To Filter Tasks Based on an Advanced Search

To filter tasks based on an advanced search:

Mapped attribute labels can be used in an advanced search if you select task types for which mapped attribute mappings have been defined.

See How To Map Attributes, for more information.

  1. Click Advanced.
  2. (Optional) Check Save Search As View, provide a view name, and use the Display tab to provide other information, as shown in Figure 32-5 and Figure 32-6.

    Figure 32-5 Worklist Advanced Search—Definition Tab

    Description of Figure 32-5 follows
    Description of "Figure 32-5 Worklist Advanced Search—Definition Tab"

    Figure 32-6 Worklist Advanced Search—Display Tab

    Description of Figure 32-6 follows
    Description of "Figure 32-6 Worklist Advanced Search—Display Tab"

    Table 32-4 describes the advanced search view columns available in the Display tab.

    Table 32-4 Advanced Search—View Columns

    Column Description

    Start Date

    The start date of the task (used with ToDo tasks).

    Task Definition Name

    The name of the task component that defines the task instance.

    Owner Role

    The application role (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is an application role, this field is set.

    Updated Date

    The date the task instance was last updated.

    Composite Version

    The version of the composite that contains the task component that defines the task instance.

    Creator

    The name of the creator of the task.

    From User

    The from user for the task.

    Percentage Complete

    The percentage of the task completed (used with ToDo tasks).

    Owner Group

    The group (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is a group, this field is set.

    End Date

    The end date of the task (used with ToDo tasks).

    Composite

    The name of the composite that contains the task component that defines the task instance.

    Due Date

    The due date of the task (used with ToDo tasks).

    Composite Distinguished Name

    The unique name for the particular deployment of the composite that contains the task component that defines the task instance.

    Task Display URL

    The URL to display the details for the task.

    Updated By

    The user who last updated the task.

    Outcome

    The outcome of the task, for example Approved or Rejected. This is only set on completed task instances.

    Task Namespace

    A namespace that uniquely defines all versions of the task component that defines this task instance. Different versions of the same task component can have the same namespace, but no two task components can have the same namespace.

    Approvers

    The approvers of the task.

    Application Context

    The application to which any application roles associated with the tasks (such as assignees, owners, and so on) belong.

    Owner User

    The user (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is a user, this field is set.

    Identifier

    The (optional) custom unique identifier for the task. This is an additional unique identifier to the standard task number.

    Category

    The category of the task.

    Acquired By

    The name of the user who claimed the task in the case when the task is assigned to a group, application role, or to multiple users, and then claimed by the user.

    Component

    The name of the task component that defines the task instance.

    Original Assignee User

    The name of the user who delegated the task in the case when the user delegates a task to another user.

    Assigned

    The date that this task was assigned.

    Partition

    The domain to which the composite that contains the task component that defines the task instance belongs.

    Title

    The title of the task.

    Number

    An integer that uniquely identifies the task instance.

    Priority

    An integer that defines the priority of the task. A lower number indicates a higher priority—typically numbers 1 to 5 are used.

    Assignees

    The current task assignees (users, groups or application roles).

    State

    The state of the task instance.

    Created

    The date that the task instance was created.

    Expires

    The date on which the task instance expires.

    Custom Date 1

    Custom flex field 1 with Date data type

    Custom Date 2

    Custom flex field 2 with Date data type

    Custom String 1

    Custom flex field 1 with String data type

    Custom String 2

    Custom flex field 2 with String data type

    Custom Number 1

    Custom flex field 1 with Number data type

    Custom Number 2

    Custom flex field 2 with Number data type

    The saved view appears in the Views pane under My Views, as shown in Figure 32-7.

    Note:

    When a user view is created, and there are multiple versions of the same composite deployed, then selecting the task type with a particular version, for example, 'TestCompositeHumanTask2.0 ' does not ensure that only the tasks corresponding to this version are filtered. Instead use the task definition id column in the conditions, apart from selecting the task type, to get the correct result.

  3. Select an assignee, as shown in Figure 32-8.

    Figure 32-8 Worklist Advanced Search

    Description of Figure 32-8 follows
    Description of "Figure 32-8 Worklist Advanced Search"
  4. Add conditions (filters), as shown in Figure 32-9.

    Figure 32-9 Adding Filters for an Advanced Search on Tasks

    Description of Figure 32-9 follows
    Description of "Figure 32-9 Adding Filters for an Advanced Search on Tasks"

    Table 32-5 describes the available conditions.

    Table 32-5 Advanced Search—Conditions

    Condition Description

    User Conditions

    -

    Acquired By

    The name of the user who claimed the task in the case when the task is assigned to a group, application role, or to multiple users, and then claimed by the user.

    Approvers

    The approvers of the task.

    Creator

    The name of the creator of the task.

    From User

    The from user for the task.

    Original Assignee User

    The name of the user who delegated the task in the case when the user delegates a task to another user.

    Owner Group

    The group (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is a group, this field is set.

    Owner Role

    The application role (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is an application role, this field is set.

    Owner User

    The user (if any) that owns the task instance. Task owners can be application roles, users, or groups. If the owner of the task is a user, this field is set.

    Updated By

    The user who last updated the task.

    Advanced Conditions

    -

    Application Context

    The application to which any application roles associated with the tasks (such as assignees, owners, and so on) belong.

    Component

    The name of the task component that defines the task instance.

    Composite

    The name of the composite that contains the task component that defines the task instance.

    Composite Distinguished Name

    The unique name for the particular deployment of the composite that contains the task component that defines the task instance.

    Composite Version

    The version of the composite that contains the task component that defines the task instance.

    Partition

    The domain to which the composite that contains the task component that defines the task instance belongs.

    Task Display URL

    The URL to display the details for the task.

    Basic Conditions

    -

    Category

    The category of the task.

    Identifier

    The (optional) custom unique identifier for the task. This is an additional unique identifier to the standard task number.

    Number

    An integer that uniquely identifies the task instance.

    Outcome

    The outcome of the task, for example Approved or Rejected. This is only set on completed task instances.

    Percentage Complete

    The percentage of the task completed (used with ToDo tasks).

    Priority

    An integer that defines the priority of the task. A lower number indicates a higher priority; typically numbers 1 to 5 are used.

    State

    The state of the task instance.

    Task Definition Name

    The name of the task component that defines the task instance.

    Task Namespace

    The namespace of the task.

    Title

    The title of the task.

    Time Conditions

    The category of the task.

    Assigned

    The date that this task was assigned.

    Created

    The date that the task instance was created.

    Due Date

    The due date of the task (used with ToDo tasks).

    End Date

    The end date of the task (used with ToDo tasks).

    Expires

    The date on which the task instance expires.

    Start Date

    The start date of the task (used with ToDo tasks).

    Updated Date

    The date that the task instance was last updated.

    Custom Conditions

    -

    Custom Date 1

    Custom flex field 1 with Date datatype

    Custom Date 2

    Custom flex field 2 with Date datatype

    Custom String 1

    Custom flex field 1 with String datatype

    Custom String 2

    Custom flex field 2 with String datatype

    Custom Number 1

    Custom flex field 1 with Number datatype

    Custom Number 2

    Custom flex field 2 with Number datatype

  5. Select Any or All for matching multiple filters.
  6. Add parameter values, shown in Figure 32-10.
  7. Specify whether to share either this view's definition or its data, and the users or groups to share it with.
  8. Click Search.

    The task list appears with the tasks filtered according to your criteria.