How to filter the To-Do list

Sy Fountaine
Sy Fountaine
in AppWorks #1

How can I filter the To-Do list based on a property in the folder?  For example, each folder contains a username, and I only want to show folders in which the username property matches the current user's username.  Thanks.

Tagged:

Comments

  • Robert Vignerot
    Robert Vignerot
    #2

    The short answer is you can't.  The ToDo list is a generic alert list intended to show work items needing a users attention across many different processes, and only contains generic process information, not process specific information.  if you are looking for something more process specific, you could consider using a Custom List.

     

    What is the real use case here?

  • Sy Fountaine
    Sy Fountaine
    #3

    There are tasks in the work process assigned to individual users.  However, I don't want to show tasks for any users other than for the current logged in user.  Now I've created a Custom List, but when clicking on one of its rows, I can't seem to open it as I would for a row appearing in the To-Do List.  Any advice?

  • Robert Vignerot
    Robert Vignerot
    #4

    SyF wrote:

    There are tasks in the work process assigned to individual users.  However, I don't want to show tasks for any users other than for the current logged in user. 

    If they are assigned to the user, why wouln't the user be the only only listed for the ToDo list role for the respective work items?

     

    As for the custom list, you'll want to include a column of type 'Folder' that is based on the eFolderID.  That is the easiest way at least.

  • Sy Fountaine
    Sy Fountaine
    #5

    The To-Do list role has just that, roles.  I cannot specify an individual user.  Consequently, when the user logs in and goes to the To-Do list he sees assignments for all people in his role, not just his tasks. I only want him to see his tasks.

  • Jerome_Pearce
    Jerome_Pearce
    #6

    Then you need to set up a calculated (aka dynamic) role based on the variable holding the username of the person the task is assigned to.

  • Robert Vignerot
    Robert Vignerot
    #7

    As Jerome says, you want to create your own dynamic role.  For example, you could call this "Assigned To", for the scope of the role, select the process this is for, and for the formula, add the business object variable (i.e. MyProcessData.txtAssignedTo).

Categories

image
OpenText CE Products
AppWorks
Gateway & Platform