To apply a filter to load balance members in the Workflow Queue Administration window, click Apply Filter in the ribbon. The Filter Load Balance Members window is displayed.
To apply a filter:
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From the Look at drop-down list, select one of the following:
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User Groups- The filter will be based upon a list of OnBase user groups.
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Users- The filter will be based upon a list of OnBase users.
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In Filtered by, select one of the following:
Filtered By
Description
Specified Member
Select to apply a filter based on one or more specified members.
When User Groups is selected from the Look at drop-down list, select a user group from this drop-down list.
When Users is selected from the Look at drop-down list, select a user from this drop-down list.
The following check boxes are also available:
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Match case- Select to match case.
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Match whole word- Select to match the whole word.
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Use- Select to use Regular Expressions or Wildcards in your filter. After selecting one of these from the corresponding drop-down list, click the arrow to the right of the Specified Member drop-down list to choose from available operators:
Members of user group
Select to apply a filter based on members of a user group. Select a user group from the corresponding drop-down list.
Note:This filtering criteria is not available when User Groups is selected from the Look at drop-down list.
User(s) based on relationship in an org chart
Select to apply a filter based on a user's relationship in an organizational chart.
You can specify user(s) using any of the following drop-down lists:
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User Account- Select a user.
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Org Chart- Select an Org Chart.
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Relationship- Select a relationship. When Manager is selected, you can include peers by selecting the Include Peers check box.
Note:This filtering criteria is not available when User Groups is selected from the Look at drop-down list.
Members of Role
Select to apply a filter based on a user's role.
Note:This filtering criteria is not available when User Groups is selected from the Look at drop-down list.
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- To apply the filter, click Filter. To cancel, click Cancel.
- The filter is applied to the Workflow Queue Administration window.
After applying a filter, you can clear the filter by clicking Clear Filter in the ribbon.