Part V: Rules > Work List Rules > Creating a Node-based Work List Rule

Work List Rules

Work list rules let you change the work list to display a different set of fields in the order that you choose. When an operator accesses a work list, XTRAC displays the list using a default set of fields in the following order: File Number, Item Type, Subtype, Status, Customer Name, and Memo.

Note: For XTRAC to display the work list for a queue group in XTRAC Workbench, the work list rule should have the queue group in the work list rule condition. A work list in XTRAC Workbench displays as follows:

Using work list rules, you can set up special work lists for the following components:

When an operator accesses a work list for a queue, XTRAC searches through the current working node for any work list rules that apply. When an operator accesses a work list for a queue group, XTRAC searches through the current entitlement set of the logged in operator for the work list rules that apply. XTRAC uses the first rule it finds that matches. If no rules apply, XTRAC uses a default work list configuration.

To see how operators access work lists, see the XTRAC Workbench User Guide.

IMPORTANT: For general XTRAC rule information, see XTRAC Rules.

Creating a Node-based Work List Rule

Note: To define a work list rule, you need the Create and Work List Rule security functions as part of the security group that is associated with your entitlement set.

To create a node-based work list rule

  1. In Feature Explorer, click Rules > Work List Rules.
  2. In the Work List Rule Summary window, from the Node drop-down list box, select the node where you want to define the new rule.
  3. Click New.
  4. In the Work List Rule Detail window, in the Description field, type a description for the rule (up to 60 characters).
  5. In the Event drop-down list box, ensure that WL (Work List) is selected.
  6. Click the Condition tab.
  7. Build the rule condition by selecting the fields, criteria, and values.

See Rule Conditions and Building a Rule ConditionBuilding a Rule Condition

  1. Click the Action tab.
  2. Click Add.
  3. In the Select Fields window, select the fields that you want to display as columns in the operator's work list.

You can choose a maximum of 30 fields.

  1. Click OK.

To remove a field, select the field, and then click Remove.

  1. In the Work List Rule Detail window, click Move Up and Move Down to order the fields.
  2. (Optional) In the Change Request ID field, type the ID of the change request (up to 30 characters).
  3. (Optional) In the Memo field, type the reason for creating the rule (up to 60 characters).
  4. Click Save.

XTRAC saves the rule, numbers it, and appends it to the bottom of the list on the Work List Rule Summary window.

  1. Specify the order that XTRAC executes the rules in.

See Ordering Rules

  1. Specify the node and rule association.

See Using Rules Stored at Another Node.

Creating a Centralized Work List Rule

Note: To define a work list rule, you need the Create and Work List Rule security functions as part of the security group that is associated with your entitlement set.

Centralized rules work only with queue groups.

To create a centralized work list rule

  1. In Feature Explorer, click Rules > Work List Rules.
  2. In the Work List Rule Summary window, select the Centralized option.
  3. Click New.
  4. In the Work List Rule Detail window, in the Description field, type a description for the rule (up to 60 characters).
  5. In the Event field, ensure that WL (Work List) is selected.
  6. In the Condition tab, build the rule conditions by selecting the fields, criteria, and values.

See Rule Conditions and Building a Rule Condition.

  1. In the Action tab, click Add.
  2. In the Select Fields window, select the fields that you want to display as columns in the operator's work list.

You can add a maximum of 30 fields.

  1. Click OK.

To remove a field, select the field, and then click Remove

  1. In the Work List Rule Detail window, click Move Up and Move Down to order the fields.
  2. (Optional) In the Change Request ID field, type the ID of the change request (up to 30 characters).
  3. (Optional) In the Memo field, type the reason for creating the rule (up to 60 characters).
  4. Click Save.

XTRAC saves the rule, numbers it, and appends it to the bottom of the list on the Work List Rule Summary window.

  1. Specify the order that XTRAC executes the rules in.

See Ordering Rules

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