Adding workunit variables as columns in an Inbasket list

In Infor Process Automation a process contains workunit variables that are considered key field or important information. The process key field feature lets you make use of that information for customizing Inbaskets and for reporting.

You can make use of this information by adding it to the database of information associated with workunits for a process.

Adding key fields to the database

Process Key Fields consist of three main parts:

  • Name

    Identifies the workunit variables of interest for a given process.

  • Values

    Stored in workunit variable records. The value of these workunit variables are typically set by the application before the workunit begins executing. They can also be manually created or updated by processes making Landmark calls. PfiWorkunitVariable is the business class that would need to be accessed.

  • A set of derived fields on the PfiWorkunit business class

    These derived fields have been added to make it easy to access the process key field names and values when performing activities like customizing the IPA Inbasket. They are also included in the new Process Report and Task Report.

    The names of the derived fields are KeyField1Name and KeyField1Value through KeyField10Name and KeyField10Value.

The process key fields are stored on Process Definition records, in the Variable Names tab.

For example, for a process named Hardware Request, the Process Key Field names might be ItemCost and ItemDescription. The value of these workunit variables are typically set by the application before the workunit begins executing.

Using process key fields in Inbasket displays

From the list of work items for a process, use Options > Personalize to select items on the work items list.

In the example, the following fields were added:

  • PfiWorkunit.KeyField1Name

  • PfiWorkunit.KeyField1Value

  • PfiWorkunit.KeyField2Name

  • PfiWorkunit.KeyField2Value

Process key fields in reporting

When process or task report data is exported in CSV format, the process key field names and values are included, so that useful reports and charts can be easily generated in tools such as Microsoft Excel.