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Finding Tasks

The Workspaces Task list shows tasks from the active task queue that satisfy the criteria defined for the current view. This may result in a large number of tasks which you might want to further refine. Searching, filtering and sorting can help you to focus on the tasks that are important to you right now.

Searching and filtering are similar in that both reduce the number of tasks in the Task list by matching desired field values. However, there are some key differences between searching and filtering:

  • Searching looks at every text field (column) in the Task list, whereas filtering is targeted at specific fields.
  • Searching compares the same text to every field, whereas filtering allows you to look for a different value in each field.
  • Searching is supported for text fields only, whereas filtering is supported on several types of data including text and dates.

Searching for Tasks

The active queue may contain many tasks, perhaps more than the number of tasks that can be displayed in one Task list page, so you may not be able to see the ones you need to work with in the Task list. Searching allows you to refine the list of tasks displayed to show just those relevant to what you are looking for.

When you click Search, the Tasks page enters a search mode, replacing the view information (Current View and Task Count) with a Search Text field and a Close Search button. Click Close Search to exit the search mode, restoring the view information and clearing the search criteria. The Task list isrefreshed to show only tasks that match the current view and filter selections.

While the search mode is active, you can enter text that you want to search for in the Search Text field. As you type, the incremental text entered is compared with all the fields (columns) in the Task list and only those tasks that have one or more fields that match the Search Text are displayed.

Note

Searching finds only those tasks with fields that exactly match the Search Text; partial match is not currently supported. However, searching is case-insensitive; that is, it treats uppercase and lowercase characters as the same.

A search remains active until you exit the search mode. If you select a task from the Task list while a search is active, when you subsequently return to the Tasks page, the search will still be active. This is indicated by the reduced Task Count. You can click Search to enter search mode again and view, change or clear the search criteria.

Filtering the Task list

The active task queue may contain a lot of tasks, sometimes too many to scroll through when you are looking for something specific. Filters can help you to find the tasks you need by hiding tasks that are not relevant to what you are looking for right now. You can apply filters to the Task list by selecting a view or by direct selection from the Filter selector.

A filter is a requirement that must be satisfied for a task to appear in the Task list. A filter requirement specifies a value or values for a Task list column; any task that matches the specified values for the specified column satisfies the filter requirement. Multiple filters can be defined at the same time. Only tasks that satisfy all the current filters will appear in the Task list.

To view the current filters, click the Filter button. The Filter selector is displayed showing all the filters that are currently applied to the Task list. Each filter allows you to select a value or set of values associated with a column. Filters are applied to the Task list immediately after values are selected.

Journey Workspaces supports several types of filter.

  • Single-select – A single value selected from a predefined list of values.
  • Multi-select – Multiple values selected from a predefined list of values.
  • Date – A single date or a date range.
  • Text – Similar to searching but applied to a single column.

When you click a single-select or multi-select filter field, a drop-down list appears populated with a predefined list of values. For a single-select filter, select a value from the dropdown list to filter on. For a multi-select filter, you can select one or more values from the dropdown list.

When you click a date filter field, the date picker is displayed. To filter on a single date, click the date you want to filter on. Once you’ve selected a date, you can click a second date if you want to define a date range filter. Click the previous/next month buttons to browse to and select dates in other months.

To filter on a text field, click the field in the Filter selector and enter the filter value.

Note

Like searching, text filters find only those tasks that exactly match the filter criteria; partial match is not currently supported. However, text filters are case-insensitive; that is, they treat uppercase and lowercase characters as the same.

To clear a filter on a column, choose All from the column’s dropdown list.

To clear all filters you have selected, click Reset.

Note

When you clear all filters, the current view remains selected and any filters defined for that view are still applied or re-applied if you had changed them.

Click outside the Filter selector to close it.

Sorting the Task list

Task list items are displayed in an order determined by the current sort selection. This is indicated by a small arrow on the right-hand side of a column name in the Task list. An up arrow (↑) next to a column name indicates the Task list items are sorted by the column values in ascending order, while a down arrow (↓) indicates tasks are sorted by the column values in descending order.

Sort - Ascending order

Sort - Descending order

You can determine whether a column is available to use for sorting by pointing your mouse pointer at a column heading. If your mouse pointer changes to the hand pointer and a Sort tooltip is displayed, you can sort by the column. To change the sort order, click the column name. If you click the column name for the current sort selection, sorting will alternate between ascending and descending order.