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Administrator Guide
Last Updated: 2023-06-23
Enable Reports for Related Worklets

Enable Reports for Related Worklets

Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
You can embed related worklets to deliver contextual information to users as they perform actions in your business processes. Before you can embed worklets, you must enable the reports for related worklets.
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Enable As Worklet
     on the
    Output
     tab.
  3. Enter
    Embedded on Tasks
     for the
    Available on
     section on the
    Output
     tab.
  4. Share the report with required authorized groups on the
    Share
     tab.
  5. On the
    Filter
     tab, add a filter condition with these settings:
    Option Description
    Field
    Select a field that the business process definition can map to.
    Operator
    Select
    in the selection list
     as the operator.
    Comparison Value
    Select
    Prompt the user for the value
     as the comparison value.
Make the worklets available on your custom dashboard and share them with the appropriate security groups.
Embed the related worklets in your business processes.