Modifying task filters

Use the Task Filters application to change an existing task filter whenever the attributes or values used in a filter clause must be modified for any reason.

About this task

Task filters are identified by a unique name. You can modify the attributes and values that belong to a task filter, but you cannot modify the task filter name or filter type. If want to modify the settings in a task filter and give it a new name, create a task filter or use the Duplicate Task Filter control, modify the task filter's name and, depending on the filter clause, modify the filter type; then save the new task filter.

The steps for modifying a task filter follow.

Procedure

  1. On the List tab in the Task Filters application, select the task filter that you want to modify.
  2. Modify the fields on the task filter as required. You can perform the following actions:
    Action Description
    Add a new filter clause
    Note: You can create multiple attribute clauses for a task filter. If you create multiple clauses that specify different attributes, the system processes the clauses using logical AND between the clauses. If you create clauses that use the same attribute, the system processes the clauses using logical OR between clauses.
    1. In the Task Filter Clauses section, click New Row.
    2. In the Attribute field, click Select Value and select an attribute from the Select Value window.
    3. In the Value field, enter a value for the attribute that you selected in step 2.b.
    Change values in any of the fields
    1. Select the field to change.
    2. Type a new value or click Select Value to choose a value from a list.
    Delete a filter clause listed in the Task Filter Clauses section
    Note: You cannot delete a task filter if it is associated with a task defined in the Reconciliation Tasks application. If you attempt to delete a task filter associated with a reconciliation task, the system displays an error message.
    1. Select a filter clause and click the Mark Row for Delete icon. You can mark multiple rows.
    2. To cancel a deletion, click Undo Delete.
  3. When modifications are complete, click Save.


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