Creating and Using Worklist Feeds

This chapter provides an overview of worklist feeds and discusses how to:

• Publish worklist feeds

• Use worklist feeds

• Manage worklist feeds

Understanding Worklist Feeds

Worklist feeds provide the ability to publish a user's worklist as a feed in real time. By using worklist feeds, the worklist items can be available from systems other than the system that originated the entries without copying the data. Worklist feeds use the Feed Publishing Framework for delivering feeds. PeopleTools delivers the WORKLIST feed data type to publish worklist feeds.

Worklist feeds are real-time feeds. The feed is generated in the security context of the signed on user and it reflects the user’s current worklist items. It does not show worked items.

Worklist Feed Additional Configuration

In addition to all configuration steps for other feeds, worklist feeds require an additional step.

The node that contains the Worklist and Worklist Details pages should have Content URI Text and Portal URI Text defined. This text will be used for generating the worklist item URLs. To find the node name, navigate to the Worklist and Worklist Details pages and look at the URL. It will be as follows:

http://machine:port/psp/ps/EMPLOYEE/PT_LOCAL/w/WORKLIST?ICAction=ICViewWorklist&Menu=Worklist&Market=GBL&PanelGroupName=WORKLIST.

In the previous URL, PT_LOCAL is the node, therefore, you should define the Content URI Text and the Portal URI Text for the PT_LOCAL node so that worklist feeds point to the correct worklist items.

WORKLIST Feed Data Type

PeopleSoft Feed Publishing Framework delivers the WORKLIST feed data type for worklist feeds.

To access the Define Feed Data Types page, select PeopleTools, Feeds, Define Feed Data Types (PTFP_DATATYPE).

The only values that should be changed for the WORKLIST data type are the Default Feed Properties.

Not all readers display all properties. The default feed properties that some feed readers process and display are described below.

Note. These default properties are for all worklist feeds. You may change any of these default properties at the individual feed level.

Publishing Worklist Feeds

This section provides an overview of the steps used to publish a worklist feed and discusses how to:

• Define worklist feeds.

• Define worklist advanced feed options.

Understanding the Steps to Publish a Worklist Feed

Any user with the role PeopleSoft Administrator will be able to publish worklist feeds from either the Worklist or Worklist Details pages.

Access the Worklist page (select Worklist, Worklist).

To publish a Worklist Feed:

1. Click the Publish as Feed link.

2. Enter a Feed Title and description.

3. Enter any overrides necessary for Additional Feed Properties and Contributors.

4. Click the Advanced Options link.

5. Enter the worklist parameters and values for the feed.

6. Click OK.

7. Click Publish.

Defining Worklist Feeds

Access the Publish Feed Definition (PTFP_PUB_AS_FEED) page from either the Worklist or Worklist Details pages by clicking the Publish as Feed link.

In Additional Feed Properties, enter feed properties that will override the properties set on the Data Feed Type page. You can also add contributors.

Feed Properties

Defining Worklist Advanced Feed Options

Access the Worklist Advanced Feed Options (WL_PUB_AS_ADVOPT) page (click the Advanced Options link on the Worklist Publish as Feed page).

Use this page to determine which worklists are published as feeds.

Worklist Feed Parameters

This table lists worklist feed parameters and their values and data source property:

Note. The Priority field denotes the priority that the user, that is the receiver of the notification, has assigned to the worklist item in the Worklist page and not the priority with which the worklist item was created.

When you specify multiple feed parameters, similar parameters use OR, while distinct parameters use AND in the WHERE clause. For example, if the parameters were defined as shown in this table:

Then the WHERE clause for the SQL statement generated for parameters shown in the preceding table is: WHERE (BUSPROCNAME=’Administer Workflow’) AND (ACTIVITYNAME =’Send Note’) AND (EVENTNAME=’Worklist Note’) AND (WORKLISTNAME=’Worklist Note’) AND (WL_PRIORITY=’1’) AND ((INSTSTATUS=0) OR (INSTSTATUS=1)) AND (TIMEDOUT=0) AND((ORIGINATORID=’PSADMIN’) OR (ORIGINATORID=’PTSECADM’))

This table describes how the system maps the feed properties to Atom 1.0 data source values:

Note. INSTAVAILABLEDTTM is the time at which the worklist item was created.

LASTUPDDTTM is the time at which the worklist item was last updated or selected.

Using Worklist Feeds

Worklist feeds are secured by user ID. The worklist user must have access to the service operation PTFP_FEED. This access is included in the permission list PTPT1000, which is in the role PeopleSoft User. When a user is signed on to PeopleSoft Pure Internet Architecture, the user can view the feeds by selecting any of the following navigation paths:

• Select Worklist from the Navigation Bar.

  Click the Feeds link and select the desired worklist feed.

• Select Worklist, Worklist.

  Click the Feeds link and select the desired worklist feed.

• Select Worklist, Worklist Details.

  Click the Feeds link and select the desired worklist feed.

• Select My Feeds.

  Enter search criteria and click Search.

  Select the desired worklist feed.

This example shows a Worklist Notification on the Feeds page:

When you click the Worklist item, the appropriate page will appear.

You can subscribe to the feed and select the desired feed reader to use.

When you select a worklist item from a feed reader outside of the PeopleSoft system, the PeopleSoft sign-on screen will appear. Sign into the PeopleSoft system to view and work the worklist item.

Managing Worklist Feeds

Access the Publish as Feed (PTFP_PUB_AS_LIST) page (click the Publish as Feed link from the Worklist page).

All of the published worklist feed definitions will appear. From this page, you can edit, delete, or add worklist feeds.