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Workspace

Workspace

The Workspace is a build-in application for the Easy RPA Control Server that allows users to perform automation process steps that cannot be done by machines and require human involvement, for example, decision-making. In the EasyRPA, such steps are called Human Tasks. The Workspace displays a catalog of the Human Tasks available for execution and grouped by the Document Type.

To see the Human Tasks of the specific Document Type, the user should expand the list by clicking the symbol near the corresponding Document Type.

Table Settings

Table settings allow you to manage the table view. Click the icon  to start working with the table settings. The table settings can be managed with the following buttons: 

  • Advanced filter - to switch the advanced filters for the columns.
  • Apply - to apply the changes made to the table settings.
  • Сancel - to cancel the last actions with the table settings.

Columns Description

  • Name - the Document Type name.
  • Available - the number of Human Tasks of specific Document Type available for execution.
  • In Progress - the number of Human Tasks of specific Document Type that a user currently executes.
  • Completed - the amount of completed Human Tasks of a specific Document Type.

Filter by document types name allows you to search for the specific Document Type.

Advanced filters by column

Advanced Filter allows you to extract a list from a table with predefined criteria. Click the icon  to start working with the advanced filter. The advanced filters can be managed with the following buttons: 

  • Clear filter - to reset all the proposed advanced filter criteria for the column.
  • Сancel - to cancel the last actions with the proposed criteria for the column.

  • Apply - to filter the table according to the proposed criteria for the column.

Sorting

Ascending/descending sorting is allowed by the column Name.

Workspace Settings

Workspace Settings allow you to customize how the data is displayed in the Workspace. Click the icon and switchnear the options described below to manage the Workspace view:

  • Show Completed Tasks - to see tasks only in "Available" and "In Progress" status.
  • Group by Document Type - to see all tasks grouped by Document Type.
  • Hide Skipped - to hide tasks that were skipped by the user.
  • Show Empty Document Types - to show Document Types without any tasks.

Expanded View

In the expanded Document Type, the user can see the catalog of Human Tasks:


Columns Description

  • Name - the name of the document.
  • Priority - the priority (0-4) with which the Automation Process will process the Human Tasks.
  • Description - a short description of the document.
  • Status - the current status of the document - Available/In Progress/Completed.
  • Locked By - the name of user who is processing the Human Task.
  • Creation Date -  the date and time of the document creation.
  • Availability - combinations of icons to indicate which human tasks are available to the user and how they can be accepted:
    • Side arrow icon  visible - the user can accept available human tasks from the entire Workspace using Start Available Tasks button, but tasks appear in a random order decided by the system.
    • Up arrow icon visible - the user can accept available tasks only within the current Document Type Group using Start available human task button, the order of tasks within that group is determined by the system.
    • Both icons  visible - a combination of the above two availabilities
    • All three icons visible - the user has full flexibility to accept any available human task in the Workspace in any preferred order. The user may also accept human tasks directly in the Human Task Preview interface.

Table Settings

Table settings allow you to manage the table view. Click the icon  to start working with the table settings. The table settings can be managed with the following buttons: 

  • Advanced filter - to switch the advanced filters for the columns.
  • Columns Display - to select the columns that will be displayed in the table.
  • Apply - to apply the changes made to the table settings.
  • Сancel - to cancel the last actions with the table settings.

  • Filter by text - allows searching by Document Name and Document Description for the specific Document.

Advanced filters by columns

Advanced Filter allows you to extract a list from a table with predefined criteria. Click the icon  to start working with the advanced filter. The advanced filters can be managed with the following buttons: 

  • Clear filter - to reset all the proposed advanced filter criteria for the column.
  • Сancel - to cancel the last actions with the proposed criteria for the column.

  • Apply - to filter the table according to the proposed criteria for the column.

Sorting

Ascending/descending sorting is allowed by the columns: Name, Priority, Description, Creation Date. Group by status button allows to group tasks in the Status column within the Document type.

Control icons

  • Start working - to navigate to the selected document. Required Permission: Workspacegroup-UPDATE/ACTION. See Role Permissions.
  • Refresh - to pull the latest changes.
  • Open Workspace Metrics  - to check Worskpace Groups Metrics

For more information on how to assign Human Tasks to different Workspace Groups, please, refer to Assigning Human Tasks to Workspace Groups.