Creating and Using Worklist Feeds

This chapter provides an overview of worklist feeds and discusses how to:

• Publish worklist feeds

• Use worklist feeds

Understanding Worklist Feeds

PeopleTools provides the WORKLIST feed data type to publish worklist feeds through the Feed Publishing Framework.

Worklist feeds provide the ability to view a user's worklist as a feed in real time. The feed is generated in the security context of the signed on user and displays the user’s current worklist items; however, it does not show worked items. By using worklist feeds, the worklist items can be available on systems other than the system that originated the entries without copying the data.

If worklist items are hosted on another system, then you must complete additional configuration in the local database for the node that represents that system.

Additional Configuration for Worklist Feeds

The local host node that contains the Worklist and Worklist Details pages must have defined content uniform resource identifier (URI) text and portal URI text. This configuration data will be used to generate the worklist item URLs. To find the node name, navigate to the Worklist page or the Worklist Details page and look at the URL, which will be similar to the following:

http://machine:port/psp/ps/EMPLOYEE/ERP/w/WORKLIST?ICAction=ICViewWorklist&Menu=Worklist&Market=GBL&PanelGroupName=WORKLIST.

In the previous URL, ERP is the local host node; therefore, you must define the content URI text and portal URI text for the ERP node so that worklist feeds contain valid feed entries.

See Setting URI Text for Local Host Nodes.

Publishing Worklist Feeds

This section provides an overview of the steps used to publish worklist feeds and discusses how to:

• Publish worklists as feeds.

• Define advanced options for worklist feeds.

Understanding the Steps to Publish Worklist Feeds

To publish a worklist feed:

Note. Any user with the role PeopleSoft Administrator can publish worklist feeds from either the Worklist page or the Worklist Details page.

1. Select Worklist, Worklist to access the Worklist page.

2. Click the Publish as Feed link.

   See Publishing Worklists as Feeds.

3. On the Publish Feed Definition page, define the feed properties.

   See Defining Feed Properties.

4. Click the Advanced Options link.

5. Define the advanced feed options for the worklist feed.

   See Defining Advanced Options for Worklist Feeds.

6. Click the OK button.

7. Click the Publish button.

Pages Used to Publish Worklist Feeds

Publishing Worklists as Feeds

Access the Worklist page or the Worklist Details page (Worklist, Worklist; or Worklist, Worklist Details).

Use the Worklist page to publish a worklist as a feed. Click the Publish as Feed link to begin creating the feed definition.

Create the feed definition on the Publish Feed Definition page.

See Defining Feed Properties.

Defining Advanced Options for Worklist Feeds

Access the Advanced Feed Options page (click the Advanced Options link on the Publish Feed Definition page).

Use the Advanced Feed Options page to determine which worklists and worklist items are to be published in the worklist feed.

Worklist Feed Parameters

This table lists worklist feed parameters, selectable values, and their data source parameter names:

Note. The Priority parameter denotes the priority that the user that is the receiver of the notification has assigned to the worklist item in the Worklist page and not the priority with which the worklist item was created.

When you specify multiple feed parameters, similar parameters use OR, while distinct parameters use AND in the WHERE clause. For example, consider the following list of worklist feed parameters and runtime values:

The WHERE clause for the SQL statement generated for the parameters shown in the preceding table is:

WHERE (BUSPROCNAME=’Administer Workflow’) AND (ACTIVITYNAME =’Send Note’) AND  ⇒
(EVENTNAME=’Worklist Note’) AND (WORKLISTNAME=’Worklist Note’) AND ⇒
(WL_PRIORITY=’1’) AND ((INSTSTATUS=0) OR (INSTSTATUS=1)) AND (TIMEDOUT=0) AND⇒
((ORIGINATORID=’PSADMIN’) OR (ORIGINATORID=’PTSECADM’))

This table describes how the Feed Publishing Framework automatically maps the feed properties to Atom 1.0 data source parameters:

Note. INSTAVAILABLEDTTM is the time at which the worklist item was created.

LASTUPDDTTM is the time at which the worklist item was last updated or selected.

Using Worklist Feeds

You can view the feeds by selecting any of the following navigation paths:

• Access the My Feeds page:

  1. Select My Feeds in the Main Menu.

      

  2. Enter search criteria and click Search.

  3. Select the desired worklist feed.

• Access the Worklist page:

  1. Select Worklist in the universal navigation header.

  2. Select a worklist feed from the related feeds hover menu.

• Access the Worklist page:

  1. Select Worklist, Worklist.

  2. Select a worklist feed from the related feeds hover menu.

• Access the Worklist Details page:

  1. Select Worklist, Worklist Details.

  2. Select a worklist feed from the related feeds hover menu.

The following example shows a feed titled Worklist Notification in the browser:

When you click a worklist item, the appropriate page will appear.