Manage and use work lists (Enterprise Portal) [AX 2012]

Updated: March 15, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Work lists display Workflow work items, tasks, alerts, and activities that you can act on or must be notified about. Some items in the list, such as Workflow work items, may require that you perform some action. For example, you may have to approve the work item or delegate it to another employee. Other items, such as alerts, may give you helpful information about a predefined event, such as a shipping date or details about a sales order.

If a work list item is shown in bold type, you have not viewed or acted on the item. To view and act on a work list item, select the item in the list, and then right-click the item to open a menu of available commands.

The following table describes the commands that are available for most work list items.

Command

Description

Preview

View details about an item.

Accept

Accept ownership and responsibility for a work item.

Delegate

Specify a new owner for a work item.

View history

View comments or details about a work item.

Close

Delete an item from the work list.

Mark as read

Remove the bold type from an item to indicate that you have viewed it.

View activity detail

View details about an activity or task.

Go to

Open a specific page or record that pertains to the activity, task, alert, or work item.

  1. Click <User name> > Personalize this Page.

  2. Click the Add a Web Part link in the location where you want to add the work list Web part.

  3. In the Categories section, select Microsoft Dynamics AX.

  4. In the Web Parts section, click the right arrow, click Unified work list, and then click Add.

  5. To modify the properties of the Web part and select the information that is displayed, click Edit My Web Part in the list in the upper-right corner of the Web part.

  6. Configure the appearance of the work list by using the tool pane. When you have finished, click OK, and then click Stop Editing on the toolbar.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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