Index

Speaking of Filters...

Filters allow to limit the information displayed on screen, assisting with data localization and visualization. Such data restriction is applied by entering values used as criteria to select data.

It is possible to customize the queries requests presentation and to decide in which columns or fields of the form, related to the selected process, must be submitted, as well as the order in which it will be presented, by which column the order requests should be made, and if sorting will be ascending or descending. This customization facilitates and expedites queries, the decision-making, and the task movements.

Date fields are not sorted by ascending or descending dates because it is impossible to sort them all in the Task Central, since dates have different types of formats.



Apply filters

01. From the main menu, press Task Central.

02. Press the tab that determines the request type to be viewed.

03. In the function bar, click Filter.

04. Enter the requested information to define which filter to apply on viewing requests.

Filter form fields vary according to the respective task type.

Process Tasks

Request
If the fields related to the request number have been completed, the filter will display process requests covered within the entered range. Example: by entering 1000 to 2000, the filter results will display all process requests with numbers within such range, which could result in a request of process ‘X’ under number 1359.
Requester
If completed, the filter will display only the process requests opened by the selected user.
Process
If completed, the filter will display only the process requests for the selected process.
Start Date
If completed, the filter will display only process the requests created within the entered range. Such range is defined based on relative dates, such as ‘tomorrow’, ‘this week’, or ‘last month’. Example: upon entering ‘This Month’, the filter will display all process requests created between the first and last days of the current month.
Deadline
If completed, the filter will display only process requests with completion deadlines within the entered range. Such range is defined based on relative dates, such as ‘tomorrow’, ‘this week’, or ‘last month’. Example: upon entering ‘This Month’, the filter will display all process requests with deadlines between the first and last days of the current month.
Person Responsible For
If completed, the filter will only display process requests in which the selected user is the person responsible for executing current activities.
Location
If completed, the filter will display only process requests available at the entered location.
Identifier
If completed, the filter will display only process requests containing the entered identifier.

Document Tasks

Code
If the fields related to the document code have been completed, the filter will only display documents within the entered range. Example: by entering 1000 to 2000, the filter will display all documents with codes within such range, which could result in document ‘X’ under number 1359.
Description
If completed, the filter will only display documents containing the entered description.
Version/Review
If completed, the filter will only display documents with the entered version/review.
Author
If completed, the filter will only display documents from the entered author.
Update
If completed, the filter will only display documents with respective update dates within the entered range. Such range is defined based on relative dates, such as ‘tomorrow’, ‘this week’, or ‘last month’. Example: upon entering ‘This Month’, the filter will display all documents with update dates between the first and last days of the current month.

05. Click on Select Visible Columns.

It is only possible to configure the filters visible columns which will be applied to processes, therefore it is not necessary to enter the process to be considered in the filter before you configure them. 

06. In the chart Available Columns, select the request data or form fields that should be displayed in columns.

07. Place the panning arrow to the right to send the selected data to the Selected Columns.

08. Set the columns order by using the panning arrows up and down, located on the right side of the Selected Columns.

09. In Sort by, select the data whereby the requests will be sorted.

10. Select if the sorting will be done in ascending or descending order.

11. Click Select.

12. Click Filter.



Edit Applied Filter

01. On the screen that shows the results for applied filter, click Edit filter.

02. Change the desired information on the applied filter.

Additional information about the fields can be found in Basic Path. 

03. Click Filter.

Upon clicking Filter, it will be presented requests considering changes done in the filter. 



Save Applied Filter

01. On the screen that shows the applied filter results, click Save filter.

02. Enter the filter name to be saved.

03. Click Save.

Upon clicking Save, the filter applied will be presented within the framework of saved filters, located in the upper left corner of the window, and can be used again later. 



Clear Applied Filter

01. On the screen that shows the results for applied filter, click Clear filter.

Upon clicking Clear filter, the filter set will no longer be considered and all existing requests will be presented. 


Apply Stored Filters

01. From the main menu, press Task Central.

02. Press the tab that determines the request type to be viewed.

03. In the chart No filter selected, select the filter you want to apply.

04. View requests displayed.



Save new filter

01. Select the Task Central feature in the main menu.

02. Access one of the task view options.

For more details about the task view options, check the Task Central feature. 

03. In the functions bar, click Filter.

04. The filter form screen will display, the fields relevant to the desired filter must be completed.

For more details regarding the filter fields available and how to apply a task filter, check the Filter feature.

05. Click Filter.

06. In the functions bar, click Save Filter.

07. Enter a name to identify the new filter.

08. Click Save.



Clear filter

01. Apply a filter.

For more details of how to apply a task filter, check the Apply Filter feature.

02. In the functions bar, click Clear Filter.



Clear Filter via Form

01. Apply a filter.

For more details of how to apply a task filter, check the Apply Filter feature. 

02. In the functions bar, click Active Filter.

03. The filter form screen is displayed, click Clear Filter.



Update filter

01. Select the Task Central feature in the main menu.

02. Access one of the task view options.

For more details about the task view options, check the Task Central feature.

03. In the functions bar, click Filter.

04. The filter form screen will be displayed; select the filter to be updated in the filter list.

05. Edit the desired fields.

For more details on available filter fields, refer to the Apply Filter feature. 

06. Click Update and Filter.


Delete a filter

01. Select the Task Central feature in the main menu.

02. In the list of filters, position the mouse over the filter you want to delete.

When you position the mouse over one of the filters in the list, the icon for deletion is displayed.

03. Click on the Delete icon.

04. In the delete confirmation message, click Confirm.



Remove Filter through Drag and Drop

01. Select the Task Central feature in the main menu.

02. In the list of filters, click and drag the desired filter out of the list.

03. In the delete confirmation message, click Confirm.



Order filters

01. Select the Task Central feature in the main menu.

02. In the filter listing, click and drag the desired filter to a new position in the listing.

Filter ordering allows you to organize them according to user preference. To facilitate and perform filter listing ordering, you use the drag and drop resource.




This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.