Task List Filters Configuration
Users can perform context sensitive filtering in the Task List, which focuses a list of tasks or task steps on specific criteria.
Administering Filters
You use the Filter Editor to manage filter configuration.
After adding a filter resource to the Workflow model, you can:- associate the filter with personnel classes, users, computers and/or pieces of equipment; and
- specify predefined filter criteria.
Through a combination of assignments and criteria selection and configuration, you determine the conditions under which a filter is displayed in Task List, as well as the tasks or tasks steps that are displayed when an operator enables a filter.
Filter Editor: Properties
The following table describes each available filter type.
Type | Value | Description |
---|---|---|
Task Name | User-defined | Filter by text that is contained in the name of a task as well as searches using a wildcard character (*). |
Priority | User-defined | Filter by the number that was assigned to the task when configuring the workflow,
to indicate the task's priority for filtering purposes. The number(s) specified must be
greater than zero. You can filter by multiple priority numbers by separating them with a
comma, such as 1,2,3. You can also filter by a range of priority numbers, such as 1-5.
These values are separated by a hyphen. If you want to filter by a series of ranges, you
can separate them by commas (for example, 1-5, 10, 12-22). Note: You can enter whole
numbers only, such as 0, 1, 2, 3, and so on. |
My Task Steps | N/A | Filter by the current operator's assigned task steps. Note: All task steps that
have been acquired by another operator are hidden. |
Task Step State | N/A | Filter by the current state of an operator's assigned task steps.
|
Categories | N/A | Filter tasks or task steps by a predefined grouping. |
Location Assignment | N/A | Filters task steps by the equipment assigned to the task. |
Personnel Assignment | NA | Filters task steps by the person assigned to the task. |
Expiration | User-defined | Filters tasks or task steps that expire within a defined time range (from now
until a defined time), or by a specific date and time. If a task has an expiry, then this
filter applies to the task. If the task step only has an expiry, then this filter applies
to the task step(s). Note: If a task or task step expires while the filter is on, the task
or task step will continue to be displayed in the Task List. |
Filtering Categories | N/A | Filters tasks and task steps by preconfigured categories to allow users to group and organize the Task List during run time. |
Filter Editor: Assignments
The Assignments tab on the Filter Editor allows you to associate personnel classes, users, computers, and/or pieces of equipment with a given filter, as well as break such associations. Assignments determine the Task List users who have access to a given filter, such that the user must be among either the associated users or personnel classes; must be working on an associated computer; or must be working on a task or task step related to an associated piece of equipment. A filter can be applied to multiple resources, and a resource can have multiple filters applied to it.