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Operator Task List in the Workflow Client
Task List Filter Actions
Task List Filtering
Users can use filtering to find tasks and/or task steps specific to certain criteria.
Filter tasks by categories
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.

Workflow Products Documentation

Operator Task List in the Workflow Client
- Task List Overview
- General Operating Environment
- General Task Information
- Equipment Context
- Forms View
- Documents
- Operator Work Instructions
- Advanced Operator Tasks
- Task List Filter Actions
  - Task List Filtering
    Users can use filtering to find tasks and/or task steps specific to certain criteria.
    - Filter by task name
      Filter by text that is contained in the name of a task as well as searches using a wildcard character (*).
    - Apply a priority filter
      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.
    - Filter task step states
      Filter by the current state of an operator's assigned task steps.
    - Filter tasks by categories
      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.
    - Filter operator task steps
      Filter to show the current operator's assigned and active task steps only. If no active task steps are assigned to the current operator, the corresponding task is hidden.
    - Filter by equipment or personnel assignments
      Filters task steps by the equipment and/or personnel assigned to the task step.
    - Filter by expiry date and/or time
      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).
    - Apply a predefined Task List filter
      Predefined Filters are configured by an administrator, who sets the related criteria and values. Task List users can either enable or disable a predefined filter, but cannot modify its settings.
    - Create, save, and use a personal filter
      You can create and save one or more filter settings that allow you to focus the Task List according to specific criteria that you choose, such as task assignments. These filters can be viewed and used only by the operator who creates them.
    - Task List Filters
      Users can perform context sensitive filtering in the Task List, which focuses a list of tasks or task steps on specific criteria.
- Start Task
- Completed Task Information
- Electronic Signatures in the Task List

Filter tasks by categories

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.

About this task

Tip: To view the filtering categories associated with a task or task step, click the Details button.

Procedure

Log on to the Task List.
Click Filters.
To view or set a temporary filter, perform one of the following actions:
- In the Filter Criteria panel, select an option.
- Click the Available Filters panel, select the Quick Filter check box to display the Filter Criteria panel, and then select an option.
If you want to apply a temporary filter but have already selected one or more items under Predefined Filters, you must select the Quick Filter check box to set your filters.
Tip: You can also create and save your own personal filters for future use.
In the Categories field, select the check box, and then click Set Categories to select a preconfigured category.
The Universal Browser appears.
Select one or more categories, and then click OK.
The selected items are listed in the Categories section.
To accept new or modified filtering options, click Apply or Save.

Note: To exit without applying any filtering, click the Filters button on the control bar, and then click Yes in the Filters dialog box.
Optional: To remove a category, click .