Search, display, manage and update workitems

Search for workitems

• Search for a specific workitem by entering its ID in the Query field at the top of the Workitems tab and clicking return.
• Search for any list of tasks by entering a text string in the Query field and clicking return.
• Search using Elasticsearch query syntax described here. (Vendor document).

Search by Category

Select a Category on the collapsible Categories tab to quickly display all workitems in that Category only.

Search with predefined queries

Use a predefined query on the collapsible Queries tab to quickly display specific lists of workitems. If you have a Category selected, only workitems in that Category are displayed.

Search by time interval

Use the time interval button (which shows the currently displayed time interval) to display either:

• Quick search using predefined time ranges
• Absolute date/time ranges for customized time intervals

If you have a Category selected, only workitems in that Category are displayed.

Display and update workitem attributes

For individual workitems
Select a task and/or click one of its attributes to display all its attributes.

You can toggle the display of specific fields in the summary display by clicking the symbols indicated.

To update the attribute values of a workitem, click the value you want to change, add the new value, then click the Update button. System properties of the workitem are protected, so you can't update them.

You can add an attribute to the display by clicking Add attribute... at the bottom of the first panel of attributes.

You can also search for other workitems corresponding to a specific attribute value by clicking on the search symbol next to the attribute.

For multiple workitems
To make an identical value change to one or more attributes of multiple workitems, select the workitems by checking their checkboxes or by filtering workitems using a search query, click the value you want to change, add the new value(s), then click the Bulk Update button.

System properties of the workitem are protected, so you can't update them.

Manage workitems

Use the control buttons at the top of the Workitems window to do the following to either individual or multiple workitems:

• Activate workitem(s)—Select a workitem(s) that has been assigned an activation date in the future, and click Activate to activate it immediately.
• Hold workitem(s)—Select a workitem(s) and click Hold. Held workitems can't be reprioritized or distributed, but you can cancel, restart or resume them.
• Resume workitem(s)—Select a held workitem(s) and click Resume to resume processing. You can only resume held workitems.
• Cancel workitem(s)—Select a workitem(s) and click Cancel to permanently cancel it. You can't cancel a workitem if it's been completed, canceled, or rejected. But you can cancel a workitem that has already been assigned to an agent.
• Restart workitem(s)—Select a workitem(s) to send it back to the beginning of the process, where it will be treated as if it was new.

Any action can be applied to one or many individually selected items (checked in the table) or to all the items that satisfy the current query, including time frame and any applied Category filter.