Configure filter categories
With these filter categories, you enable employees to easily filter, organize, discover, and fulfill the tasks in a few clicks.
Before you begin
Role required: sn_hr_sp.esc_admin
Procedure
Navigate to All > Employee Center > Administration > To-dos filter categories.
Click New or open a record.
Fill in the fields on the form.
| Field | Description |
|---|---|
| Name | Name of the filter category. |
| Application | Application for the filter category. |
| Active | Check the box to activate the filter category for use. |
| Order | Order in which the filter category should be displayed. |
| Display on UI | Check the box to display the category on the UI. When this option is not selected, the filter is not shown on the filter bar.Note: When you do not select this option, the category appears only in the All filters modal. |
Select Save.
The Category is created and the related list Associated filters appears.
In the Associated filters list, Click New to associate filters to the category.
Fill in the fields on the form.
Field Description Category Category to which the filter is mapped. For example, Task type,Priority.Application Application for the filter category. Filter Filters or filter groups that are available for mapping with the category. Order Order in which the filter or filter group should be displayed in the category. Click Submit or Update.
The Filter category is created.
What to do next
Based on your mapping, you make the filters available for employees to use on the My tasks page.