Choose a Target

The Target screen is used to choose the organizational entity or resource whose work items will appear in the view.

1. From the Type of view drop-down list, select one of the following:
   
   
   • Tasks in my worklist. Select this if you are configuring a view of your own work list. You can share this with other authorized users, if you wish.
   • An entity in the org model. Select this if you are creating a work view for a particular organizational entity, that is, an organization unit, position, or resource.
     Note: This option is only available if you have the Browse Model and Resource Admin system actions.

     Work Manager checks to ensure that each entity you select when creating the work view can view the work list. Each entity must have the View Work List system action. If any entities do not have this permission, the view is not created. See Work View Permissions for more information.

     Note: Organizations are modeled in TIBCO BPM Enterprise Administrator. See the TIBCO® BPM Enterprise Administrator's Guide for more information.
   • All work items. Select this if you are creating a work view to view all work items in the system. You must have the View Global Work List system action for this option to be available.
   If you selected Tasks in my worklist or All work items, click Next to continue and proceed to Specify the Work Item Columns.

   If you selected An entity in the org model, proceed to step 2.

2. From the Version drop-down list, select the version number of the organization model where the organizational entity resides.
3. From Organizations, drill down to the desired organizational entity.
   When you select an organizational entity, any resources that are mapped to the organizational entity are listed in the Resources list.
4. To select resources, select the organizational entity to which the resource is mapped, then either click to the right of the resource name in the Resources list, or select the resource in the Resources list.

   Click on the bottom of the Selected target list.

   To select organizational entity as the target, select the organizational entity in the Organizations list, click to the right of the organizational entity name, or click on the bottom of the Selected target list.

   If you have selected a resource as the target, the new work view will contain only the work items that are offered to that resource. in this case, proceed to step 6.

   Note: You can remove an entity or resource from Selected target by hovering the mouse pointer over the entity or resource and clicking .
5. If you selected An entity in the org model, from the Type of work items, select either:
   • Offered. Select this if you want to see work items that are offered to the organizational entity.
   • Allocated. Select this if you want to see work items that are allocated to the organizational entity.
6. Click Next to continue.