Workflow allows for users to individually configure certain aspects of the system. You should be able to access the User Preferences from the Main portal page:
After clicking the link you should be taken to Workflow Preferences screen:
There are three configuration sections on this screen:
Note
Many of these preferences can have their system wide default values changed via configuration parameters. Look in the KEW technical documentation for information on how to override the default values.
Table 3.6. User Preferences Attributes
| Name | Default Value | Description |
|---|---|---|
| Automatic Refresh Rate | 15 | How often your action list updates (minutes). |
| Action List Page Size | 10 | # of actions displayed on action list |
| Email Notification | Immediate | When action items emails should be sent. Can be none, immediate, daily, weekly |
| Receive Primary Delegation Emails | True | User will receive primary delegate emails |
| Receive Secondary Delegation Emails | False | User will receive secondary delegate emails |
| Delegator Filter | Secondary Delegators on Action List Page | Determines what is displayed on the action list page. Options:
|
| Primary Delegate Filter | Primary Delegators on Action List Page | Determines what is displayed on the action list page. Options:
|
These are the columns that will be displayed on the user’s action list page.
Table 3.7. User Preferences: Fields Displayed Attributes
| Name | Default Value |
|---|---|
| Document Type | TRUE |
| Title | TRUE |
| ActionRequested | TRUE |
| Initiator | TRUE |
| Delegator | TRUE |
| Date Created | TRUE |
| Date Approved | FALSE |
| Current Route Node(s) | FALSE |
| Workgroup Request | TRUE |
| Document Route Status | TRUE |
| Application Document Status | FALSE |
| Clear FYI | TRUE |
| Use Outbox | TRUE |