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 Contact to enable this feature in your portal.
How to Create a Custom Job Overview
- Navigate to the Workflow tab.
- Select All Jobs >, which is located in the right-hand corner.
-
Hover over the Pencil Icon to "Edit View"
- Open the Filter or Column dropdown and select one of the available filters/columns.
-
(Optional) Select Custom Label to set up the custom labels for all available portal languages.
- Repeat steps 4-5 to add additional filters/ columns.
- 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
- Navigate to the Asset Workflow tab.
- Select All Jobs >
in the right-hand corner.
- Select
next to the filter to delete.
- Select
next to the filter to hide.
- 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 next to each one.
-
Remove all custom column filters by clicking
next to each custom column.
Note
This action is permanent and cannot be undone. - Click Save to save the changes and switch to the default filter and column setup.