Adding a New Column to the InBasket

The InBasket Task is a Poly Source Item. To add a new column or a new property to any of the Poly Source Items, you need to add the column or the property to all the other Poly Source Items as well as to the InBasket Task Item.
Adding a new column to the InBasket involves five main procedures, which are described in the following sections.
Let us consider the example of adding a column named Agenda to the newly created Meeting ItemType.

1. Log on to Aras Innovator with administrative privileges.
2. Navigate to Administration --> ItemTypes.

3. Search for the newly created InBasket ItemType in the search grid. Select the Item and open for editing.
   In our example, we have created the Meeting ItemType. Let us open the Meeting ItemType for editing. The Item window appears.

   

   

   Figure 11.
   

4. Click to unlock the ItemType.
5. In the Properties tab, click to create a new property. A blank row is added in the relationship grid.
6. Provide the required information for the property. In our example, we add the details for Agenda column.
   
   • Name: agenda
   • Label: Agenda
   • Data Type: Text

7. Click and .

1. Log on to Aras Innovator with administrative privileges.
2. Navigate to Administration --> ItemTypes.
3. From the grid, search for InBasket Task Item and open the Item for editing.

4. Click the Poly Sources tab.
   The Poly Source Items appear.

   

   

   Figure 12.

   You need to edit and add the property to each of the Poly Source Items. Start with the Workflow Task Item.

5. Right-click on the Workflow Task, click Open. The Workflow Task Item window appears.

   

   

6. Click to unlock the Workflow Task Item for editing.

7. In the Properties tab, click to create a new property.

   A blank row is added in the relationship grid.

8. Provide the required information for the property. Here we add the details for Agenda column.
   
   • Name: agenda
   • Label: Agenda
   • Data Type: Text

9. Click Save, Unlock and Close on the Workflow Task Item window.
10. Repeat step 5 to step 9 for Meeting Task.
11. Close the InBasket Task Item window.

1. Log on to Aras Innovator with administrative privileges.

2. Navigate to Administration --> SQLs.
3. Search for the Drop SQL View that we created for the new ItemType.

In our example, we created Meeting_Task_Step1_Drop SQL Vie

w. For more information, refer to section SQL Table and View Execution

4. Select Meeting_Task_Step1_Dropin the search grid, right-click and select SQL Execute from the context menu.
5. Search for the Create Temp SQL View that we created for the new ItemType.
   In our example, we created Meeting_Task_Step02_Create_Temp_view. For more information, refer to section SQL Table and View Execution
6. Select Meeting_Task_Step02_Create_Temp_viewin the search grid, right-click and select Edit from the context menu.
   The SQL Meeting_Task_Step02_Create_Temp_viewwindow is displayed.

7. Add the following line to the SQL field. MEETING_TASK.Agenda AS AGENDA

   

   

   Figure 14.

8. Click and to save and unlock the SQL Item.
9. Click Actions --> SQL Execute in the SQL window and then close the SQL window.
10. Search for the Rename SQL View that we created for the new ItemType. In our example, we created Meeting_Task_Step03_Rename_View. For more information, refer to section SQL Table and View Execution
11. Select Meeting_Task_Step03_Rename_View
    in the search grid, use right mouse button (right-click) and select SQL Execute from the context menu.

1. Log on to Aras Innovator with administrative privileges.
2. Navigate to Administration --> SQLs.
3. Rebuild SQL view for Workflow Item Task.
   
   1. From the search grid, search Workflow_Task_Step01_Drop.
   2. Select Workflow_Task_Step01_Drop
      in the search grid, right-click and select SQL Execute from the context menu.
   3. From the search grid, open Workflow_Task_Step02_Create_Tmp_View.
   4. Click to edit the Workflow_Task_Step02_Create_Tmp_View.

   5. In SQL field, add the following line: CONVERT(NVARCHAR(128), NULL) AS AGENDA,

      

      

      Figure 15.

   6. Click and to save and unlock the SQL Item.
   7. Click SQL Execute from the Actions menu.
   8. Close the window.
   9. From the search grid, search Workflow_Task_Step03_Rename_View .
   10. Select Workflow_Task_Step03_Rename_Viewin the search grid, use the right mouse button (right-click) and select SQL Execute from the context menu.

1. Log on to Aras Innovator with administrative privileges.

2. Navigate to Administration --> ItemType.

3. From the grid, search for Workflow Task Item and click .

4. Save, unlock, and close the Workflow Task Item.
5. Repeat steps 3 and 4 for the Meeting Task Item.

6. From the grid, search for InBasket Task Item and click .

7. In the Properties tab, click to create a new property.

   A blank row is added in the relationship grid.

8. Provide the required information for the property. In our example, we add the details for Agenda column.
   
   • Name: agenda
   • Label: Agenda
   • Data Type: Text

   

   

   Figure 16.

9. Click Save, Unlock and Close in the InBasket Task Item window.

1. Log on to Aras Innovator with administrative privileges.
2. Navigate to My Innovator --> My InBasket.

The InBasket search grid displays the newly added column. In our example, we can now see the newly added column Agenda […].

Figure 17.