Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Sorting and Filtering Tasks

Sorting and Filtering Tasks

You can sort and filter the list of tasks in the task inbox. For example, you might want to review edited records before you review merge proposals.
The task inbox contains quick filters and column filters. You can use these filters in combination to get specific results. For example, to see high priority tasks assigned to you, select the
My Open Tasks
quick filter and set the Priority column filter to
High
. In logical terms, filters are joined by the AND operator.
You can set one column filter at a time. For example, you can narrow your list to Organizations and then further restrict the results to show only the Merge tasks for organizations.
  1. In the navigation bar, click
    Home
    .
    The task inbox appears.
  2. To sort the list of tasks by a field, click the column heading with that field name.
    For example, to sort tasks by task type, click the
    Task Type
    column heading.
    Sorts the tasks based on the values in the selected column. An up arrow beside the column heading indicates that the values are sorted in ascending order. A down arrow indicates descending order.
    By default, the task inbox sorts tasks case insensitively. If the number of tasks to sort is more than the value of the
    CompositePagerTotalRecords
    property, case-sensitive sorting is database dependent. For more information about the
    CompositePagerTotalRecords
    property, see the
    Multidomain MDM Data Director Implementation Guide
    .
  3. To filter the list of tasks, set filter criteria in any order.
    • To filter tasks by the most commonly used criteria, select one of the following quick filters:
      Filter
      Description
      My Open Tasks
      Shows your open tasks.
      My Closed Tasks
      Shows the tasks that you closed.
      All Tasks
      Shows all the closed, claimed, and unclaimed tasks that are assigned to your user group.
      All Unclaimed Tasks
      Shows all the unclaimed tasks that are assigned to your user group.
      All Closed Tasks
      Shows all the tasks that the users in your user group closed.
      All Claimed Tasks
      Shows all the tasks that the users in your user group claimed.
    • To filter tasks based on the values of column headings, enter appropriate values for the following column headings:
      Option
      Description
      Task Title
      Shows tasks that contain the specified text. Enter the text that you want to search for in the task titles.
      Type
      Shows tasks with the selected task type. Select a task type from the list, such as
      Final Review
      or
      Merge
      .
      Priority
      Shows tasks with the selected priority, such as
      High
      . Select a priority from the list.
      Due Date
      Shows tasks that are overdue or due in a specific period. Select a due date option from the list.
      Status
      Shows tasks with the selected status, such as
      Open
      or
      Closed
      . Select a status from the list.
      Owner
      Shows tasks that are assigned to the user. Enter a user name.
      Creator
      Shows tasks that the specified user created.
      Creation Date
      Shows tasks that are created during a specific period of time. Select a creation date option from the list, such as
      Last 7 days
      or
      Custom range
      .
  4. To remove filters, click the
    Clear Filter
    icon.