Views

You can use the views to sort or group tasks based on various attributes. The following displays the views and their definitions:

View

Definition

All Tasks

Columns are in the following order.

  • Assignee
  • Company
  • Origin
  • Business Process
  • Record Number
  • Title
  • Record Due
  • Creation Date
  • Workflow Name

Other definitions are the same as in the Tasks log.

Group by Assignee

The Group By element will be Assignee.

Columns are in the following order.

  • Assignee
  • Company
  • Origin
  • Business Process
  • Record Number
  • Title
  • Record Due
  • Creation Date
  • Workflow Name

Other view attributes are the same as in the All Tasks.

Group by Origin

The Group By element will be Origin.

Columns are in the following order.

  • Assignee
  • Company
  • Origin
  • Business Process
  • Record Number
  • Title
  • Received
  • Creation Date
  • Workflow Name

Other view attributes are the same as in the Group by Origin in the Tasks log.

Group by Business Process

The Group By element will be Business Process.

Columns are in the following order.

  • Assignee
  • Company
  • Origin
  • Business Process
  • Record Number
  • Title
  • Received
  • Creation Date
  • Workflow Name

Other view attributes are the same as in the Group by Business Process in the Tasks log.

Reassignment History - log

It is important to maintain the reassignment history of tasks. The view Reassignment History will enable administrators to view all the past reassignments. When this view is active:

Toolbar option of Reassign will not be seen. All other toolbar options will remain as is.

Log columns will be Previous assignee, New assignee, Origin, Business Process, Record Number and Reassigned on.

The date column of Reassigned on will retain user preferences.

Reassignment History - View settings

Columns

Previous assignee

New assignee

Origin

Business Process

Record Number

Reassigned on

Filter fields

Previous assignee

New assignee

Origin

Business Process

Record Number

Reassigned on

The operators available will be dependent on the data type. In addition to the filter fields, the view definition will also have Number of Records.

Group By

String fields

View buttons

The view settings will only have Cancel and Apply. There can be only one view of this type and this is already provided by the system. Any changes made to the view cannot be saved.



Last Published Tuesday, June 4, 2024