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| Painel |
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- Process: Process to be filtered (so that the search fields can be specified).
| Informações |
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| The Select visible columns button is displayed after you select a process, allowing you to define the columns to be displayed in the central’s result after the filter process is complete. You can select between “Request Data” and “Form Data”, if the form has descriptor fields. In addition, on the Select Visible Columns screen, you can select one of the fields that were selected in the “Order by” option, enabling ordering activities using that filter in the initial search of the filter (limited to tabs that are not related to the Manager). Possible Request data options are: - Request: Request number.
- Description: Activity description.
- Requester: User making the request.
- Location: Name of the State where the activity is.
- Person in charge: User responsible for the current activity.
- Identifier: Form record identifier assigned to the process.
- Deadline: Date by which the activity has to be completed.
- Requester Registration: Requester user registration.
- Process Code: Process identifier.
- Process Version: Version of the process to which the request is associated.
- Movement Number: Current movement of the request.
- Activity Code: Numeric code of the current activity.
- Opening: Opening date of the request.
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- Location: Description of the activity where the process is.
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06. Click Save.
In the records on the filter search screen, you can define them as public (by clicking the button directly on the record), so that any user can view the process in their task central as a shared process. There is also the possibility to share the filter with a user group. In this case, if the user has access to the Process Filters screen, they also can change the information in this process, but cannot perform this action directly from the central, where it is also displayed as a shared filter as well as the public ones.
Edit filter
01. Select the filter you want to edit and click Edit.
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