Routing Views Definition
Routing Views Definition allows for customization of the Worklist Widget and Worklist Item forms to display relevant information in columns of the widget and in the read-only header section of the form. The selections made here determine which fields display and in which order.
Header Field Details
| Label | Notes |
|---|---|
| Order | This is where you designate the order the field displays on the Document Information section on the Worklist Item form. |
| Label | This is where you designate the text that displays for the selected field in the Document Information section on the Worklist Item form. |
| Field | This is where you select the information to include in the Document Information section on the Worklist Item form. |
Header Field Details
| Order | |
|---|---|
| Label | |
| Button Type | |
| Crystal Report | |
| Queue |
Worklist Widget Details
| Order | Determine the order in which the information column displays on the Rule Based Routing widget. |
|---|---|
| Label | Determine the text that displays on the Rule Based Routing widget information column. |
| Column Type |
Standard: This option will enable and require the Standard field, and allow the selection of the pre-defined informational fields to include on the Rule Based Routing widget. User-Defined: This option will enable and require the User-Defined Form and User-Defined Field fields. Using this option will allow information to be pulled from a form configured to work with the Rule Based Routing workflow into the Rule Based Routing widget. |