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Work Item Search and Management

This page provides administrative tools for searching, managing, and performing operations on work items across all workflows within your Emakin domain.

Search Filters

The search functionality allows filtering work items based on various criteria, grouped into three categories: basic filters, user filters, date filters, and process filters. Expand each filter group to access its options.

Basic Filters

  • Instance Number: The unique identifier assigned to each workflow instance.
  • State: The current status of the work item (e.g., Waiting, Completed, Terminated). Options include:
    • All Items: Includes all work items regardless of state.
    • Waiting Items: Includes only work items awaiting action.
    • Completed Items: Includes only completed work items.
    • Terminated Items: Includes only terminated work items.
  • Caption: Search for work items by their display name, using wildcards (*) for partial matches (e.g., "Approval*" finds work items with names starting with "Approval").

User Filters

  • Assigned To: Filter by the user(s) to whom a work item is assigned.
  • Completed By: Filter by the user who completed the work item.

Date Filters

  • Start Date: Filter by the work item's start date. Selecting a range limits results to work items started within that range; selecting only a start date includes items started on or after that date.
  • End Date: Filter by the work item's completion date. Selecting a range limits results to work items completed within that range; selecting only an end date includes items completed on or before that date.

Process Filters

  • Process: Filter by the name of the process to which the work item belongs.
  • Version: Filter by the specific version of the selected process.
  • State: Filter by the state of the process when the workflow was initiated (All, Test, Active).

Work Item Operations

The Work Items section displays search results. Each row represents a work item and includes: Number, Caption (link to workflow history), State, Start Date, End Date, Assigned To, Completed By, Process, Version Number.

Work Item Menu

Clicking the downward-pointing arrow next to a work item row reveals a menu of available operations. These operations vary depending on the work item's state:

Operations for "Waiting" state:

  • Default Operation: Applies the default operation if a batch operation is selected.
  • Do Nothing: Ignores this work item when a batch operation is selected.
  • Assign To Another Person: Assigns the work item to a different user (using an identity picker).
  • Terminate Instance: Terminates the entire workflow instance.

Operations for "Join" state:

  • Do Nothing: Ignores this work item when a batch operation is selected.
  • Terminate Instance: Terminates the workflow instance.

This section lists jobs associated with the selected work item, including processing, data saving, and indexing tasks. Job details include: Work Type, Started At, Completed At, Duration, Number, and State. The job state can be altered if it is "Waiting," "Error," or "Aborted." See the Background Jobs Manager documentation for details on job states.

Batch Operations

Batch operations affect multiple work items simultaneously. They only apply to work items in a "Waiting" state.

  • None: No action is performed.
  • Assign To Another Person: Assigns all waiting work items to the selected user.
  • Terminate Instance: Terminates all workflow instances associated with the selected waiting work items.

Batch operations can be used in combination with individual work item operations.

Save and Close Actions

  • Close: Closes the Search Work Item page without saving changes.
  • Save: Saves any changes made to work item assignments or job states.