About Creating a Custom Task Inbox

When you create a task in Software AG Designer, you can choose to include several default user interface portlet views. In addition, you can further expand your interface modification options by choosing to expose additional portlets by selecting the Customizable check box when you create the task type in the Task wizard. For more information, see Creating a New Task with the Task Wizard and About Customizable Task Portlets.

You can customize these views by removing existing interface components or by adding specific business date from within the task. The default portlet views include:

Task View Portlet—This view displays the task details when the user opens the task (for example, from the My Inbox page or the Task List Management page). For example, you can customize this view to include any of the business data elements within the task, or the ability to attach and view documents, or to type comments about the task.

Task Inbox Bar Portlet—This view defines the search parameters available to the user. You can customize this view to add the ability to search tasks in this inbox using any of the business data elements contained within the task.

Task Inbox Results Portlet—This view displays the results of the task inbox search action. For example, you can customize this view to add columns that display specific business data from within the task.

Note:
If you plan to use the Task Inbox Results Portlet to implement searches of task types that contain indexed business data fields, you must manually modify the .java file for the Task Inbox Results default view. For more information, see Searching Indexed Data in a Custom Task Inbox.

Task Start Portlet—This view is seen by run-time users who have task administration privileges to start a new task. You can customize this view to include any of the business data elements within the task.

You also have the option of creating a completely new portlet, as described in Accessing the New Portlet Wizard, and adding to it a new portlet view, as described in Accessing the New Portlet View Wizard. If you have already created the portlet but want to replace, rather than modify, the existing portlet view, you can do that as well. In either case, you can populate the new view with whatever controls and task business data you want to make available to the run-time user.