Inbox

There are two types of inboxes, seed item and handover item.

Seed Item

How to configure a seed item in a workflow:

Connect a table or machine step with a data arrow to the start step.

Click on the start step and configure:

• Seed table: Choose a table

• Table key: Choose a column (from the data source)

How to configure seed item in an inbox:

Click on "+" and choose Seed Item and then select your workflow in the server content.

Step to select a seed item to the inbox

Example how Seed Item is set up in the inbox

How to configure inboxes:

• Title: The title is displayed on the inbox item.

• Description: The description is displayed under the title text on the inbox.

• Item Title: The title is displayed on the inbox item after clicking on the inbox.

• Description: The description is displayed under the title text after clicking on the inbox.

• Filter: Displays items after entered filter.

• Calendar: Displays items on a specific date in the calendar tab in the inbox.

• Favorite: Displays items under the favorite tab in the inbox.

• Priority: Displays items under the priority tab in the inbox.

Example how an inbox with seed items can look in Universal Windows Client

Handover Item

A handover is made when a workflow crosses a swimlane, then the task will be handed over to a new Flow user to continue the work. To make the task available for the next user an inbox must be created.

Inbox content

The inbox contains handover items in status Available. Once an item has been started, the status changes to Ongoing and will not remain in the inbox even if the user did not finalize the workflow.

It is possible to configure the inbox to show both Available and Ongoing items by editing the Web.config file located in the Flow Server installation directory. In the appSettings section of this file, locate or add the following configuration value:

allowReopeningOfInboxTasks - Set to true if items in status Available and Ongoing are to show in the inbox

<add key="allowReopeningOfInboxTasks" value="true"/>

It's important to note that Ongoing items will start from the beginning of the workflow regardless of where the user was when the item was stopped. It is therefore prudent to put any machine steps that updates connecting systems at the end of the workflow.

It is also important to check and and remove any already existing items in status Ongoing before activating the allowReopeningOfInboxTasks, see Tasks.

Important to consider before activating allowReopeningOfInboxTasks:

• Ongoing items will restart from the beginning - put updates at the of the workflow.

• Clean up existing Ongoing items before activating

How to configure handover item in an inbox:

Click on + and choose Handover Item and then select a workflow from the server content.

Step to select a handover item to the inbox

Create Public variables and use them to configure the handover transaction to be based on the information collected in the workflow.

How to configure inboxes:

• Title: The title is displayed on the inbox item.

• Description: The description is displayed under the title text on the inbox.

• Item Title: The title is displayed on the inbox item after clicking on the inbox.

• Description: The description is displayed under the title text after clicking on the inbox.

• Filter: Displays items after entered filter.

• Calendar: Displays items on a specific date in the calendar tab in the inbox.

• Favorite: Displays items under the favorite tab in the inbox.

• Priority: Displays items under the priority tab in the inbox.