Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Configuring the Task Inbox Component

Configuring the Task Inbox Component

Create the task inbox component in the Component Editor. After you create the task inbox component, the component appears in the Layout Designer. You can configure the fields that you want to display as columns and the predefined filters for the task inbox.
  1. In the Provisioning tool, click
    Configuration
    Component Editor
    .
    The
    Component Editor
    appears.
  2. From the component type list, select
    Task Inbox
    , and click
    Create
    .
    The Properties panel displays
    Basic
    and
    Advanced
    tabs. To configure the task inbox in the user interface, use the
    Basic
    tab. To configure the task inbox with the XML code, use the
    Advanced
    tab. See XML Code to Configure a Task Inbox.
  3. On the
    Basic
    tab, enter a name for the task inbox component.
  4. To configure the fields for the task inbox component, perform the following tasks:
    1. In the
      Display Fields
      field, click
      Edit
      .
      The
      Table Settings
      dialog box appears.
    2. To add or remove a field, select the field and drag it to the required section.
    3. To set the order for a field, move the field up or down.
    4. Click
      OK
      .
  5. To configure the filters for the task inbox component, perform the following tasks:
    1. In the
      Display Filters
      field, click
      Edit
      .
      The
      Table Settings
      dialog box appears.
    2. To add or remove a filter, select the filter and drag it to the required section.
    3. To set the order for a filter, move the filter up or down.
    4. Click
      OK
      .
  6. Click
    Apply
    .
  7. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
        and follow the instructions that appear on the screen.
The task inbox component that you create and publish appears in the Components panel.

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