Creating InBasket Task ItemType

By default, the configurable InBasket supports Workflow Tasks. However, you can now create and add new Task/Activity ItemTypes to the InBasket Task.
Let us consider an example of creating a Meeting Task ItemType and adding it to the InBasket Task Item. Creating InBasket Task ItemType involves four main procedures. The procedures are described in the following sections.

1. Log on to Aras Innovator with administrative privileges.

2. Select Administration > ItemTypes. The following menu appears:

   

   

   Figure 6.

3. Select Create New ItemType. The ItemType window appears.

Figure 7.

4. Enter Meeting in the Name field and click . In the Properties tab, click the New Property icon and add the Meeting ItemType properties as defined in Table 3.

Table 2: The Meeting ItemType properties

5. In the TOC Access tab, add users (Identities), who should be able to see the ItemType in the TOC Pane so that they can select the Item.
6. In the Can Add tab, add users (Identities), who can add a new Item of this type to the database.
7. In the Permissions tab, add users (Identities) to indicate the access rights to the ItemType.
8. Click the Save and Done buttons to save and unlock.

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

4. In the Poly Sources tab, click to add a new related Item. The Select Items ItemTypes search dialog box appears.

   

   

   Figure 8.

5. Enter Meeting in the Name field to search for the Meeting ItemType. In our example, we create a Meeting Task Item as a related Item with the following properties on the Properties tab

Table 3: The Meeting ItemType properties

6. Add the following forms to the Views tab.

Table 4: The Views tab forms

7. In the TOC Access tab, add users (Identities), who should be able to see the ItemType in the TOC Pane so that they can select the Item.
8. In the Can Add tab, add users (Identities), who can add a new Item of this type to the database.
9. In the Permissions tab, add users (Identities) to indicate the access rights to the ItemType.
10. Click Class Structure. Add a node for Meeting Task.
11. Click Save and Done to save and unlock the ItemType.

1. Log on to Aras Innovator with administrative privileges.
2. Navigate to Administration --> SQLs.
3. Create a SQL View to drop the Meeting table:
   
   1. Click File --> New or use the right mouse button (right-click) and select New SQL from the context menu.
   2. The SQL window appears. Configure the following properties:
   3. Name = Meeting_Task_Step1_Drop Type = Table Execution Flag = Manual SQL:
      IF EXISTS (SELECT * FROM sys.tables WHERE object_id = OBJECT_ID(N'[innovator].[Meeting_Task]’)) DROP TABLE [Meeting_Task] IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[innovator].[Meeting_Task]’)) DROP VIEW [Meeting_Task]
   4. Click Save and click Unlock to save and unlock the SQL Item.
   5. Navigate to Actions --> SQL Execute in the SQL window.
   6. Verify and ensure that table [innovator].[ Meeting_Task] is dropped from your database.

4. Create a temporary view for Meeting Task ItemType
   
   1. Navigate to Administration --> SQLs.
   2. Click File --> New or use the right mouse button (right-click) and select New SQL from the context menu.
   3. The SQL window appears. Configure the following properties:
      Name = Meeting_Task_Step02_Create_Tmp_View
      Type = View
      Execution Flag = Manual
      SQL
      
      Expand Collapse

      CREATE VIEW [Meeting_Task_Step02_Create_Tmp_View]
      
      AS
      
        SELECT STUFF(MEETING_TASK.id, 13, 1, '0') AS ID,
      
               MEETING_TASK.ASSIGNED_TO    AS ASSIGNED_TO,
      
               MEETING_TASK.ITEM           AS ITEM,
      
               MEETING_TASK.Item_TYPE_ID   AS ITEM_TYPE_ID,
      
               MEETING_TASK.START_DATE     AS START_DATE,
      
               MEETING_TASK.Due_DATE       AS DUE_DATE,
      
               MEETING_TASK.INSTRUCTIONS   AS INSTRUCTIONS,
      
               '1'                    AS MY_ASSIGNMENT,
      
               MEETING_TASK.NAME,
      
               MEETING_TASK.CONTAINER      AS CONTAINER,
      
               MEETING_TASK.CONTAINER_TYPE_ID AS CONTAINER_TYPE_ID,
      
               MEETING_TASK.STATUS            AS STATUS,
      
      MEETING_TASK.Agenda AS AGENDA,
      
               it.open_icon AS ICON,
      
               MEETING_TASK.CLASSIFICATION,
      
               MEETING_TASK.KEYED_NAME,
      
               MEETING_TASK.CREATED_ON,
      
               MEETING_TASK.CREATED_BY_ID,
      
               MEETING_TASK.OWNED_BY_ID,
      
               MEETING_TASK.MANAGED_BY_ID,
      
               MEETING_TASK.MODIFIED_ON,
      
               MEETING_TASK.MODIFIED_BY_ID,
      
               MEETING_TASK.CURRENT_STATE,
      
               MEETING_TASK.STATE,
      
               MEETING_TASK.LOCKED_BY_ID,
      
               MEETING_TASK.IS_CURRENT,
      
               MEETING_TASK.MAJOR_REV,
      
               MEETING_TASK.MINOR_REV,
      
               MEETING_TASK.IS_RELEASED,
      
               MEETING_TASK.NOT_LOCKABLE,
      
               MEETING_TASK.CSS,
      
               MEETING_TASK.GENERATION,
      
               MEETING_TASK.NEW_VERSION,
      
               MEETING_TASK.CONFIG_ID,
      
               MEETING_TASK.PERMISSION_ID,
      
              MEETING_TASK.TEAM_ID,
      
               lang.code                                                       AS language_code_filter
      
      FROM   innovator.Meeting AS MEETING_TASK
      
      INNER JOIN innovator.ITEMTYPE AS it on it.name = N'Meeting Task'
      
               LEFT OUTER JOIN innovator.LANGUAGE AS lang
      
                       ON lang.ID is NOT NULL

   4. Click Save and Done to save and unlock the SQL Item.
   5. Navigate to Actions --> SQL Execute in the SQL window.
   6. Make sure that temporary View with name Meeting_Task_Step02_Create_Tmp_View is created in your database.

5. Rename view for Meeting Item Type.
   
   1. Navigate to Administration --> SQLs.
   2. Click File --> New or use the right mouse button (right-click) and select New SQL from the context menu.
   3. The SQL window appears. Configure the following properties:
      Name = Meeting_Task_Step03_Rename_View
      Type = Table
      Execution Flag = Manual
      SQL:
      sp_rename ‘Meeting_Task_Step02_Create_Tmp_View’, ‘Meeting_Task’
   4. Click Save and Done to save and unlock the SQL Item.
   5. Navigate to Actions --> SQL Execute in the SQL window.
   6. Make sure that temporary view Meeting_Task_Step02_Create_Temp_Viewis renamed to Meeting.

1. Log on to Aras Innovator with administrative privileges.

2. Click Meetings in the TOC. In our example, we created a Meeting ItemType. The following menu appears:

   

   

   Figure 9.

3. Click CreateNew Meeting to create an instance of Meeting ItemType.
4. Provide the required information for the Meeting ItemType:
   
   • Container: Document
   • Name: Meeting Task
   • StartDate: Today
   • DueDate: Today+1
   • Status: Active
   • Assignedto: Administrators
   • Instructions: Activity Instructions 1
   • Item: Doc_1 (create if necessary)

5. Click Save, Done and Close.
6. Navigate to My Innovator --> InBasket.
7. Execute search.

The Meeting Task appears in the InBasket.

Figure 10.