Filtering Tasks/Assignments

You can now use the search toolbar and the various search modes to search and filter assignments in the InBasket. Using the search toolbar, you can specify different search criteria and filter assignments in the search grid. You can also use these search modes: Hide Search Criteria, Simple Search, Advanced Search, and AML Search to create different search criteria.

To perform a simple search, type search terms into the blue search bar. You can use * or % as wildcards.

For example, the term ‘a*b’ in the Activity column searches for any Item beginning with ‘a’ and ending with ‘b’. You can use * on its own to select non-blank values. For columns with checkboxes, use 0 or 1, where 0 means not-checked.

The Saved Search enables you to retrieve searches that have been created previously.

Whenever you create a search, the Search Mode and search terms are saved automatically, when a user returns to an item the last search is automatically restored. After you have made a Search, you may save the Search, giving it a name, so that it can be retrieved and re-used, with or without modification, in the future. Each user can execute Saved Searches they have made in addition to searches shared by other users.

You can configure the InBasket grid similar to other search grids. The configuration includes rearranging, resizing, and hiding or showing columns in the grid. The changes you make are stored as preferences.