Creating a New Box Profile - EnterWorks_Process_Exchange_(EPX) - 10.5

EnterWorks EPX Process Modeling

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks EPX Process Modeling
Topic type
Administration
Configuration
First publish date
2007
ft:lastEdition
2023-07-28
ft:lastPublication
2023-09-20T03:37:01.911821

To begin creating a new Box Profile:

  1. In the Navigator pane, right-click the Box Profiles folder, and then click New... in the shortcut menu.

  2. The Box Profile editor opens to the General tab. Type a name for the Box Profile in the Name box and a description (optional) in the Description box.

  3. Click the Details tab. In all Box Profiles, TaskManager users have the ability to click the column header of a system attribute column to re-sort the Box Profile view on that column. You can also grant TaskManager users the ability to sort Box Profiles on work item property columns in the same fashion. To give TaskManager users this ability, select the Allow sort on work item property column’s check box.

Note: To prevent excessively lengthy sort times, and to avoid slowing the overall response time of the TaskManager server, an adjustable limit is placed on the number of work item versions that can be sorted on a work item property column. By default, this limit is 1,000 work item versions, and it is defined in the <EPX>\bin\config.properties file, in the line:

worklist.box.propertySortBoxSize=1000

If a TaskManager user attempts to sort work item versions on a work item property column, and the mailbox contains more work item versions than the defined limit, then an error will be returned, stating, “Sort on a property column failed because the number of rows in this box is greater than the system defined limit of {0}.” where {0} is the value of worklist.box.propertySortBoxSize.

  1. Click the Inbox tab. On this tab you will determine which columns appear when using this Box Profile in TaskManager. You will also determine the order in which the columns appear, and the default order in which the columns are sorted. The columns included in the Box Profile can come from either system attributes or from work item properties.

To add a system attribute to the Box Profile, right-click in the Columns table, and then click Add system attribute... in the shortcut menu to open the System Attribute Column dialog.

  1. In the Name list, click the name of the system attribute you want to add to the Box Profile. A default display name for that attribute appears in the Display Name box. This is the name that will appear at the top of the column when the Box Profile is viewed in TaskManager. You can edit this name if you want.

By default, the Enabled check box is selected, meaning that this column is currently set to be displayed in the Box Profile. The Enabled check box can be cleared to disable the column, so that if needed, the column can be temporarily hidden in the Box Profile without the column’s settings having to be deleted.

Every Box Profile must have a column designated as the default sort column. When the Box Profile is viewed, the default sort column determines how the Box Profile sorts the data. To designate the current column as the default sort column, select the Default Sort check box. Note that if you have already designated another column as the default sort column, that previous designation will be overridden, as only one column can be the default.

Finish configuring the display of the system attribute by clicking the appropriate default sort order in the Default Sort Order list. The sort order can be either ascending or descending. When you have finished configuring the system attribute, click OK. The system attribute and the settings you configured are added to the Columns table.

  1. To add a work item property to the Box Profile, right-click in the Columns table, and then click Add work item property... in the shortcut menu to open the Work Item Property Column dialog. In the Name box, type the name of the work item property that you want to add to the Box Profile. You must type the name exactly as it is identified in EPX. If necessary, refer to the Work Item Types tab in a flow where the property is used, and locate the property in the Work Item Type Instances table, beneath the Name column, to find the property’s exact name. (If you do not type the name exactly, the property’s column in the Box Profile in Task Manager will contain only null values.)

Next, in the Display Name box, type a display name for the column, to determine what the column will be called in the Box Profile as viewed in TaskManager. Configure the Enabled and Default Sort check boxes as necessary, and click a sort order in the Default Sort Order list, following the same criteria outlined for system attributes in the previous step.

When you have finished, click OK to add the work item property to the Columns table.

  1. Continue adding system attributes and work item properties to the Box Profile as needed. When all necessary attributes and properties have been added, you can arrange the left-to-right sequence in which the Box Profile columns will be displayed in TaskManager. To do this, right-click in the Columns table, and then click Order Columns in the shortcut menu to open the Order Columns dialog.

