Manage column heading preferences

Column headings appear on various tabs when the processes and tasks are displayed in List view.

You can use the system default column headings or select specific column headings for certain tabs to better suit your needs.

Note: The Start Process tab uses default column headings. You cannot select column headings preferences for the Start Process tab.

Column heading preferences apply to the user currently logged in, and are not shared with other Workspace users.

You select column heading two ways:

  • In Preferences, you can select column headings for the Task (To Do tab), Task by Process (To Do tab), and Tracking (Tracking History and To Do History tab) views.

  • On the To Do, Tracking, and Tracking History tabs, you can add, remove, and order column headings.

Manage column headings in Preferences

Select the default column headings for the Tasks, Tasks by Process, and Tracking views on the Manage Column Headings panel in Preferences.

Note: If you change column heading preferences while viewing processes and tasks in List view, the changes do not take effect until you leave the list and view it again. Also, if a layout is specified in a search template, it overrides your preferences for column headings.

Workspace applies the column heading preferences you select for the Tasks and Tasks by Process views to the To Do tab. However, Workspace applies the column headings you select differently to the To Do tab, depending on the option you select in a user queue list on the To Do tab. You can select either Show All or a process.

When you select Show All in a user queue list on the To Do tab, the column headings you choose for the Task view and the Queue <queue name> view option are applied. If you do not set column headings for the Queue <queue name> view option, the column headings you select for the Task view and Default Options for To Do option are applied.

When you select a process in a user queue list on the To Do tab, the column headings you choose for that process on the Tasks by Process view are applied and shared across all user queues. All user queues on the To Do tab display the same column preferences for that process. If you do not set column headings for a process, the column heading you set for the Default Options for To Do option on the Task by Process view are applied.

Note: Common process variables that are created in Workbench as part of the common variables process are available as column heading choices.

You can restore column heading preferences to the Workspace default settings, by clicking Use System Defaults.

Set column heading preferences for Tasks view

The column heading preferences you set for the Tasks view are applied to user queues on the To Do tab.

The column headings you choose are applied differently to the To Do tab, depending on the option you select in the View Options list.

When you select the Default Options for To Do option, the column heading you choose are applied to the user queues on the To Do tab.

When you select a user queue option, the column headings you choose are applied to that particular user queue on the To Do tab. You can select different column headings for each user queue you select.

Variables are listed as column choices.

  1. Click Preferences.

  2. Click Manage Column Headings.

  3. Under Select View to Manage, click Tasks.

  4. Under View Options, click the arrow button and select either Default Options for To Do or Queue <queue name>.

  5. Under Select Headings, select the check box beside each heading to display in the selected view. Use the scroll bar to see additional headings.

  6. (Optional) Under Order Headings, select headings and click Up or Down to move them to the required positions.

  7. Click Save.

  8. Click Exit Preferences.

Set column heading preferences for Tasks by Process view

The column heading preferences you set for the Task by Process view are applied to the processes selected in the navigation panel on left of the To Do tab.

The column headings you select are applied differently to the To Do tab, depending on the option you select in the View Options list.

When you select the Default Options for To Do option, column heading settings are applied to processes on the To Do tab.

When you select one of the process options, the column heading settings are applied to that process on the To Do tab.

Variables are listed as column choices.

  1. Click Preferences.

  2. Click Manage Column Headings.

  3. Under Select View to Manage, click Tasks by Process.

  4. Under View Options, click the arrow button and select either Default Options for To Do or select one of the processes listed.

  5. Under Select Headings, select the check box beside each heading to display in the selected view. Use the scroll bar to see additional headings.

  6. (Optional) Under Order Headings, select headings and click Up or Down to move them to the required positions.

  7. Click Save.

  8. Click Exit Preferences.

Set column heading preferences for Tracking view

The column heading preferences you set for the Tracking view are applied to the Tracking History tab and the To Do History tab. The column headings you select are applied differently, depending on the option you select in the View Options list.

When you select the Default Options for Tracking option, column heading settings are applied to the processes on the Tracking History tab and the To Do History tab.

When you select one of the process options, the column heading settings are applied to that process on the Tracking History tab and the To Do History tab.

Variables are listed as column headings.

  1. Click Preferences.

  2. Click Manage Column Headings

  3. Under Select View to Manage, click Tracking.

  4. Under View Options, click the arrow button and select either Default Options for Tracking or select one of the processes listed.

  5. Under Select Headings, select the check box beside each heading to display in the selected view. Use the scroll bar to see additional headings.

  6. Optional) Under Order Headings, select headings and click Up or Down to move them to the required positions.

  7. Click Save.

  8. Click Exit Preferences.

Manage column heading preferences on a tab

Use the Manage Column Headings button and dialog box, to add, remove, and order column headings directly on the To Do, To Do History, Tracking, and Tracking History tabs.

Restore column headings to the default settings in Preferences, by clicking Reset Default in the Manage Column Headings dialog box.

When you select Show All, the To Do tab shows common process variables that are not filtered by a process type. You can select common process variables as column headings.

Set column heading preferences on the To Do tab

You can change column heading preferences on the To Do tab, for all processes or for individual processes.

You can display process variables as column headings on the To Do tab.

  1. Click the To Do tab.

  2. Click the List button.

  3. Do one of the following actions:

    • To set column preferences for all processes in a user queue, click the Down Arrow next to the user queue list you want, and select Show All.

    • To set column preferences for a specific process in a user queue, click the Down Arrow next to the user queue list you want, and select the process.

  4. Click the Manage Column Headings button.

  5. In the Manage Column Headings dialog box, select and order column headings as needed.

  6. Click OK.

Set column heading preferences on the To Do History tab

You can change column heading preferences on the To Do History tab, for individual tasks.

Note: When you change column headings on To Do History tab, the same changes are applied to the Tracking History tab.

  1. Click the To Do tab.

  2. Click the Down Arrow next to the user queue list you want, and select the process you want.

  3. In task list, double-click the task you want to set column headings for.

  4. Click the History tab.

  5. Click the Manage Column Headings button.

  6. In the Manage Column Headings dialog box, select and order column headings as needed.

  7. Click OK.

Set column heading preferences on the Tracking tab

You can change column heading preferences on the Tracking tab for individual processes.

You can display process variables and common variables as column headings on Tracking tab.

  1. Click the Tracking tab.

  2. Select a process from the list in the left panel.

  3. Click the Manage Column Headings button.

  4. In the Manage Column Headings dialog box, select and order column headings as needed.

  5. Click OK.

Set column heading preferences on the Tracking History tab

You can change column heading preferences on the Tracking History tab, for individual process instances.

Note: When you change column headings on Tracking History tab, the same changes are applied to the To Do History tab.

  1. Click the Tracking tab.

  2. Select a process from the list in the left panel.

  3. In the list of process instances, double-click the process instance to track.

  4. Click the Manage Column Headings button.

  5. In the Manage Column Headings dialog box, select and order column headings as needed.

  6. Click OK.

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