You can receive notifications from various areas of AEM, including workflows and projects. For example, you might receive notifications about:
You receive these notifications in your own Inbox where you can view them and take action.
For further information about the item types see also:
From any of the consoles the current number of items in your inbox is shown in the header. The indicator can also be opened to provide either quick access to the page(s) requiring action(s) or access to the inbox:
Certain actions will also be shown in the card view of the appropriate resource.
To open the AEM notification inbox:
Click/tap on the indicator in the toolbar.
Select View all. The AEM Inbox will open. The inbox shows items from workflows, projects and tasks.
The default view is List View, but you can also switch to Calendar View. This is done with the view selector (toolbar, top right).
For both views you can also define View Settings. The options available are dependent on the current view.
The Inbox operates as a console, so use Global Navigation or Search to navigate to another location when you are finished.
This view lists all items, together with relevant information:
This view presents items according to their position in the calendar:
You can:
For both views (List and Calendar) you can define settings:
Calendar View
For Calendar View you can configure:
List View
For List View you can configure the sort mechanism:
You can also delegate your calendar to other uses as well as request delegation from other users and manage your delegations.
Although it is possible to select more than one item, actions can only be taken on one item at a time.
To take an action on an item, select the thumbnail for the appropriate item. Icons for the actions that are applicable to that item will be shown in the toolbar:
The actions are appropriate to the item and include:
Complete action
Delegate an item
Open an item, depending on the item type this action can:
Step back to a previous step
View the payload for a workflow
Create a project from the item
For further information see:
Depending on the item selected an action will be started, for example:
For example, Delegate will open a dialog:
Depending on whether a dialog, wizard, documentation page has been opened you can:
From the inbox you can create tasks:
Select Create, then Task.
Complete the necessary fields in the Basic and Advanced tabs (only the Title is mandatory, all others are optional):
Basic:
Advanced
Select Submit.
For certain tasks you can create a Project based on that task:
Select the appropriate task, by tapping/clicking on the thumbnail.
Only tasks created using the Create option of the Inbox can be used to create a project.
Work items (from a workflow) cannot be used to create a project.
Select Create Project from the toolbar to open the wizard.
Select the appropriate template, then Next.
Specify the required properties:
Basic
Advanced
See Creating a Project for full information.
Select Create to confirm the action.
You can filter the items listed:
Open the AEM Inbox.
Open the filter selector:
You can filter the items listed according to a range of criteria, many of which can be refined. For example:
With View Settings you can also configure the sort order when using the List View.