on the Inbox tab in the Work Center.

Allowed Values:

• On - Hides the tasks for the selected app or process model.
• Off - Shows the tasks for the selected app or process model.

Default Value:

On

Reset

Description:

Restores the default settings for the Work Center configuration.

Save

Function:

Saves the changes to the Work Center configuration.

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

Description:

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

Description:

Specifies a base URL of an external form.

Allowed Values:

A valid URL of an external form app.

Default Value:

None

App Name

Description:

Specifies the name of the app of your process that shows in the My Task tab in Classic Work Center.

Allowed Values:

An app name from the list.

Default Value:

None

Extension

Description:

Specifies whether the URL of an external form shows in the browser at runtime with a file name extension.

Allowed 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:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Reset

Description:

Restores the default setting for the external form base URL.