ECMT - Setup Work Item Page

The queue item page allows a workflow designer to configure the components of the work item page, which is used with the document viewer to display the document and its related information.

Viewer URL & Presets

A viewer URL is a link to the DMS’ web viewer component (web page). ECM Toolbox Workflow can pass values of specified index fields to the URL. A good example is Doc Type, <%Doc Type%> would be used in place and will be populated when the viewer URL is invoked.

Adding URL Presets

Click Edit Presets button.
Click Add.
Specify a name for the preset.
Specify the URL to use as the preset.
Use the URL Builder to build out what to include in the URL.
Click Save Viewer URL.

Using URL Presets

Click the dropdown with the words Select Preset…
Select the preset to have the URL populated in the field automatically.

Page Sections

Check the boxes to include the components in the right side of the work item page, which the end user will see when viewing a document.

Show Indexes	Shows the document fields/indexes. The user may change the values.
Show HIstory	Shows the history tab of the document.
Show Comments	Shows the comments tab. The user may add comments.

Custom Work Item Page

Note: The work item page must exist in the “web/DynamicLibraries” folder and follow the standard setup as the default work item page. More details about this feature can be found in the Workflow 4 Developer Guide.

The work item page settings allow the administrator to use a custom-built work item page if desired. The work item page must be the whole filename of the HTML file including file category.

Additional Information

Work item Page Parameters
If a custom work item page requires parameter(s) to be used by page JavaScript code, they may specify the functions, separated by spaces.

Queue Notes
Workflow designers can save notes for the queue for tracking purposes.

Preview Mode

Preview mode allows a workflow user to open a work item without taking ownership of it. Depending on how the workflow designer has setup the permissions, the user can use buttons and add comments if given the rights in that queue.

The user is also able to directly open the work item via a link generated in workflow emails set by the workflow administrator.

Workflow Preview Hyperlinking

Note: Preview mode must be enabled in the queue settings level of the workflow designer. If preview is not enabled, the link will not work.

Preview Hyperlinking works by providing ECM Toolbox a workflow ID and instance ID to preview in. The link will ask the user to login, and then can see the item without taking ownership. Depending on button permissions and user’s access, some buttons may be offered for the user to act with.

Example Link: <https://yourservername.com:8080/login.html?preview=WorkflowID-<%Instance>
ID%>

Delete a Queue

Navigate to Administration tab on workflow on the left menu and click Workflow Setup.
Select the workflow and click Design.
Select Workflow Design tab.
Select the queue to open the queue editor.
Click Delete button to the bottom left of the window.
Click Yes.