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Completing the Workbasket tab

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Complete the Workbasket tab to locate this workbasket within an organization and with a work group to support reporting and routing.

SmartPrompt is available for all fields. Click the Open icon to review a single instance.

More than one workbasket can be associated with an organization unit, and more than one workbasket can be associated with a work group.

Field

Description

Organization  
Name

Enter the name of the organization that uses this workbasket.

Division

Enter the name of a division of that organization.

Unit

Enter the name of an organization unit within that division.

Work Group

Enter the name of a work group that uses this workbasket. This field determines which workbaskets appear in the View Queue list on the My Group area of the Process Work workspace for managers.

Contacts add row
 

Optional. Identify one or more Operator IDs associated in some way with this workbasket. This array does not convey any capabilities to the operators.

In a flow (or elsewhere), your application can call one of these standard notify activities to use information in this array:

  • Work-NotifyAssignee  — Send a notification email to the first contact.
  • Work-.NotifyAllAssignees — Send a notification email to all contacts.

Typically, the email message indicates that the workbasket contains a new assignment.

Beyond the two activities, contact information can be useful as guidance to application developers.

Roles add row
 

Optional. Enter a role name (Rule-Access-Role-Name). When this array is not blank, only users who possess at least one of the roles listed may retrieve (dequeue) an assignment from this workbasket.

The Contacts array provides developers with information that can be useful — when first creating flows for an application — for removing assignments from this workbasket and transferring them one-by-one to an appropriate user's worklist.

About Workbasket data instances