To change an attribute or property’s position in the column sequence, click the name of the attribute or property in the list presented, and then click either the Up or Down button as many times as necessary to move the name to the appropriate position in the list. Continue rearranging the names this way until they are in the appropriate order, and then click OK. The Order Columns dialog closes, and the attribute and property sequence numbers in the Seq. No. column change to reflect the new sequence you arranged.

Note: Click on any column header in the Columns table to sort the table on that header. The Name and Display Name columns are sorted alphabetically by case.

  1. With all of the necessary Box Profile columns listed in the Columns table, you have an overview of the columns that will be seen when the Box Profile is viewed in TaskManager.

To quickly enable or disable a column, select or clear its Enabled check box. To select a different column to be used as the default sort column in the Box Profile, select the Default Sort option for that column.

To edit the sort order, name, or display name of a Box Profile column, right-click that column’s row in the Columns table, and then click Open... in the shortcut menu.

To delete a Box Profile column from the Columns table, right-click the appropriate row, and then click Delete in the shortcut menu. You will be prompted to confirm that you want to delete the selected Box Profile column.

  1. Click the Sentbox tab. On this tab you will determine which columns appear when using this Box Profile in TaskManager. You will also determine the order in which the columns appear, and the default order in which the columns are sorted. The columns included in the Box Profile can come from either system attributes or from work item properties.

Follow steps 5-8 to edit your Sentbox profile.

  1. Click the Draftbox tab. On this tab you will determine which columns appear when using this Box Profile in TaskManager. You will also determine the order in which the columns appear, and the default order in which the columns are sorted. The columns included in the Box Profile can come from either system attributes or from work item properties.

Follow steps 5-8 to edit your Draftbox profile.

  1. When you have finished configuring the Box Profile’s columns, click the Process Flow tab. On this tab you will select the process flows to which this Box Profile will be assigned.

A particular Box Profile can be viewed in TaskManager only if that Box Profile has been assigned to the same process flow that is currently being viewed in TaskManager. For example, if a particular Box Profile has only been assigned to Process Flow A, and the work item version currently being viewed in TaskManager is from Process Flow B, then that particular Box Profile will not be available.

To assign the Box Profile you are creating to one or more flows, right-click in the process flow table, and then click Add in the shortcut menu.

The Process Flow selection dialog appears. Click the names of the process flow or flows to which the Box Profile should be assigned, and then click OK.

The Locate Users prompt appears, asking if you would like to automatically add all participants in the selected process flows to the actor list for the Box Profile. To have EPX perform this time- saving step for you, click Yes. Otherwise, click No.

The process flow or flows that you selected are added to the Process Flow tab, and the Enabled check box is automatically selected for each process flow that was added. To temporarily disable the Box Profile for a particular process flow, simply clear the Enabled check box next to that process flow’s name.

To remove a process flow from the Process Flow tab, right-click the name of that process flow, and then click Delete in the shortcut menu.

  1. After selecting the process flows to which the Box Profile should be assigned, click the Actor tab to make the Box Profile available to the users who will need to use it. If, when selecting process flows on the Process Flow tab, you clicked Yes at the Locate Users prompt, then the names of all participants in those flows appear in the actors table. By default, the Enabled check box next to each participant’s name is selected. If any participant listed here should not be able to view the Box Profile you are creating, you can hide the Box Profile from the participant by clearing the check box next to the participant’s name.

A participant can be removed from the actors table completely. To do this, right-click on the participant’s row, and then then click Delete in the shortcut menu.

To assign the Box Profile to a participant who is not currently listed in the actors table, right-click in the table, and then click Add in the shortcut menu.

In the Actor selection dialog, click the name or names of the participants who should be added, and then click OK. The actor is added to the actors table.

Note: If a new participant is added to a process flow after a Box Profile has already been assigned to that process flow, then the new participant must be added to the actors table manually in order to be assigned the Box Profile.

  1. To configure security settings for the Box Profile, click the Security tab. For instructions on configuring this tab, see Security Tab.

  2. When you have finished configuring the Box Profile, click OK.