Configure filter categories

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sn_hr_sp.esc_admin

    Procedimento

    1. Navigate to All > Employee Center > Administration > To-dos filter categories.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Tabela 1. Filter category form
      Field Description
      Name Name of the filter category.
      Application Application for the filter category.
      Active Check the box to activate the filter category for use.
      Order Order in which the filter category should be displayed.
      Display on UI Check the box to display the category on the UI. When this option is not selected, the filter is not shown on the filter bar.
      Nota:
      When you do not select this option, the category appears only in the All filters modal.
    4. Select Save.
      The Category is created and the related list Associated filters appears.
    5. In the Associated filters list, Click New to associate filters to the category.
    6. Fill in the fields on the form.
      Tabela 2. Associated filters category mapping
      Field Description
      Category Category to which the filter is mapped. For example, Task type, Priority.
      Application Application for the filter category.
      Filter Filters or filter groups that are available for mapping with the category.
      Order Order in which the filter or filter group should be displayed in the category.
    7. Click Submit or Update.
      The Filter category is created.

    O que Fazer Depois

    Based on your mapping, you make the filters available for employees to use on the My tasks page.