Overview (Worklists)

Accessing worklists

In order to access a worklist via the directory structure, proceed as follows:

1. In the worklist directory of the “Worklist” card, search for the worklist. Possibly use the text search to filter the list of worklists by a search term.
2. Click on the worklist to select it. Following this, the products from the selected worklist will be shown in the “Product list” table.

Initially, the counter in the square brackets next to a worklist shows the number of objects that were added to the worklist, whereby no difference is made between products and items. For example, if two products and three items were added, the counter shows the number “5”. Once a worklist was set to item-based saving or to product-based saving, the counter shows the overall number of items respectively products. In order to learn more about item-/product-based saving, click here.

Rename worklists

In order to rename a worklist, proceed as follows:

1. Move the mouse cursor over the worklist. Then an action menu with several buttons will appear.
2. Click on the button. Then an input box will appear.
3. Enter the new name for the worklist.

• In order to save your changes, click on the  button.
• In order to cancel the process, click on the  button.

Delete worklists

In order to delete a worklist, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on the button. Then the  button will appear.
3. Click on the  button to confirm the deletion of the worklist.

Refresh worklists

In order to refresh a worklist, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the option “ Refresh”.

Refreshing worklists only works for dynamic worklists.

Duplicate worklists

In order to duplicate a worklist, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the option “ Duplicate”.

Dynamic worklists cannot be duplicated. This only works for static worklists.

Add worklists to the dashboard

In order to show a worklist on the dashboard, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the “ Enable display in dashboard”.

Save worklists item/product based

Save worklists item-based

First introduced in version 5.4.2: Using this action you can set a worklist to an item-based editing. Following this, if individual items are removed from a worklist, only the selected items are removed from the worklist. The associated product and the other products remain in the worklist. In order to set a worklist to an item-based editing, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the option “ Save worklist item based” to switch to an item-based editing. If the process was successful, a corresponding message appears.

Save worklists product-based

First introduced in version 5.4.2: Using this action you can set a worklist to an product-based editing. Following this, if individual items are removed from a worklist, the associated products and all of its other items are removed from the worklist. In order to set a worklist to an product-based editing, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to call up the submenu.
3. Click on the option “ Save worklist product based” to switch to an product-based editing. If the process was successful, a corresponding message appears.

Open in “Product reviews” app

First introduced in version 5.4.3: Using this action you can call up the products of a worklist in the “Product reviews” app in order to view the corresponding ratings there. To do so, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the option “ Open “Product review” app”. Then you will be directed to the “Product reviews” app where the respective worklist is call up.

The rights for the “Product reviews” app are needed to use this action. A list of the rights you can find here.

Open in Bulk-Edit

In order to call up all the products of a worklist in the “Product data update” app to edit them parallely, proceed as follows:

1. Move the mouse cursor over the worklist to show the context menu.
2. Click on thebutton to access the submenu.
3. Click on the option “ Open in Bulk-Edit”. Then you will be directed to the “Product data update” app where all the products from the worklist are shown in the “Excel” tab.

The rights for the “Productdata update” app are needed to use this action. A list of the rights you can find here.

Public and private worklists

Static worklists are either public or private. Public worklists can be used by any user*. Private worklists can only be accessed by the user who has created it. You will know the state of a worklist by the button which is shown next to the name of the respective worklist when you move the mouse cursor over it. Worklists with the  button are private, whereas worklists with a  button are public. The state of a worklist can be changed. To do so, proceed as follows:

• In order to switch a worklist from “private” to “public”, click on the  button.
• In order to switch a worklist from “public” to “private”, click on the  button.

• *For a user to be able to access a public worklist created by another user, they have to be related to the same role as the creator of the worklist, whereby by this has to be a role of the type “Standard (with worklist visibility)”.
• In case of private dynamic worklists, the initial creator of a worklist has to set the worklist to “public” before they surrender the role mentioned in the previous point and therefore loose the access to the worklist. Otherwise also the other users loose the access to the worklist.
• As of version 5.6.1, only the initial creator can switch a public worklist to “private”.

Use the general context menu

Copy and insert worklists

In order to copy a worklist and insert it in another folder, proceed as follows:

1. Click on the worklist to select it.
2. Click on thebutton below the worklist directory to show the corresponding submenu.
3. Click on the option “ Copy”.
4. Click on the folder in which you want to insert the copied worklist.
5. Click on thebutton once more to access the corresponding submenu.
6. Click on the option “ Insert” to put the copied worklist in the selected folder.

You can also copy and insert whole folders.

Cut and insert worklists

In order to copy a worklist and insert it in another folder, proceed as follows:

1. Click on the worklist to select it.
2. Click on thebutton below the worklist directory to show the corresponding submenu.
3. Click on the option “ Cut”.
4. Click on the folder in which you want to insert the cut out worklist.
5. Click on thebutton once more to access the corresponding submenu.
6. Click on the option “ Insert” to put the cut out worklist in the selected folder.

You can also cut and insert whole folders.

Move worklists

You can either move a worklist to another folder our you can move a worklist within a folder to another place of the worklist order.

Move a worklist to another folder

In order to move a worklist to another folder, proceed as follows:

1. Left-click on the worklist you want to move an keep the mouse button pressed.
2. Drag the worklist over its new parent folder and release the mouse button.

Move a worklist to another place within the order of worklists

In order to move a worklist to another place within the order of worklists, proceed as follows:

1. Left-click on the worklist you want to move an keep the mouse button pressed.
2. Drag the worklist over its new sibling worklist. Below this worklist appears the field “Drop as sibling”.
3. Drag the worklist over the field “Drop as sibling” and release the mouse button.

You can also move folders.

FAQ

What does the counter in the square brackets next to a worklist show?

Initially, the counter shows the number of objects that were added to the worklist, whereby no difference is made between products and items. For example, if two products and three items were added, the counter shows the number “5”. Once a worklist was set to item-based saving or to product-based saving, the counter shows the overall number of items respectively products.

What is the difference between public and private worklists?

Static worklists are either public or private. Private worklists can only be accessed by the user who has created it. Public worklists can be used by any user who is related to the same role as the creator of the worklist, whereby this has to be a role of the type “Standard (with worklist visibility)”.

Why can the “Refresh” action not be applied to every worklist?

Refreshing worklists only works for dynamic worklists.

Why can duplication not be applied to every worklist?

Dynamic worklists cannot be duplicated. This only works for static worklists.

What is the difference between item-based and product-based saving?

When set to item-based editing, if individual items are removed from a worklist, only the selected items are removed from the worklist, while the associated product and its other items remain in the worklist. When set to product-based editing, the associated product and all of its other items are removed from the worklist as well.

Why can’t I use the “Open in Bulk-Edit” option?

The rights for the “Productdata update” app are needed to use this action.

Why does a private, dynamic worklist need to be switched to “public” before certain role changes?

In case of private dynamic worklists, the initial creator of a worklist has to set the worklist to “public” before they surrender the role required for access and therefore lose the access to the worklist. Otherwise also the other users lose the access to the worklist.

Who can switch a public worklist back to “private”?

As of version 5.6.1, only the initial creator can switch a public worklist to “private”.