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.

Note: Filter categories are used exclusively to filter tasks and task steps within the Task List. Categories that are associated with resources are used to group those resources and to allow you to search for and find those resources more effectively.

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.

Note: To ensure that Task List users are able to work with Predefined Filters and Personal Filters during run time, you must assign permissions to those users. Some users, such as administrators, may have automatic permissions.

Filter Editor: Properties

The following table describes each available filter type.

TypeValueDescription
Task NameUser-definedFilter by text that is contained in the name of a task as well as searches using a wildcard character (*).
PriorityUser-definedFilter 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 StepsN/AFilter by the current operator's assigned task steps.
Note: All task steps that have been acquired by another operator are hidden.
Task Step StateN/AFilter by the current state of an operator's assigned task steps.
Not Started
Task step has not been reached in the execution cycle yet.
Waiting for Start
A manual start is required.
Running
In execution.
Completed
Completed as required.
Cancelled
Cancelled by the operator or system.
Skipped
No executed due to jump action or a condition branch.
CategoriesN/AFilter tasks or task steps by a predefined grouping.
Location AssignmentN/AFilters task steps by the equipment assigned to the task.
Personnel AssignmentNAFilters task steps by the person assigned to the task.
ExpirationUser-definedFilters 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 CategoriesN/AFilters 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.