Custom Job Overview in Asset Workflow

  • Updated

Create a Custom Job Overview to simplify job search and organization for Workflow users. This customized overview allows filtering by Workflow metaproperty to easily locate open jobs based on specific criteria.

The job overview includes default filters in your Asset Workflow. These preset filters are: campaign, responsible, involvement, reporter, and status.

Note

Share a specific filtered view with another user in the Asset Workflow by applying filters in the custom job overview, then simply copy and share the URL

How to enable this feature in your portal?

Contact your Customer Success Manager to enable this feature in your portal. 

How to Create a Custom Job Overview

  1. Navigate to the Workflow tab.
  2. Select All Jobs >, which is located in the right-hand corner.
  3. Select Add Job Filter or select 
  4. Open the Filter or Column dropdown and select one of the available filters/columns. 
  5. (Optional) Select Custom Label to set up the custom labels for all available portal languages.
  6. Repeat steps 4-5 to add additional filters/ columns.
  7. Select Save.

Search Bar

The search bar/filter is named Contains text, and it is automatically included but can also be added to a personalized filter configuration to specify its display order.

How to Edit a Custom Job Overview

  1. Navigate to the Asset Workflow tab.
  2. Select All Jobs > in the right-hand corner.
  3. Select next to the filter to delete.
  4. Select next to the filter to hide. 
  5. Click Save.

Limitations

  • You currently cannot filter by Date Metaproperty type.

FAQ

Can I switch back to the default job overview screen?

Yes, to switch back to the default filter setup, remove all custom job filters by clicking remove_cross.pngnext to each one.

  1. Remove all custom column filters by clicking remove_cross.png next to each custom column.
    Note
    This action is permanent and cannot be undone.
  2. Click Save to save the changes and switch to the default filter and column setup.

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