Creating a custom filter

 

You can add a WorkflowClosed A series of tasks generated based on an event or form submission. Tasks tab with a custom filter for your own use.

You can create the tab with the custom filter on either the Tasks tab or Overview tab. Custom filters are created same way from either tab. The fields available for the filter are different as shown in the following table.

FieldClosed A field is a way to input information, often a question. Tasks tab Overview tab
Date Activated Yes  
Date Created   Yes
Date Owned Yes  
Description Yes  
Due Date Yes  
FormClosed A form is a questionnaire to gather information.   Yes
Owner Yes  
Queue Yes  
Risk RatingClosed The risk assessment history which changes over time based on the risk model assigned and other factors. Details include how the relationship is categorized, the services provided, the country risk, due diligence questionnaire responses, and custom fields. Yes Yes
StatusClosed Third-party Status used for searching, for example, Active or Inactive. Approval Status is a subset of the Status. See Approval Status. Case Status used for searching, for example, Only Open Cases or Only Closed Cases. Yes Yes
Third Party Yes Yes
Workflow Category Yes Yes
Workflow Created Yes  
Workflow ID Yes Yes
Workflow Initiator Yes Yes
Workflow Name   Yes
Workflow Subcategory Yes Yes

Completed workflows do not display on the Overview tab if the Preferences tab, Exclude Closed Workflows on Overview pages is selected. See Setting workflow preferences.

  1. From the Dashboard's left menu or the link at the top of the page, select Workflow.
  2. Select the Tasks tab or Overview tab.
  3. Select the button.
  4. Name the filter.
  5. Select the Add filter button.
  6. Drag a field from the left to the right then complete the following information, based on the field. Text entries are caseClosed Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action. sensitive.

    • Condition for a non-date field determines the relationship between the field and value. For example:

      • = (equal) or != (does not equal)

      • < (less than) or > (greater than)

      • <= (less than or equal to)

      • >= (greater than or equal to)

      • contains or does not contain matches a field based on a case sensitive partial definition (for example 'Risk' is contained in 'Risk Team')

    • Condition for a date field determines the relationship between the field and value. For example:

      • before: Select a date Value.

      • on or before: Select a date Value.

      • after: Select a date Value.

      • on or after: Select a date Value.

      • within last: Add a number then a Value of Days, Weeks, Months, or Years.

      • within next: Add a number then a Value of Days, Weeks, Months, or Years.

    • Value further specifies the filter based on the field and condition. A name may need to be exactly as displayed in the system such as Lastname, Firstname.

    • Logic can be any of the following:

      • And: All fields/conditions/values must be met for the taskClosed Part of a workflow that itemizes certain work to be completed. to be included in the result.

      • Or: At least one field/condition/value must be met for the task for the task to be included in the result.

      • Not: Any task with the field/value/condition specified will be omitted in the result.

  7. Select Save changes. The custom filter tab displays.

Manage the custom filter tab

Select the three dots on the tab to edit or delete the tab name or filter.