Personalizing Work Items and Clearing Personalizations

If you open a work item in the My incoming messages inbox for editing, this work item is automatically personalized (also see Editing Work Items).

When you close a work item, it remains personalized and can only be accessed by you.

You can also personalize a selected work item in the My incoming messages inbox using the Personalize function found in the context menu of a selected workflow.

Right-click (enaio® webclient and enaio® webclient as a desktop application) or press and hold (enaio® mobile) to open the context menu of the search form.

The context menu can also be opened on smartphones by clicking the More actions icon found on each line.

You can also clear the personalization of a selected work item in the My incoming messages inbox using the Clear personalization function found in the context menu of the selected workflow.

Right-click (enaio® webclient and enaio® webclient as a desktop application) or press and hold (enaio® mobile) to open the context menu of the search form.

The context menu can also be opened on smartphones by clicking the More actions icon found on each line.

If you report that you are out of office (see Reporting Absence and Presence), the personalization of the work item can be cleared so that it can be edited by other users with the appropriate rights (e.g., users with the same role and substitutes).

1. If a dunning period has been assigned to a work item, the personalization of the work item can be cleared once this period has elapsed so that it can be edited by other users with the appropriate rights (e.g., users with the same role and substitutes).

2. Personalizations can be automatically cleared after a specified dunning period has elapsed, if this is defined in the workflow model.

Process owners of a workflow can also clear the personalization of a work item when they assign a work item to other users or roles, for example (see Assigning Work Items).