Desktop Designer

Access the Desktop Designer from the Workflow > System > Organise Desks menu. You can drag the Generic Planner into the desktop Layout panel.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Caption

Enter the title of the desktop cell. The default value is Generic Planner.

Leading Space

Enter the number of empty lines between the Generic Planner's title and the detail. This aligns the detail fields of each item and defaults to 0.

Show Properties

Select this option if desk users can change the format of the desk tile. If you select this option, the Show Properties icon displays on the desk. If the icon is selected, the Tile Format form displays, which enables users to define:

Height of rows
Text colour
Text font
Background colour
Formatting of the heading

Click the Remove Format button on the Tile Format form to reset the format values to default.

Show Process Launch

Select this option to access a business process from the desk. If you select this option, the Business Process Launch button is available from the top right corner of the desk, which provides access to the default process selected.

Selected Process

Select the default business process to run when you click the Business Process Launch button.

Select/Change Planner Data Providers

Double-click to open the Planner Options form, if you can select the data provider to use for the desk, and edit settings for it.