Identify a field as a filter field

Any field in a topic workflow configuration can be identified as a filter field. A filter field appears in the Select Filter drop-down list on the Filter bar of the Topics and Actions tables. Using filter fields, you can limit the number of rows that appear in the Topics and Actions tables to only those that match the value selected for this field.

Note:

• Only fields that store a limited number of values (no more than 50 but, typically, less) should be identified as filter fields, as longer lists can become difficult for users to navigate effectively.
• The first 30 characters of each field value are shown in the drop-down list. Longer values are shortened to 30 characters.

1. In the left navigation pane, click the Settings icon ().
2. In the Configure System section, click Manage Topic Workflow Configurations.
3. Click the Row Action menu () for a configuration, and then click Manage Fields.
4. Add or edit the field, as necessary.
5. Check Display as filter field.
6. Click Save.