Add filter attributes
Filter attributes are mapped to Control Tower custom attributes with the help of the Workspace preview feature.
Filter attributes are mapped to Control Tower custom attributes with the help of the Workspace preview feature.
In Workspace, each hit operates as a separate item and has a title (name).
The Data Store module is a web interface for managing database (DB) tables in the Work.AI platform. A field scheme defines the Data Store table structure and column data format.
An access control list (ACL) is a list that shows which users can see certain items and what they can do with them. For Workspace, ACL is used to control access, with each assignment having an owner and its own ACL restrictions.
In Workspace, you can search for assignments using various business attributes. See the general flow below:
By default, WorkFusion security blocks all Data Store (DS) API calls from Manual Tasks, except Allowed Data Store Queries. Therefore, if you develop a custom Manual Task that uses DS API calls from JavaScript, you must create such allowed queries.
When adding or editing an Answer, you must set an Answer Type. The parameter defines the type and format of the input field.
In Workspace, you can assign tasks to an individual user or a user group.
The article is a runbook that describes how to create complex custom configurations for Manual Tasks in MT Designer and how to resolve related issues. Before proceeding, review the instructions for simpler use cases in Design Manual Task forms.
Sensitive customer information is protected by encryption at the Data Store level. However, the same data is used in Manual Tasks, namely, in Worker answers from Workspace, thus persisting in system tables without encryption.
To get a correct link to a specified list of filtered assignments, follow the steps:
The qualification mechanism is no longer available for access control purposes and is replaced by a new user management approach. However, to support training before employees begin performing actual tasks, WorkFusion provides a special Qualification Business Process (BP), which you can deploy and configure as described below.
To access any Workspace functionality, each user must have a role and permissions assigned to them.
The guide explains how to add a Manual Task to a Business Process based on ODF 2. When working with Manual Tasks, consider the following aspects:
The Work.AI platform no longer supports qualifications. Instead, Workspace employs an approach to managing user permissions and restrictions, where:
A multi-document Manual Task enables automation for the cases when you process multiple documents as a part of a single transaction or in a batch, both manually and using machine learning. The instruction describes the ODF 2 built-in API to prepare and process data for multi-document Manual Tasks.
To configure assignment priority, add the \_sys_mt_hit_priority column to the Manual Task input data. The column value is used as an assignment priority. It must be within the range of 1 to 100.
Workspace enables sorting of Manual Tasks by date created and due date. However, sorting by these fields does not guarantee proper task order within the same process run. To ensure consistent ordering, the FIFO mechanism is used.
You can start a Business Process (BP) from a Manual Task. Below are some code samples of how you can perform various operations with it.
API
Problem context