Configure category filtering

You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.

Before you begin

You can add Filtering Categories to workflow tasks and/or subprocess/global subprocess task steps.

Procedure

  1. In the navigator, click Workflow > Workflows.
  2. In the resource list, select the workflow that you want to work with. If no workflow exists, create a new workflow.
  3. In the Displays panel, click Workflow Management > Workflow Editor.
  4. Click the Workflow Editor tab.
  5. Optional: Drag and drop a Local Subprocess into the workflow and click it, or click an existing subprocess.
  6. Adding categories:
    Click...To add a category to a...
    Task Step DetailsWorkflow
    Task DetailsSubprocess/Global Subprocess
  7. In the Filtering Categories section, click Assign.
    The Univesal Browser appears.
  8. Select a category, and then click OK.
  9. Optional: To remove a category, click .