Inbox

yuuvis® RAD client 9.x

The Inbox contains all messages about subscriptions, follow-ups, and tasks from processes.

You can open your inbox by clicking the Inbox icon or via the Main menu icon > Inbox on the yuuvis® RAD bar. A number on the Inbox icon indicates how many messages are currently in the inbox. If there are new messages about subscriptions, follow-ups, and tasks from processes in the inbox, then a Windows notification message will inform you that new information has arrived in your inbox if you are logged in to yuuvis® RAD client. You can view the inbox by clicking the Windows notification message. When using this feature for the first time, the user must grant permission for being notified via the Windows operating system.

When returning to the inbox, the last focused task is focused again. If the task is no longer available, the first task in the message list will be focused.

On the left-hand side of the inbox you will find the message list. The details of a selected message are displayed in the center, in the task area, and on the right-hand side of the inbox in the object area. The following functions are available:

Functions in the message list area

Update icon

Refreshes the message list of the inbox.

Filter icon

Filters the message list by text, status, or type. For example, enter the contract string and the list will show all objects whose names contain the contract string. If you enter more than one term, the AND operator is used to connect them. The filtered messages will then contain all terms you entered for the search in the title or subject.

You can also filter based on type (Follow-up, Subscription, and Process) or based on status (My tasks, Open tasks, Substitution, Overdue).

Active filters are highlighted by means of a colored filter icon in the header area of the list. To remove a filter, click the Reset filter button in the open filter dialog.

Sort icon

Sorts the message list in ascending or descending order by title or date.

Active sortings are highlighted by means of a colored sorting icon in the header area of the list. To remove a sorting, click the Remove icon Clear sorting icon in the open sorting dialog.

Functions in the object area

Depending on the context, you also have a number of actions available in the header of the object area:

	Updates the preview of the object selected in the object area.
	Displays the favorite status of the selected object. Clicking the favorites icon allows you to add the object to your favorites or remove it from the favorites area (see Adding Objects to Favorites).
	Downloads the document file of the selected object in the original format to the local file system (see Download Document File). This is displayed only if the object selected is a document file that has content.
	Downloads a document file for editing (see Opening and Editing a Document File). This is only displayed if: the object selected is a document file that has content; you have the appropriate permissions to edit the file; use of the installed yuuvis® RAD agent has been enabled in the settings (see Connecting yuuvis® RAD agent).
	Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu).
	Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions).
	Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups).
	Indicates that the selected object has been finalized (see Finalizing Objects).
	Indicates that the selected object has been locked by you (see Locking Document Files).
	Indicates that the selected object has been locked by another user.
Link document	The Link document button indicates that the selected object is a link document (see Object Versions).
Open original context	The Open original context button indicates that the selected object is an object referencing the folder (see References). You can click the button to view the filing location of the selected object.

Filtering Messages

With just a few clicks, you can limit the messages shown to those about subscriptions, follow-ups, or processes by using the Filter in the message list. Messages about subscriptions are indicated by a subscription icon in the message list. Messages about follow-ups are indicated by a Follow-up icon in the message list. Messages about processes are indicated by a Process icon in the message list in the inbox. Tasks assigned to you as a substitute are labeled as a Substitution in the message list.

The icons of the entries in the message list can be adapted to the specific system.

Messages About Subscriptions or Follow-ups

If you select a message about subscriptions or follow-ups from the list, the details of the selected object are shown in the task area/object area.

You can edit the selected object using the Actions menu, the Open document file icon, and the Metadata object aspect in the header of the object area. The best way to access the object’s filing location is to use the Open in context icon Open in folder action or Open icon Open in the Actions menu.

You can confirm notifications about follow-ups and subscriptions in the task area, thus removing them from the inbox.

Messages from Processes

If you select a message about a process work item from the list, the following aspects are shown in the task area: Task, History, and Process file. If a process contains record objects, these are shown in the object area. You can edit the selected record object using the Actions menu, the Open document file icon, and the Metadata object aspect in the header of the object area.

The user is only shown the objects in the object area which they are authorized to read. It may therefore happen that the objects of the process file are not displayed to the user in the object area.

You can edit and forward tasks from process work items directly in the task area.

If several recipients are assigned to one process work item, you can view the list of recipients by clicking the Down arrow icon in the task area. Before you can process and forward a task with multiple recipients, you first need to accept it. To do this, click the Accept task button. The list of recipients is no longer shown and the other recipients can no longer see the process work item in their inbox.

Adjusting the Layout

You can change the layout of the areas using the Configure view areas icon (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).

Aspect areas can be hidden by the administrator. As a result, the functions described may not be available to you.