Question

Feature Request: Show Processes Under Pending Tasks

Forms Version 9 Ideas

Updated January 15, 2016

asked on September 29, 2014

Forms 9.2.0.853

In Forms 9.1 when you went to My Tasks, in the left navigation it listed each process and you could select a specific one. In Forms 9.2 in Pending Tasks, the only way to show processes is to change the "Group by" value and then it lists all processes. This becomes a problem when one person may have a lot of tasks for one or two processes that are at the top of the list as it pushes the other processes down the page so you have to scroll to find them.

It would be nice if the way 9.1 could be incorporated into 9.2 so when a user selects "Pending Tasks" it would then list underneath each task just as it did in 9.1.

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Answer

SELECTED ANSWER

replied on January 15, 2016

Hi there,

Tasks group by and filter by Processes are supported in Laserfiche Forms 10.

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Replies

replied on October 2, 2014

Hey Blake,

That's a great point! Thanks for writing out that use case. I've passed this along to the Forms developers to make sure that they see this and can consider adding it in a future release!

Thanks for your feedback!

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replied on October 2, 2014

Thank you! We have also had a lot of comments from users that loved the number notation next to each process so they knew how many tasks for each process they had pending.

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replied on October 2, 2014

Hi Blake,

In the process modeler you can configure the instance title in the process setting dialog. By default the process name will be included in the instance title for newly created process, so you can see the process name in the pending task and my history page.

In the future we will continue improve the inbox page, thank you for the feedback!

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replied on October 2, 2014

Hey Blake,

Feel free to correct me if I'm misunderstanding.

Lena,

I think Blake is looking for a way to filter his list of tasks to only show tasks that were assigned from a certain process. So that way if you have 30 tasks from Business Process A, and 5 from Business Process B, and you group your tasks by process, the 30 tasks from process A will take up all the space in the inbox, leaving the tasks from B to be at the bottom of the inbox. Blake is looking for a way to filter the tasks by process, so that he can only choose to show tasks from process B and temporarily hide the tasks from process A.

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replied on October 2, 2014

Rob is correct. Our users love the new inbox, but liked how they could select a specific process to see tasks just for a specific process. They also liked having the number of tasks they had for a specific process as well.

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replied on October 6, 2014

Thanks Blake. We appreciate your feedback and will definitely take into consideration for future Forms release.

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replied on March 4, 2015 • Show version history

There are a few workarounds that can be done in Forms 9.2 to get the Inbox behavior close to what "My Tasks" looked like in Forms 9.1.

To have the Forms 9.2 Inbox > Pending Tasks view default to group by "Process" instead of "Date Assigned", go into C:\Program Files\Laserfiche\Laserfiche Forms\Forms\js\controllers and edit the controller.inbox.js file. Look for

defaultGroup:"date_des"

and change that to

defaultGroup:"process_asc"

Also, if you want the business process groupings to be collapsed by default, then in the same file, look for

name:bpname,expanded:true

and change that to

name:bpname,expanded:false

Make sure to backup the file first before making these edits. Also, in the web browser, make sure you refresh the Forms page so that it uses the newly modified js file.

Here's a screenshot of what the default view now looks like with the above changes

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Feature Request: Show Processes Under Pending Tasks

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