Configure Task List filter assignments and criteria

After adding a filter resource to the Workflow model, you must configure the filter by associating it with the applicable personnel classes, users, computers, and/or pieces of equipment, and specifying the applicable 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.

About this task

Note: When duplicating an equipment resource, any Task List filters that are assigned to the original equipment resource will not be automatically assigned to the new resource. Instead, you must manually assign the filter to the new equipment resource, as described beginning at step 6 of this procedure.

Procedure

  1. In the navigator, click Workflow > Filters.
  2. Select the filter that you want to configure.
  3. In the Displays panel, click Workflow Management > Filter Editor.
  4. Click the Properties tab.
  5. Enable the applicable predefined filters by selecting one or more check boxes, and then perform the following steps, as applicable.
    1. In the Task Name field, enter text related to the name of an existing task.
    2. In the Priority field, enter a number (for example, 6), a range of numbers (for example, 1-5), or a series of ranges or numbers (for example, 1-5, 10, 12-22) that represents the number that was assigned to the task when configuring the workflow, to indicate the task's priority for filtering purposes.
      Note: You can enter whole numbers only, such as 0, 1, 2, 3, and so on.
    3. To view steps that apply to you only, select the Only show my task steps check box.
    4. Set the values for the Task Step State criterion by selecting from the corresponding drop-down list.
      StateDescription
      Not StartedTask step has not been reached in the execution cycle yet.
      Waiting for StartA manual start is required.
      RunningIn execution.
      CompletedCompleted as required.
      CancelledCancelled by the operator or system.
      SkippedNot executed due to a jump action or a condition branch.
    5. In the Categories field, select the check box, and then click Set Categories to select a preconfigured category.
    6. Set values for the Assignments criterion by selecting the related check box, and then:
      • For location, click Set Location(s) to select one or more resources.
      • For personnel, click Set Personnel to select a resource.
    7. Select the option applicable to the type of expiration filter that you want to configure, and then specify the related value.
      • Select Expires In to set how long from the current time the task or task step will expire.
      • Select Expires Before to set the date and time the task or task step is scheduled to expire.
  6. Click the Assignments tab.
  7. Click Add.
    The Universal Browser appears.
  8. Depending on the type of resource that you want to associate the filter with, select one of the following paths in the navigator.
    For this type of resource...Click...
    Personnel classesPersonnel > Classes
    UsersPersonnel > People
    ComputersProficy System > Proficy System > Computers
    EquipmentEquipment > Instances
  9. Continue selecting from the lists that appear until you find the resource that you want to associate the filter with.
  10. Click OK.
  11. For each resource that you want to associate the filter with, repeats steps 7-10.
  12. Click Save.