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English
  • Multidomain MDM 10.5
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Linking a Chart to the Task Manger

Linking a Chart to the Task Manger

Link a chart to the Task Manager, and configure the filter criteria. When
Data Director
 users select data in the chart, they navigate to the
Task Manager
 tab. The
Task Manager
 tab displays tasks based on the configured filter criteria.
Before you begin, create the Chart component.
  1. Click
    Configuration
    Component Editor
    .
    The
    Component Editor
     appears.
  2. From the component type list, select
    Chart
    , and then select the Chart component you want to configure.
    The Chart node appears in the tree view panel.
  3. In the tree view panel, click the
    Add
     icon, and then select
    Task Manager
    .
    The Task Manager node appears in the tree view panel.
  4. Configure the filter criteria for the Task Manager.
    1. In the
      Task Manager Tab
       field, select the quick filter tab that you want to open in the Task Manager.
    2. Optionally, to filter the tasks using a search term, in the
      Search Criteria
       field, enter the search term.
    3. Optionally, to filter the tasks using custom filters, in the
      Filters
       section, click the
      Add
       icon, and then configure filters.
    For example, you might select the
    All Tasks
     tab, enter John as the search team, and add the Task Type filter.
  5. Click
    Apply
    .
  6. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
You updated the Chart component and linked the chart to the Task Manager. You can add the Chart component to a
Home
 page layout or additional page layout.
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