Creating Worklist Record Definitions

To create a worklist record definition:

  1. In PeopleSoft Application Designer, add the required system fields to the record definition.

    Identify the required system fields as key fields with ascending sort order.

  2. Add the key fields from the search record for the page that group users use to process the worklist entries.

    The worklist record must include the search record key fields so that the system can locate the record on which the user must work.

  3. (Optional) If users work on work items using an external program, rather than a PeopleSoft page, add a character field named COMMAND_PARM.

    When you define a step in an activity, you can specify that an external program starts when a user selects it. If the activity assigned to this worklist starts with such an activity, you can pass command-line arguments to the external program from the worklist record.

    For example, if you map a filename to the COMMAND_PARM field, the system appends the file name to the command line of the external program (as specified in the step definition).

  4. Add fields to provide descriptive information in the user’s worklist.

    If you have a compelling reason, you can add other application fields instead. However, do not add other application fields if you have added the WORKLIST_DESCR field; using WORKLIST_DESCR automatically stops the worklist from displaying the application fields.

  5. Save the record definition using a name that ends with _WL.

  6. Create a database table using the record definition that you saved in Step 5.