Configuring preview mode

Preview mode enables you to view and act on work items without opening the full application form. When you click a work item, a preview window is displayed showing key details and actions you can take directly from that work item. You can define up to four labels with their corresponding values and up to two actions, including primary and secondary actions, to display in preview mode.

  1. In the Process Server Administrator, select Configuration > OS > Notification Center Configuration.
  2. Click Create or double-click an existing configuration to modify.
  3. On the Preview tab, specify this information:
    Primary Action
    Specify a primary action to display in the preview mode.
    Secondary Action
    Specify a secondary action to display in the preview mode.
    Note: Adding both primary and secondary actions is optional.
    Label
    Specify a label name of the information to display in the preview mode.
    Value
    Specify the corresponding data variable that defines the value for the label.
    Note: You can specify up to four labels and values.
    Is Variable
    Select this check box to retrieve the value dynamically during run time. You can use any variable that is accessible in the User Action node. If you select this check box, you can specify a simple JavaScript as the value. This example script returns the priority based on the change pay rate:

    ActionPayRatePctChg > 20 ? "High":ActionPayRatePctChg > 10?"Medium":"Low"

    Data Type
    Select the data type of the variable. Data type options include String, Integer, Decimal, Date, Boolean, Time, or Date Time.
  4. Optionally, you can disable the preview mode actions by creating a configuration parameter with these details:
    • Category: ipa
    • Name: disableNotificationCenterPreviewActions
    • Type: Boolean
    • Value: true
  5. Click Save.
    Note: Preview mode actions are not sent to the Notification Center when you use the configuration parameter for all processes, unless you modify processes individually. If you do not set preview actions, a greyed-out Review button is displayed within the work item in the Notification Center. This button indicates that the user must take action on that work item.