The user portal provides Worklist users an interface for accessing the task instances that they are authorized to deal with. In the user portal, the user will see list of task instances associated with them or the groups they belong to. These lists should be considered to the user's Inbox for Worklist.
There Upcoming Tasks and Overdue Tasks portlets show tasks created by the user or owned by the user. Task claimed by the user are shown with a special icon containing a check mark. This is done to clearly indicate the tasks this user is expected to work on (by taking actions on them and setting their properties). Tasks that are were created by or are owned by the user require the user to keep track of them, but not necessarily to work on them.
The Assigned Tasks portlet shows tasks that are assigned to the user, or the groups to which the user belongs, but are not claimed by anyone. The claimed tasks are claimed by the user and to be worked on by the user only. For example, if loan officer John claims a loan processing task instance, then loan officer Joe will not have access to this task instance, and will not see the task in his view of the user portal.
The Assigned Tasks are tasks assigned directly to the user or groups. the user belongs.
In this step, you will perform the following tasks:
To test the newly deployed loan processing task plan, you need to create a new task instance. Before integrating with the system application, the task plan can be tested by creating a loan processing task instance.
NewLoan constructor will be used to create the loan processing task instance. To create the task instance:
|Note:||You can use any external browser, for example Internet Explorer, or the default browser that comes with BEA Workshop for WebLogic Platform.|
Loan_Webproject using the following credentials:
The Home page is displayed with the Inbox' for the user. This is a portal page with portlets for the Inbox of overdue, upcoming, and assigned tasks, along with the portlet that allows you to create a new task (see Figure 4-1).
|Note:||The task shows up on the Inbox of the user weblogic because weblogic is the owner of the task instance. By default, the user who creates the task instance becomes the owner of the task instance. This enables the owner to track the status of the task instance although the owner is not assigned to work on the task instance.|
The new task instance shows up in the list of upcoming tasks, which implies that a loan officer needs to claim the task and process it. Loan officer John will claim this task and work on it.
To claim the task instance, Car loan for Maggie May:
Because the task instance, Car loan for Maggie May, is assigned to the
loanOfficers group, it will show up on the Assigned Tasks portlet of John's Inbox (see Figure 4-3).
Car Loan for Maggie Mayin the Upcoming Tasks portlet. This will display the Task Work page with the task details, and the Action options available for user John. As show in Figure 4-5.
Loan amount of 10,000 sent for sanction by loan managers.
After John forwards the new loan application for approval to the managers, one of the managers needs to claim the task, decide to approve or reject the loan, and the system will process the request accordingly. Perform the following steps to claim the task instance and subsequently to reject the loan request.
Loan_Webproject at the following URL:
loanManagersgroup, it will show up on the Assigned Tasks portlet of Mary's Inbox. The Assigned Tasks portlet will look similar to Figure 4-3.
Car Loan for Maggie Mayin the Upcoming Tasks portlet. This will display the Task Work page with the task details, and the Action options available for user Mary. (see Figure 4-7).
Loan rejected on bad credit.