Info tile - Message menu

Type

Desktop tile
Entity tile

Description

In the message menu info tile messages are displayed in a short overview. This comprises the following channels:

Activities
Reminder
Mails
Appointments
tasks
system messages
news
system jobs
Process tasks

Additionally, you add your custom channels to this info tile.

With a click on one of the channels a jump to the list with the corresponding datasets is performed.

Clicking on the plus symbol starts a new creation of (preconfigured) activities. After clicking on New creation you are in the new creation mask, which is pre-filled with the reminder date.

When configuring your own searches, keep in mind that special characters are not permitted.

Configuration

Search configuration

Employee search

Here the precise name of the previously defined employee search is set.

CRM-Version

Indication of CRM type:

CURSOR CRM: carmen
EVI, TINA: evijet

Standard channels

Activity search	Here the exact name of the previously defined activity search is set. The stored default search is the default search for activities, which can be accessed e.g. via the quick start bar.
Show activities	Activated The "Activities" channel is displayed (default). Deactivated The "Activities" channel is hidden.
Reminder search	Here the exact name of the previously defined Reminder search is set. The default search behind shows activities of the logged-in user with status „[O] Open / not started yet” and remind date in the past.
Show reminders	Activated The "Reminder" channel is displayed (default). Deactivated The "Reminder" channel is hidden.
E-mail search	Here the precise name of the previously mail search is set. The default search behind shows activities of the logged-in user of the type "Mail in" with status „[O] Open / not started yet“ and „[I] Imported“.
Show e-mails	Activated The "Mail" channel is displayed (default). Deactivated The "Mail" channel is hidden.
Appointment search	Here the precise name of the previously defined appointment search is set. The default search behind shows activities of the logged-in user of the type "Date", "Meeting" and "Follow up" with status „[O] Open / not started yet“. Also the search follows user preference "Time span for activity default search in days".
Show appointments	Activated The "Appointments" channel is displayed (default). Deactivated The "Appointments" channel is hidden.
Task search	Here the precise name of the previously defined task search is set. The default search behind shows activities of the logged-in user of the type "Task" with status „[O] Open / not started yet". Also the search follows user preference "Time span for activity default search in days".
Show tasks	Activated The "Tasks" channel is displayed (default). Deactivated The "Tasks" channel is hidden.
Notification search	Here the precise name of the previously defined notification search is set. The default search behind shows not yet processed messages of the logged-in user.
Show system notifications	Activated The "System notifications" channel is displayed (default). Deactivated The "System notifications" channel is hidden.
News search	Here the precise name of the previously defined news search is set. The default search behind shows news of the current day for the logged-in user.
Show news	Activated The "News" channel is displayed (default). Deactivated The "News" channel is hidden.
System job search	Here the precise name of the previously defined system job search is set. The default search behind shows those datasets of job lineup for the logged-in user, being status "error", "result" or "done" and not being marked read yet.
Show system job	Activated The "System jobs" channel is displayed (default). Deactivated The "System jobs" channel is hidden.
Process instance search	Here the precise name of the previously defined process instance search is set. The default search behind shows running process instances for the logged-in user.
Show process instances	Activated The "Process instances" channel is displayed (default). Deactivated The "Process instances" channel is hidden.

Own channels

Names of own channels

Comma-separated list (no blanks) of display names for your custom channels being displayed under the preconfigured channels.

Special characters are not permitted.

Search of own channels

Comma-separated list (no blanks) of the searches (precise name of the search) for your own channels which retrieve the channel contents to be displayed.

Entity names for own channels

Comma-separated list (no blanks) of the technical entity names of the datasets for your own channels to be searched for; these entity names are used for the search.

Number and order of all three lists must match!

Badge color

Use system color

Selected

The system color selected in the user preferences is used to color the badges.

Use custom color

Selected

The color selected in Custom color is used to color the badges.

Custom color

Color selection for badges. Requires activated option Use custom color.

Example

Search configuration

Employee search	C0IB_CurrentEmployee
CRM-Version	carmen

Standard channels

Activity search	C0_MyOpenActivities
Show activities	Deactivated
Reminder search	C0IB_MyOpenReminders
Show reminders	Deactivated
E-mail search	C0IB_WelcomeMails
Show emails	Activated
Appointment search	C0IB_WelcomeDates
Show appointments	Activated
Task search	C0IB_WelcomeTasks
Show tasks	Activated
Notification search	C0IB_WelcomeNotifications
Show system notifications	Activated
News search	C0IB_WelcomeNews
Show news	Activated
System job search	C0IB_WelcomeJobs
Show system job	Activated
Process instance search	C0IB_WelcomeProcessInstances
Show process instances	Activated

Own channels

Names of own channels	Tickets,Projects
Search of own channels	C2IB_PendingTickets,C2IB_OpenProjects
Entity names for own channels	C2TICKET,Project

Badge color

Use system color	Selected
Use custom color	Selected
Custom color	Not Selected