Adding, editing, and removing filters | HCL Digital Experience
Filters provide specialized views for tasks. You can separate tasks according to the back-end systems where the tasks originate, or by a particular context. When you add filters, the Unified Task List portlet displays tasks that are separated according to the task provider instance. For example, you can add a filter for tasks that come from IBM® Business Process Manager so that these tasks are not displayed with other Unified Task List portlet tasks.
Adding filters
Procedure:
- Log in to HCL Portal with administrative access to the Unified Task List portlet.
- Access the Unified Task List portlet configuration view and select Filters from the navigation menu. The Filters window opens.
- Select Add.
- Enter a name for the filter in the Name field.
- In the Resource Key field, enter a resource key.
- From the list, select the task provider instances to include in the filter.Note: You can apply the filter to multiple task provider instances. Select the add icon to add more task provider instances.
- Select Apply to add the new filter.
- Select Apply to save the Filters configuration.
Editing filters
Procedure:
- Log in to HCL Portal with administrative access to the Unified Task List portlet.
- Access the Unified Task List portlet configuration view and select Filters from the navigation menu. The Filters window opens.
- Click the name of the filter to be modified.
- Enter a name for the filter in the Name field, if required.
- Enter a new resource key in the Resource Key field, if required.
- Add or remove Task Provider Instances.
- Select Apply to add the new values of the filter.
- Select Apply to save the Filters
configuration.Note: If the Resource Key is modified, complete these additional steps:
- Select OK to close the configuration page.
- Select Edit Shared Settings from the Unified Task List portlet context menu.
- From the Configure List of Visible Filters list, select the edited filter and select Add.
- Select Apply to save the Filters configuration.
- Select OK to close Edit Shared Settings view.
Removing filters
Procedure:
- Log in to HCL Portal with administrative access to the Unified Task List portlet.
- Access the Unified Task List portlet configuration view and select Filters from the navigation menu. The Filters window opens.
- Select the filter that you want to remove then select Remove.
- Select Apply to save the Filters configuration.