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Basic Task Roles Filter Configuration

For an overview of this topic, see Configuring Task Role Filters.

In the Process Central configuration file (

.avcconfig

file), you can modify the default configuration in the Task Role Filters section as follows.

To add a new role to the Role list:

The base set of roles include the WS-HT roles of user (potential owner), administrator (business administrator), initiator (task initiator) and stakeholder. You may have your own role names to add, based on the WS-HT roles.

In the following line of the file, add an id of your choosing and fill in a name attribute for the Role name to be displayed.

<tns:taskRoleFilterDef id="FILL_IN_ROLE_NAME" name="FILL_IN_ROLE_NAME">

To add a new item to the Show list:

The base set of Show items displayed includes All, Unclaimed and Claimed.

In the following line of the file, add an Id and fill in a name attribute for the filter name to be displayed in the Show list.

<avccom:taskFilterDef id="FILL_IN_TASK_FILTER_ID" name="FILL_IN_TASK_FILTER_NAME">

To add a new category folder to the Task list:

The base set of categories includes Notifications, Open tasks and Closed tasks.

In the following line of the file, add an Id and fill in a name attribute for the category name to be displayed in the Task list.

<tns:taskFilterCategoryDef id="FILL_IN_FILTER_CATEGORY_ID" name="FILL_IN_FILTER_CATEGORY_NAME">

To show or hide folders for specified users and groups:

You can specify which users and groups can view the new folders you add. Using the Identity Service enabled in Process Server, copy the Role names associated with users and groups. If all users should see the new folders, remove the

<role>

elements.

Do not leave a

<role>

element as shown in the default, and do not leave the element empty because it means no one is allowed to see the folders.

<avccom:allowedRoles>  
   <avccom:role>FILL_IN_ROLE_1</avccom:role>
   <avccom:role>FILL_IN_ROLE_2</avccom:role>
</avccom:allowedRoles>

You must delete the

<roles>

if you do not intend to specify user roles. The default value means that a user must be in the FILL_IN_ROLE_1 group to view the folder.

Example Configuration:

<tns:taskRoleFilterDefs>
  <!-- for All users in the Role picklist -->
  <tns:taskRoleFilterDef id="All_Role" name="All">
       <!-- New folder -->
      <tns:taskFilterCategoryDef id="Loan_Apps" name="New Car Loans">
           <!--  Display the folder to these users and groups -->
          <avccom:allowedRoles>
             <avccom:role>group_Auto</avccom:role>
             <avccom:role>gDriver</avccom:role>
          </avccom:allowedRoles>
          <!--  Add this filter to the Show picklist -->
          <avccom:taskFilterDef id="auto_loans" name="InProgress">
       </tns:taskFilterCategoryDef>
    </tns:taskRoleFilterDef>
  </tns:taskRoleFilterDefs>

For advanced configuration, see the following:

Configuring Custom Columns for Task Roles Filtering

Configuring a GetMyTasks Filter with a WhereClause

Configuring a RSS or Atom Feed Filter

Configuring Task Role Filters

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