Notifications

When you receive a task, your task appears in the Notifications log. The Notifications log contains the following toolbar options, which enable you to work with each notification:

Toolbar Options Description
Actions

To select one of the following actions for your notification:

Print

  • HTML
  • PDF
  • Custom

Delete
View

To select one of the following options:

  • All Notifications < Default
  • Received in last 7 days
  • Received in last 30 days
  • Group by Business Process
  • Group by Origin
  • All Notifications
  • My very own view
  • Create New View
  • Manage Views
Edit View "" Enables you to select which columns to be displayed or remain hidden, apply filters, group and sort by available fields, and to save custom views.
Delete To delete an item in the log.
Refresh "" To update the information displayed on the screen.
Print ""

To print the information displayed on the screen. Your other options are:

  • Export To CSV
  • Export To Excel
Search "" To search for related items.
Find on Page "" To filter results displayed on the screen. When you select this option, the system inserts a row that lets you enter filter parameters.

The Notifications log contains multiple columns, such as Attachments, Business Process, From, and so on, which enable you to work with and learn more about each notification.

When you select a notification in the Notifications log, the right part of the log provides properties information by way of the following tabs:

Record Details tab: This tab provides the details about the selected notification, within the fields in the following blocks:

  • General block
  • Action Item Information block
  • Meeting Details block
  • Description block

Workflow Progress tab: This tab provides the following workflow details about the BP that was indicated in the selected notification:

  • Title
  • Record Number
  • Current Step
  • BP Setup Used
  • View Graphic (to view Workflow Progress - Graphic. You can print the graphic)
  • Filter By
  • Visited Steps

Attachments tab: This tab provides the following details about the attachments that were included in the BP that was indicated in the selected notification:

  • File Name
  • Title
  • Pub. no.
  • Tab Name
  • Size

For each item in the Attachments tab log, the gear menu ("") lets you conduct the following actions on the attached file:

  • Open in Office for the web [availability depends on the file type]
  • Open
  • Open in AutoVue
  • Download