Creating Work Views

A work view can be created either by using a wizard or by using the Outstanding Work Items Function.

  • Using the Wizard - This method steps you through a series of dialogs that allow you to name the work view and specify filter and/or sort criteria.

    When using the wizard, you can choose to create a work view under "My Work" (which will contain work items offered/allocated to you), or under "Supervised Work" (which contain work items that are offered/allocated to a user you supervise, that were sent to a specified organizational entity, or all work items regardless to whom they have been offered or allocated).

    Work views created using the wizard are always permanent, that is, they will remain in your work view list until you explicitly remove them.

    For more information, see:

  • Using the Outstanding Work Items Function - The process instance list contains two functions that allow you to display the currently outstanding work items for the selected process instance:
    • Show Outstanding Work Item(s) for ID - This function causes a temporary work view to be created under the My Work folder in the work view list. This work view will contain all of the outstanding work items for the selected process instance that are currently offered or allocated to you.
    • Show Supervised List of Outstanding Work Item(s) for ID - This function causes a temporary work view to be created under the Supervised Work folder in the work view list. This work view will contain all of the outstanding work items for the selected process instance that are currently offered or allocated to the specified user, that were sent to the specified organizational entity, or all work items regardless to whom they have been offered or allocated.

      To view a list of outstanding work items of specific groups, organization units, or positions, you must have been given access permission to view work items in that specific group, organization unit, or position (this permission is granted via the View Work List (BRM.viewWorkList) scoped system action — for information, see the Configuring User Access chapter in the TIBCO Workspace Configuration and Customization guide).

      Because the work view that is created with these functions is temporary, it must be saved, otherwise it will be lost when you log out.

      For more information about creating a work view containing outstanding work items, see Outstanding Work Items.