Views

You can use the views to sort or group tasks based on various attributes. You can also use the Create New View and Manage Views options to define additional views and hide or show views.

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 view.

Group by Origin

The Group By element will be Origin.

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 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
  • Record Due
  • 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 Origin, New Assignee, Business Process, Previous assignee, Reassigned On, and Record Number.

The date column of Reassigned on will retain user preferences.

Reassignment History - View settings

Columns

  • Origin
  • New assignee
  • Business Process
  • Previous assignee
  • Reassigned on
  • Record Number

Filters

  • 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

Sort By

String fields

View buttons

Note: 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. While you can use the settings to change the displayed information temporarily, you cannot save your changes.



Last Published Tuesday, October 8, 2024