Filtering Load Balanced Members - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

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:

  1. From the Look at drop-down list, select one of the following:
    • User Groups- The filter will be based upon a list of OnBase user groups.

    • Users- The filter will be based upon a list of OnBase users.

  2. 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:

    • Match case- Select to match case.

    • Match whole word- Select to match the whole word.

    • 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:

    • User Account- Select a user.

    • Org Chart- Select an Org Chart.

    • 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.

  3. To apply the filter, click Filter. To cancel, click Cancel.
  4. 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.