| Field Name |
Definition |
Type of List
|
- Definition:
- Determines the scope of the tasks you want to display in the Task List Web Part.
Note: Except for the default
Tasks option, all options listed here have the potential to
download a large amount of data, which can slow SharePoint performance. These
options are recommended only in views or pages created for managers. They are
not recommended for other users.
- Allowed Values:
- Tasks - Displays your tasks only.
- MyDirectTeam - Displays your tasks, plus the tasks for any users for whom you
are listed as the Manager in AgilePoint Enterprise Manager.
- MyTeamAndSub - Displays tasks for you, the members of your direct team, and the
members of their direct teams. This is typically used by higher level
managers.
- MyDepartment - Displays your tasks and the tasks for everyone in your
department.
- MyGroup - Displays your tasks and the tasks for all members of groups for which you
are the group leader in Enterprise Manager.
- MyGroupPeers - Displays your tasks and the tasks
for all members of all groups for
which you are a member.
- AllTasks - Display all the tasks for all users within the AgilePoint BPMS
system.
- Default Value:
- Tasks
|
Templates
|
- Definition:
- Specifies process templates the Web Part uses to filter
process instances.
- Allowed Values:
- One or more process template names.
You can enter multiple process template names, separated by
semicolons (;).
- Default Value:
- None
|
Groups
|
- Definition:
- Limits the display of tasks. Only the
tasks of the specified list of groups are displayed.
- Allowed Values:
- The name of your group.
You can separate groups using semicolons.
- Default Value:
- None
|
Departments
|
- Definition:
- Limits the display of tasks.
Only the tasks of the specified list of departments are displayed.
- Allowed Values:
- The name of your department.
You can separate departments using semicolons.
- Default Value:
- None
|
SharePoint Fields
|
- Definition:
- Allows to display the context data of a process instance.
To perform this, you must first publish
context data into the SharePoint library using
metadata fields, and then type a semicolon-separated
list of column names.
- Allowed Values:
- The name of your SharePoint fields.
You can separate list of columns using semicolons.
- Default Value:
- None
|
Show "Complete Selected Tasks" in Global Actions
|
- Definition:
- Determines whether to display the Complete Selected Tasks option in the
Global Actions list that enables the user to complete a
number of selected tasks at once.
- Allowed Values:
- Deselected - Specifies not to display the Complete Selected Tasks option in the
Global Actions list.
- Selected - Specifies to display the Complete Selected Tasks option in the
Global Actions list.
- Default Value:
- Deselected
|
Show Multiple Dynamic Group/Roles
|
- Definition:
- Determines whether to disable querying against multiple
dynamic groups or roles if a Web Part performance is slow.
The reason is that some organizations experience slow performance while
querying against multiple dynamic groups or roles. You can
deselect this option to enhance the Web Part performance.
The tasks for the dynamic groups
or roles are not displayed in the Web Part.
This setting is optional. Not all organizations experience this
issue, and deselecting this option results in reduced
functionality.
- Allowed Values:
- Selected - Specifies to execute queries against multiple
dynamic groups or roles.
- Deselected - Specifies not to execute queries against multiple
dynamic groups or roles.
- Default Value:
- Selected
|
Open task by clicking the task link
|
- Definition:
- Determines whether to enable a user to open a task by clicking the hyperlinked task name.
- Allowed Values:
- Deselected - Specifies not to open a task by clicking the hyperlinked task name.
- Selected - Specifies to open a task by clicking the hyperlinked task name.
- Default Value:
- Deselected
|
Show Overdue Task in Color
|
- Definition:
- Determines whether the Web Part displays overdue tasks
with a different color.
- Allowed Values:
- Deselected - Disables displaying overdue tasks
with a different color.
- Selected - Enables displaying overdue tasks
with a different color.
- Default Value:
- Deselected
|
Color for Overdue Tasks
|
- Definition:
- Specifies to choose a color from the list to mark overdue tasks.
- Allowed Values:
- The color you want.
- Default Value:
- Red
|
Color for Selected Task
|
- Definition:
- Specifies to choose a color from the list to set the background color for the selected tasks.
Selected tasks are marked when the ID of tasks is passed using the http query string parameters. This is also applied while sending emails to include a link to task:
http://mysite/default.aspx?WID=[WorkItemID]
- Allowed Values:
- The color you want.
- Default Value:
- LightBlue
|
Color for Tasks on Pool
|
- Definition:
- Specifies to choose a color from the list to set the background color for tasks that are assigned to a pool.
- Allowed Values:
- The color you want.
- Default Value:
- LightYellow
|
Items Per Page
|
- Definition:
- Specifies the number of items to display on one page in the Web Part.
- Allowed Values:
- An integer.
- Default Value:
- 10
|
Max. Tasks to Retrieve
|
- Definition:
- Limits the number of tasks to be retrieved.
Limiting the number of tasks to retrieve can help improve performance.
- Allowed Values:
- An integer.
If you are using columns that retrieve data from Custom Data Sources,
AgilePoint recommends limiting this number to 50 or lower.
- Default Value:
- 500
|
AgilePoint Columns
|
- Function:
- Enables you to show or hide columns on the Web Part and set the display name for
columns.
|
Apply Filter
|
- Definition:
- Specifies whether to filter items in the Task List Web Part based on column values.
The value in the Filter Condition field performs actual filtering operation.
- Allowed Values:
-
- Default Value:
- Deselected
|
Filter Condition
|
- Function:
- Sets the filter criteria that defines which SharePoint list data to be retrieved.
- Allowed Values:
- A valid SQL query.
For more information, see
Filtering the SharePoint Task List
- Default Value:
- None
- Example:
- For more information, see
Filtering the SharePoint Task List
|
Pre-Processing Custom Filter
|
- Definition:
- Specifies whether pre-processing custom filter is enabled on the task list.
This option enables you to filter Task List results before they
are processed by the Task List Web Part in order to improve Task
List performance.
This advanced option supersedes the Apply Filter field used for standard Task
List filtering.
Note: This advanced
option is required only if you want to
perform
pre-processing for filtering custom data columns. This is an uncommon
situation.
- Allowed Values:
- Deselected - Specifies not to apply any filter condition.
- Selected - Enables the pre-processing filter condition option.
- Default Value:
- Deselected
|
Data Population DataBase
|
- Definition:
- Specifies the name of your data population database.
Note: This advanced
option is required only if you want to
perform
pre-processing for filtering custom data columns. This is an uncommon
situation.
- Allowed Values:
- The name of your data population database.
- Default Value:
- None
- Example:
- MyDatabase
|
Query
|
- Definition:
- Specifies a query to retrieve Task List data from the Data Population
database before
filtering it with the Filter Condition.
Note: This advanced
option is required only if you want to
perform
pre-processing for filtering custom data columns. This is an uncommon
situation.
Click the Ellipses button to open an editor window to set the query condition in the field.
- Allowed Values:
- A SQL query in the following format:
SELECT [process instance ID] FROM <data population table> WHERE <condition>
- [process instance ID] - The name of the column in the population table
to which process instance id is mapped in data population configuration.
The square brackets [ ] are literal, and are required.
- <data population table> - The name of your data population database table. Do
not include the angle brackets < >
- <condition> - Your SQL condition. The left side of the condition statement is
the name of the database column you want to filter. Do
not include the angle brackets < >
- Example:
- SELECT [ProcessId] FROM PopulationTable WHERE UserRole='Manager'
|
