You can add, move, or remove work items from a queue from within Studio Configuration.
Adding or moving work items is only supported if both the source and destination queues are configured to contain the same types of work items.
If an item has any child work items, that item cannot be moved.
To add or move work items, in the Repositories pane within the Workflow tab, select a life cycle or queue, right-click and select Add/Move Work Items. The Add/Move Work Items Wizard is displayed.
To add work items:
- Select Add.
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From the Life Cycle drop-down, select the life cycle.
From the Queue drop-down, select the queue that contains the items you will be adding to another queue. Click Next.
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From the Life Cycle drop-down, select the life cycle.
From the Queue drop-down, select the queue to which you will be adding the items. Click Next.
- If the source and destination queues are both configured for load balancing, How should the load balancing assignments be handled? is displayed. If the queues are not configured for load balancing, skip to step 6.
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Select New Assignments if the destination queue will determine the load balancing assignments.
Select Copy Assignments if the load balancing assignments from the source queue will be kept.
Select Unassigned if the work items in the destination queue should not be assigned to anyone.
- If the source and destination life cycles are both Unity life cycles and have been configured for ownership, How should work items owned by users be handled? is displayed. If the life cycles are not Unity life cycles and not configured for ownership, skip to step 8.
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Select Remove Ownership if the work items in the destination queue will not be owned by anyone.
Select Copy Ownership if the owner of the work item should keep ownership of the work item in the destination queue.
Note:If the user with ownership does not have ownership rights in the new queue, even if Copy Ownership is selected the work items will not be owned by anyone.
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How should the items be added? is displayed. Select the following options:
Select Execute System Work if the work items should execute system work once they have moved to the destination queue.
Note:Any user interaction from actions or rules in system work is not supported.
Select Items should have same entry to queue date in the destination queue if the work items should keep the entry date from the source queue. Otherwise they will have the entry date of when they entered the destination queue.
Select Include Persistent Properties if the properties associated with the work items should persist with them from the source queue into the destination queue.
Click Next.
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The Summary is displayed. Review the details to determine if modifications are needed. If modifications are needed, click Previous to return to the previous screen.
Select Display Verification Report to display a report detailing the results.
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Once satisfied with the settings, click Finish to execute the action.
Click Cancel to close the wizard without making any changes to the system.
To move work items:
- Select Move.
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From the Life Cycle drop-down, select the life cycle.
From the Queue drop-down, select the queue that contains the items you will be adding to another queue. Click Next.
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From the Life Cycle drop-down, select the life cycle.
From the Queue drop-down, select the queue to which you will be adding the items. Click Next.
- If the source and destination queues are both configured for load balancing, How should the load balancing assignments be handled? is displayed. If the queues are not configured for load balancing, skip to step 6.
-
Select New Assignments if the destination queue will determine the load balancing assignments.
Select Copy Assignments if the load balancing assignments from the source queue will be kept.
Select Unassigned if the work items in the destination queue should not be assigned to anyone.
- If the source and destination life cycles are both Unity life cycles and have been configured for ownership, How should work items owned by users be handled? is displayed. If the life cycles are not Unity life cycles and not configured for ownership, skip to step 8.
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Select Remove Ownership if the work items in the destination queue will not be owned by anyone.
Select Copy Ownership if the owner of the work item
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How should the items be added? is displayed. Select the following options:
Select Execute System Work if the work items should execute system work once they have moved to the destination queue.
Note:Any user interaction from actions or rules in system work is not supported.
Select Items should have same entry to queue date in the destination queue if the work items should keep the entry date from the source queue. Otherwise they will have the entry date of when they entered the destination queue.
Select Include Persistent Properties if the properties associated with the work items should persist with them from the source queue into the destination queue.
Click Next.
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The Summary is displayed. Review the details to determine if modifications are needed. If modifications are needed, click Previous to return to the previous screen.
Select Display Verification Report to display a report detailing the results.
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Once satisfied with the settings, click Finish to execute the action.
Click Cancel to close the wizard without making any changes to the system.
To remove work items:
Note:Removing work items only removes work items from Workflow, it does not purge or delete items from OnBase.
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In the Repositories pane within the Workflow tab, select a life cycle or queue, right-click and select Remove Work Items. The Remove Work Items dialog is displayed.
- In the Life Cycle drop-down, select the life cycle.
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In the Queue drop-down, select the particular queue or select <All> to remove all work items from the entire life cycle.
Note:
If you select a particular queue, only the work items in that queue will be removed.
- Select Remove Load Balancing Assignments to remove any load balancing assignments from the work items.
- Select Remove Persistent Properties to remove any properties associated with the work items.
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Click OK to remove the work items.
Click Cancel to close the dialog without removing the work items.