Creating Filter Rules for Ad Hoc Tasks - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can create and configure rules that determine whether an ad hoc task should be displayed for execution for the currently selected item or items. As long as all of the configured rules return true when evaluated against the currently selected item or items, the ad hoc task is displayed; otherwise, it is not available for execution. If no items are currently selected, all tasks are displayed regardless of defined filter rules.

Note the following considerations regarding filter rules:

  • User interaction is not supported in filter rules.

  • Task lists for rules configured as filter rules are not executed regardless of the result of the rule evaluation. These rules are used strictly to determine whether or not an ad hoc task should be displayed.

  • Filter rules do not prevent a user from executing an ad hoc task if the user has access to it.

Once a filter rule has been configured for an ad hoc task, a Filter Rules folder is displayed under the task in the Repositories pane within the Workflow tab.

To create filter rules for an ad hoc task:

  1. In the Repositories pane within the Workflow tab, select the ad hoc task for which you would like to create filter rules, then right-click and select New | Filter Rule.
    A filter rule is displayed.
  2. Type the name of the new rule in the field.
    Any existing rules can be used as filter rules. Select an existing rule from the drop-down list.
  3. Press Enter. Continue configuring the filter rule as described in Configuring Rules.
    Note:

    The On True and On False task lists do not need to be configured. It is recommended that you not configure these for filter rules. The rule evaluation for a filter rule is used to determine if the ad hoc task should be displayed.