Any field in a topic workflow configuration can be identified as a filter field. A filter field appears above tables of topic-related data, such as the table of topics on the Topics page, and includes a drop-down list containing all of the values that have been entered for this field. Using filter fields, users can limit the number of rows that appear in a table to only those that match the value selected for this field.
For example, you might define the Assigned to user field as a filter field so that users can choose to view only topics assigned to themselves.
Note that:
· 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.
· All of the filter fields appear in a single line above a table. Only four or five filter fields appear before horizontal scrolling or wrapping is required.
· If an attachment field is identified as a filter field, it appears above tables of topic attachments and above tables of action attachments.
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.