Configure filter conditions

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

    • With these conditions, you enable employees to easily filter, 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 config filter conditions.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 1. Filter condition form
      Field Description
      Name Name of the filter condition.
      Application Application for the filter condition.
      Active Check the box to activate the filter condition for use.
      To-dos config To-dos configuration table. Select the approprite to-do config that suits your task type.
      Table Name of the table that the to-dos configuration is associated with. Table is automatically populated per the selected to-dos configuration.
      Condition Conditions that a task must meet. Use these additional conditions that help narrow-down the desired task.
      Add additional condition Check the box to add more conditions using the script.
    4. Click Submit or Update.
      The Condition is created.