Workflow Queue Filter Portlet - StatusView - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

StatusView

Platform
OnBase
Product
StatusView
Release
Foundation 22.1
License
Standard
Essential
Premier
Note:

This portlet requires a Business Activity Monitoring license. In addition, users must be granted appropriate rights to life cycles and queues.

  1. Select the life cycle from the Life Cycle drop-down list.
  2. Select the queue you want summarized from the Queues drop-down list.
  3. Select how you want the information to be grouped in the Group By drop-down:
    • Entry Date groups documents by the date they entered the queue. Time of entry is not reflected; if all documents entered the queue on the same date but at different times, all documents are grouped together.

    • Assigned To groups documents according to the user they are assigned to. This option is useful for load-balanced queues.

    • Keyword Type groups documents that have the same value for a selected Keyword Type. After selecting this option, select the Keyword Type to group by from the drop-down list.

    Note:

    If there are multiple instances of a Keyword Type on the documents, there may be multiples instances of the same value in the results.

    Note:

    You cannot group by Keyword Types that have a Floating Point data type.

  4. Select the information to be totaled for each group in the Total By drop-down. Groups are determined by the option selected in the previous step.
    • Document Count totals the number of documents in each group.

    • Keyword Sum totals a Keyword Type's combined value for all documents in the queue. After selecting Keyword Sum, select the Keyword Type you want totaled from the drop-down list.

      For example, if Amount is selected, the Amount values on all documents in a group are added together. The portlet will display the Keyword Type and combined value from all documents in the queue.

    Note:

    Alphanumeric, Currency, and Numeric data type Keyword Types are supported for the Keyword Sum option. If you use an Alphanumeric Keyword Type, the values must consist of all numbers. This option does not support Specific Currency, Date, Date/Time, or Floating Point data type Keyword Types. Keyword Types that have the Numeric 20 data type may not be displayed correctly if they are greater than 9999999999999999999.

  5. Select a Chart Type.
    • Bar Chart displays the information in a horizontal bar graph.

    • Pie Chart displays the information in a pie graph.

    • Column Chart displays the information in a vertical bar graph.

      Note:

      Colors displayed in charts are assigned each time the portlet is refreshed in the client and cannot be permanently assigned.

  6. To include a legend describing the chart, select Show Legend.
  7. To display labels on the chart, select Show Labels.
    If neither Show Legend nor Show Labels is selected, users will be unable to read the chart.
  8. Click Save.