What actions can be done on Work List Items?

In order to see, add, edit or delete Work List Items, the user must either be an Admin or have "Manage Room Work Lists" and/or "See Room Work Lists" room permissions.

Adding Work List Items

Once a Work List has been created, Work List Items can be added to the list.

Just select the Work List on Folders List panel and 2 panels will be displayed on the right side, Work List Items panel above and Work List Items Attachments below.

On Work List Items panel, right click and select "New Work List Item" option or click on "New Work List Item" button.

A window will be opened, showing all the fields defined for that list.  Fill in the fields (at least the required ones)  and click Ok to create the Work List Item.

Editing Work List Items

There are 2 ways of editing Work List Items.  You can edit one Item at a time or select multiple Items and Mass Edit them.

 - To edit only one item at a time, right click a Work List Item and select Edit Work List Item.  A window will be displayed with all the fields belonging to that Work List Item, already populated with their corresponding values.  After editing these values, click Ok to save the changes.

 - To edit multiple items at the same time, check the Work list items, right click and select Mass Edit Work List Items.

In order to edit a field, just select the checkbox next to it and the field will be enabled.  Repeat this for all the fields that you want to edit.  Update values in the fields and click Ok to save changes.

Deleting Work List Items

In order to delete a Work List Item, just select it, right click and select "Delete Work List Item" option. The work List item and Attachments linked to it will be deleted.

Note: all Attachments deleted should be displayed on "Manage Orphan Documents" page.

Uploading New Attachments

Documents can be attached to Work List Items.  For further information on Uploading attachments, refer to How can I Upload Attachments to Work List Items? article. 

Hiding Work List Items

Work List Items can be hidden, this means that they will not be seen by Access users that don't have "Manage Room Work Lists" room permission.  To hide them, just right click on the Work List Item and select "Hide Work List Item".

The item will be displayed in pink.  Item Hidden By and Item Hidden Date columns will be filled in.

To show hidden Work List Items, right click on hidden items and select "Show Work List Items"