Add a 'filter' view to the workflow task list (or a second level of grouping for tasks)
This idea was sent to my by a customer: It would be great if we could have 2 level of organization for the task. If you had a primary name and a secondary name DW could display all tasks with the primary name in one tab and when you click on it, you would have a drop down of all secondary names. It could be very useful for us as we do have many offices that have the same task. In this example, we have 2 main tasks (Small Bills and Supplier Invoice) . Most users have access to one task, but our administrative personnel need to process them all making their task view very crowded (see attached file). It would be great for them to have 2 tabs, one Small Bills and one Supplier Invoice and when they click on that tab they would have a drop down of all the different offices.(similar to what we have when you click on the arrow on the right side when there are too many tabs)
I know you could have a single workflow and they could sort the workflow based on metadata (ie. branch), however when processing hundreds of invoices, it makes the list long. When they are in their AP application, they work on a single branch at a time, so what he is asking for makes sense. This would allow you to 'filter' the tasks in a workflow based on a defined metadata field so that you could only see the ones you are currently working on at any given time.
Wayne Hodgson
shared this idea
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