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How users process work from multiple applications

Updated on September 10, 2021


Application users can access work objects created from multiple applications from one worklist.


Suggested Approach

When users log on, Process Commander provides access to their default application. (For details on default applications, see How to provide user access to applications using access groups -- specifying the default access group) From that default application, they can either open work objects from that application, or from other applications to which they have access.

For the below Operator ID, the application that is available when the user logged in is AcmeMortgage.

After users are logged in, they will see one worklist of all their open assignments from all the applications on that system.  (NOTE:  Assignments from applications on a completely different system will not appear.

In the above example, the user’s worklist contains assignments from several applications:

  • AcmeCreditCard
  • AcmeMortgage
  • PerformanceGoals
  • Timesheet

The user may choose any of these assignments to open and process.  If they select an assignments for a work object which was created from the default application, it will open in the main window. 

If the user selects an assignments for a work object which was created from an application other than the default, then that work object opens in a new window, and run on a new thread.  A user may have multiple windows open, each with an work object from a different application:

Users may switch from one open window to another on their desktop, and process multiple items at once.  Process Commander keeps all the relevant application and work object information separate for each window.

As explained above, if the user has opened an assignment created from an application other than the default, it opens in another window on the desktop.  If the user opens additional assignments created in that application, these will open in the same window created for that application.  So if a user’s default application is AcmeMortgage, and they open an assignment from AcmeCreditCard, and then open another assignment from AcmeCreditCard, the system will open the first CreditCard item in a new window, and then replace it with the second CreditCard item.  (If changes were made to the first CreditCard work object , then the user will see the standard prompt saying that navigating away from this page will cause changes to be lost, and asking the user whether they wish to do that.)

If a user wishes to filter their worklist to see the work items from only one application, they can choose that application’s work item type from the Select Work Type dropdown box; the list will then show only the items from that application.  (Note:  Selecting All in the dropdown displays all the assignments from all the applications.)

If a user wishes to create a new work object from an application which is not their default application, they must switch to that application.  By default, the application selector drop-down box is in the upper left corner of the user portal.

When you choose a different application in that dropdown, the new application will replace the one which is currently the “default” on the desktop.  If you look at your profile, it should now reflect the RuleSet list for the just-opened application.  The RuleSets for the newly-opened application will replace the RuleSets for the default application; they will not be added to the prior list.  This prevents RuleSet list order problems if two applications are built on one or more of the same RuleSets.

If you open an application which already has an existing work object open in a separate window , that work object will remain separate from the desktop.  You can either finish processing it in the window, or close it and then open it on the desktop.

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