WorkItems

WorkItems allows you to view all history for documents that have traveled through workflows in Intelligent Capture.

Any user that is assigned to a role with the Manage WorkItems permission can view and delete items in WorkItems.

You can do the following from WorkItems: 

View workitem information

Filter workitems

Download a document from WorkItems

Cancel a workitem

Resubmit a document to a workflow

Submit a workitem to a workflow

Send a workitem as a fax

Copy to OneDrive

Delete a workitem

View workitem information

  1. Click the down arrow next to a workitem to expand it.

  2. Select the tab that contains the information you want to view. There are three tabs: 

You can modify WorkItems to display only the information you want to see. See Modify a page view for more information.

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Filter workitems

Workitems can be filtered by workflow name, workflow step, user, date created or any defined data field.

  1. Select filter criteria from the drop-down lists at the top of the page. For data fields, select a data field from the drop-down list, then enter the value you want to filter on in the box to the right.

    The page will automatically refresh to display only workitems meeting the selected criteria.

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Download a document from WorkItems

  1. Click the arrow next to a workitem to expand it.
  2. Click the document name.

  3. In the Save As dialog box, navigate to the location where you want the document to be saved. 
  4. Edit the file name as necessary, then click Save.

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Cancel a workitem

From WorkItems, you can cancel an in-progress workitem. When canceled, the document will be set to Done.

  1. Perform one of the following:

    • Right-click anywhere in the workitem row or click the three dots next to the in-progress workitem you want to cancel, then select Cancel from the drop-down menu
    • Or, select the check box next to one or multiple in-progress workitems, then click Cancel.

  2. Click Cancel to confirm the cancellation.

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Resubmit a document to a workflow

From WorkItems, you can resubmit a completed document to a workflow. The document will be sent to the first step in the workflow and will follow the workflow process again.

  1. Perform one of the following: 

    • Right-click anywhere in the workitem row or click the three dots next to the completed workitem you want to resubmit to a workflow, then select Resubmit from the drop-down menu
    • Or, select the check box next to one or multiple completed workitems, then click Resubmit.

  2. Click Resubmit to confirm the resubmission.

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Submit a workitem to a workflow

  1. Perform one of the following:

    • Right-click anywhere in the workitem row or click the three dots next to the workitem you want to submit to a workflow, then select Submit to Workflow... from the drop-down menu.
    • Or, select the check box next to one or multiple workitems, then click Submit to Workflow....

  2. Click the name of the workflow you want to submit the workitem to.

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Send a workitem as a fax

This option will only be available if the Upland CloudFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration.

  1. Perform one of the following:

    • Right-click anywhere in the workitem row or click the three dots next to the workitem you want to send as a fax, then select Send as Fax from the drop-down menu.
    • Or, select the check box next to one or multiple workitems, then click Send as Fax.

    Send Fax will open with the selected workitem attached. See Send Fax for more information.

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Copy to OneDrive

You can copy workitems to your Microsoft OneDrive folders. This option will only be available if the OneDrive integration has been enabled for your account and you are assigned to a role that has permission to the integration.

  1. Perform one of the following:

    • Right-click anywhere in the workitem row or click the three dots next to the workitem you want to copy to OneDrive, then select Copy to OneDrive from the drop-down menu.
    • Or, select the check box next to one or multiple workitems, then click Copy to OneDrive.

  2. Select the appropriate OneDrive folder to copy to.
  3. Click Copy.

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Delete a workitem

When a workitem is deleted, the document and all logging are removed from Intelligent Capture completely. Only workitems that have completed a workflow route can be deleted.

  1. Perform one of the following:

    • Right-click anywhere in the workitem row or click the three dots next to the completed workitem you want to delete, then select Delete from the drop-down menu.
    • Or, select the check box next to one or multiple completed workitems, then click Delete.

  2. Click Delete to confirm the deletion.

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