Create filters or filter groups

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • With these filters and filter groups, you enable employees to easily filter, organize, discover, and fulfill the tasks in a few clicks.

    Before you begin

    Role required: sn_hr_sp.esc_admin

    Procedure

    1. Navigate to All > Employee Center > Administration > To-dos filters.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 1. Filter form
      Field Description
      Name Name of the filter or filter group.
      Application Application for the filter or filter group.
      Active Check the box to activate the task filter or filter group.
      Is filter group Option to create a filter group. Filter group can be associated with filters or categories only.
      Available for Option to make the filter available for only to select users, groups, roles, and more.
      Note:
      This field does not appear when you select Is filter group.
      Not available for Option to make the filter unavailable for.
      Note:
      This field does not appear when you select Is filter group.
      Description Descriptive information about the filter.
    4. Select Save.
      The Filter or Filter group is created.

    What to do next

    Proceed to associate the categories, filters, and conditions from the related list. From the related list, select category for the filter. Select a category from the list available from the picker dialog box.
    Note:
    Associate a filter to only one category or filter group.
    If you do not select any specific category or filter group, the filter is not visible on the My tasks page.

    Complete the following mapping per your requirement.

    • For filter group, map Associated categories and Filters. Also, go to the Associated filters related list, click New, and fill in the form to add more filters.
    • For filters, map Associated categories and Associated conditions. For sub-filters, map only Associated conditions as you cannot map a sub-filter to a category.
    Based on your mapping, you make the filters available for employees to use on the My tasks page.