Design the User Interface > Configuring applications > Configure a grouped tasks layout component
  

Configure a grouped tasks layout component

You can configure a layout for grouped tasks and assign it to user tasks in native workflows. When a reviewer groups tasks by workflow in the task inbox, the tasks appear in that layout.
For more information about assigning a grouped tasks layout to a user task, see Designing a workflow.
    1Click New > User Interface > Component > Create.
    2In the Component Layout dialog box, specify the following details and click OK:
    Field
    Description
    Component Type
    Type of component that you want to create. Select Grouped Tasks Layout.
    Display Name
    Name of the grouped tasks layout component.
    Internal ID
    Unique identifier of the component that's generated based on the display name. You can't change the internal ID after you create the grouped tasks layout component.
    Description
    An optional brief description of the grouped tasks layout component.
    Asset Type
    Type of asset to create the grouped tasks layout component for. The supported asset types are business entity and hierarchy.
    Business Entity or Hierarchy
    Business entity or hierarchy to create the grouped tasks layout component for.
    Location
    Project or folder within which you want to save the grouped tasks layout component.
    3Select each section, configure its details on the Properties tab, and clickApply.
    The following table describes the sections of the layout component:
    Section
    Description
    Facets
    Facetable business entity fields or hierarchy fields and task attributes that you can display in the task inbox.
    Select one of the following options:
    • - All Facetable Fields. All the facetable fields appear in the task inbox. By default, this option is selected.
    • - Selected Facetable Fields. The facetable fields that you select appear in the task inbox.
    Thumbnail
    Displays the thumbnails of digital assets that are images associated with records.
    To configure a thumbnail, perform the following steps:
    1. aEnsure that you configure the URL field for the purpose of previewing content. The URL field needs to be searchable.
    2. bSelect Display thumbnail. The default is the preview field that's set for the business entity when you configure the business application. You can also select a URL field that can access the digital asset to use as a thumbnail.
    3. cIf you use a URL field in a field group, configure rules to identify URL field values in multiple field group entries. You can base the rules on specific searchable field types within the field group, which include text, picklist fields, and URL for preview content. By default, the rules use the equals operator to find matching values. If multiple values match the filter criteria, MDM SaaS uses the first field group entry that's retrieved.
    Title
    Title for the grouped tasks.
    When you configure a grouped tasks layout component for a business entity, you can select a business entity field or task attribute as the title.
    When you configure a grouped tasks layout component for a hierarchy, you can select a hierarchy field or a task attribute as the title.
    Task Attributes
    Task attributes to appear in the task inbox.
    Select one of the following field separators:
    • - Pipe
    • - Comma
    Business Entity Fields
    Searchable and facetable business entity fields or hierarchy fields that appear in the task inbox.
    Select one of the following field separators:
    • - Pipe
    • - Comma
    System Fields
    Searchable and facetable business entity system fields or hierarchy system fields that appear in the task inbox.
    4To check for any errors in the layout, click Validate.
    5Fix any errors, and click Save.