A worklist is an element of theworkspace home page. It lists open, outstanding (not complete) assignments waiting for a user to perform them. Thus, a worklist display shows selected instances of the Assign-Worklist class.

The worklist appears in the My Work In Progress area of this workspace. Details of its appearance vary, depending on the portal in use.

Usually, assignments appear on a worklist because an Assignment task in a flow created the assignment. Assignments appear in order of assignment urgency — the most urgent assignments appear first, those with the highest pxAssignUrgency value. (When normally computed by a Declare Expression rule, the assignment urgency value Assign-.pxAssignUrgency is linked to — but not always the same as — the overall work object urgency Work-.pxUrgencyWork.)

Other columns of the worklist often identify the work object, work object status, and instructions.

Information on the worklist display may become stale (outdated) if the user is inactive or works only in a workspace other than the Process Work workspace. Click the refresh icon ( or ) or interact with the worklist to refresh its contents.

A yellow clock icon () next to a row indicates that the goal time for this assignment is less than 24 hours into the future. A red clock icon () indicates that the deadline time for this assignment is less than an hour in the future or has occurred. When the deadline occurs but the assignment remains open (not performed) the assignment is untimely. The standard HTML property rule TimeLimitUrgency determines the schedule and appearance of the yellow and red clock icons. Your application can override this rule.

The Where-am-I? icon () links to the Visio diagram representation of the flow rule.

Customizing the columns of a worklist display

Your application can customize the columns and appearance of the worklist by copying and modifying a gadget or a list view report.

The standard portals WorkUser and WorkManager reference, on the Tabs tab of the Portal rule form, a standard gadget named WorklistExpandContract. By default, this gadget is linked to the standard list view rule Assign-Worklist.Worklist.ALL, which defines the columns of the default worklist.

Use any of these approaches to customize the worklist display:

• To simply choose a different order, different properties, or different presentation of properties in the Assign-Worklist class, override the Assign-Worklist.Worklist.ALL report.
• In many applications, however, the properties of interest are only in the work object class, not the Assign-Worklist class. To support customization, an alternative standard gadget (HTML rule Data-Gadget.WorklistDetail) is available. This gadget links to the standard list view Assign-Worklist.WorklistDetail.ALL, which you can use as-is, or override. Your list view can include as columns properties from both the Assign-Worklist class and the work object, through the join feature of the list view rule. For an example of this approach, see Pega Developer Network article PRKB-25223 How to customize the worklist display using JOIN.
• Customization using a list view defined on the Data-Assignment-Summary class was an older approach for customizing worklist columns, beginning with V4.2. The Data-Assignment-Summary class is linked to a view in the PegaRULES database. This approach remains supported. For an example, review the standard list view report Data-Assignment-Summary.Worklist_pegaSampleTask.ALL. For guidance, see Pega Developer Network article PRKB-16912 How to customize the display of a worklist.

Integrated worklist display

Ordinarily, the worklist display shows all assignments for user on the current Process Commander system, whether that user works on a single application or multiple applications hosted in one system.

If your organization has multiple, separate Process Commander systems (not just multiple nodes), and some users access and work with two or more systems, you can eliminate multiple sign-ons and browser windows by installing the Integrated Work Manager (IWM) product.

	assignment, deadline, flow, gadget, goal, instructions, Integrated Work Manager, timeliness, Where am I? icon, work object, urgency
	User Portal basics — Using the Process Work workspace

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