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12-22-2022 11:09 PM
Hello
In 'To-dos Configuration' > 'Approvals - Completed', I would like to sort the record from newest to oldest but I cannot find where to set it up. Anyone can help on this?
Solved! Go to Solution.
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12-22-2022 11:36 PM
Hi @Bird1 ,
The default order for to-dos is due date. If you have too many filters and find that performance is affected, you can order the to-dos by filter. To order by filter, you must enable filter prioritization and assign priority numbers for each filter.
If you want to modify:
There are two ways-
1. Create or modify a to-dos filter for the to-dos page in the Employee Center or Employee Center. Each to-dos filter is associated with a table that is an extension of the Task [task] table, and you can associate one filter per table. You can use a condition builder to specify the conditions that a task must meet for it to appear on the user's to-dos page. You can also define the appearance of the to-dos configuration header.
Navigate to Employee Center > Administration > To-dos Configuration > NEW
Here in the conditions you will have to mention your desired conditions as how yu want the to-dos to appear.
2. If you are ordering the to-dos by filter instead of due date, you must enable the sn_hr_sp.todos_config_display_with_priority property, add the Display priority field to the to-dos configuration form, and assign each to-dos filter a priority number. The to-dos will then be sorted by the filter they are associated with. Within each filter, the to-dos will be sorted by due date.
- Enable the sn_hr_sp.todos_config_display_with_priority property.
- In the navigation filter, enter sys_properties.list.
The System Properties list is displayed.
- Open the sn_hr_sp.todos_config_display_with_priority property.
- In the Value field, set the value to true.
- In the navigation filter, enter sys_properties.list.
- Add the Display priority field to the to-dos filter form.
- Navigate to Employee Center > Administration > To-dos Configuration.
- Or, navigate to Employee Center Pro > Administration > To-dos Configuration
- Open a record.
- In the to-dos configuration form header, click the menu icon and navigate to Configure > Form Layout.
Note: Ensure you are in the Employee Center Core application.
- Move the Display priority field to the Selected column.
- Click Save.
- Set the priority number for each to-dos filter.
- Navigate to Employee Center > Administration > To-dos Configuration.
- Open a to-dos filter record.
- In the Display priority field, set the priority number.
- Repeat the process for each filter.
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12-22-2022 11:36 PM
Hi @Bird1 ,
The default order for to-dos is due date. If you have too many filters and find that performance is affected, you can order the to-dos by filter. To order by filter, you must enable filter prioritization and assign priority numbers for each filter.
If you want to modify:
There are two ways-
1. Create or modify a to-dos filter for the to-dos page in the Employee Center or Employee Center. Each to-dos filter is associated with a table that is an extension of the Task [task] table, and you can associate one filter per table. You can use a condition builder to specify the conditions that a task must meet for it to appear on the user's to-dos page. You can also define the appearance of the to-dos configuration header.
Navigate to Employee Center > Administration > To-dos Configuration > NEW
Here in the conditions you will have to mention your desired conditions as how yu want the to-dos to appear.
2. If you are ordering the to-dos by filter instead of due date, you must enable the sn_hr_sp.todos_config_display_with_priority property, add the Display priority field to the to-dos configuration form, and assign each to-dos filter a priority number. The to-dos will then be sorted by the filter they are associated with. Within each filter, the to-dos will be sorted by due date.
- Enable the sn_hr_sp.todos_config_display_with_priority property.
- In the navigation filter, enter sys_properties.list.
The System Properties list is displayed.
- Open the sn_hr_sp.todos_config_display_with_priority property.
- In the Value field, set the value to true.
- In the navigation filter, enter sys_properties.list.
- Add the Display priority field to the to-dos filter form.
- Navigate to Employee Center > Administration > To-dos Configuration.
- Or, navigate to Employee Center Pro > Administration > To-dos Configuration
- Open a record.
- In the to-dos configuration form header, click the menu icon and navigate to Configure > Form Layout.
Note: Ensure you are in the Employee Center Core application.
- Move the Display priority field to the Selected column.
- Click Save.
- Set the priority number for each to-dos filter.
- Navigate to Employee Center > Administration > To-dos Configuration.
- Open a to-dos filter record.
- In the Display priority field, set the priority number.
- Repeat the process for each filter.
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03-08-2023 03:23 AM
Is it possible that this does not change the order as wished?
As far as i undertand it, i have 5 records if i navigate to 'Employee Center Core'->'Admin'->'To-Do Config'.
These 5 records basically set up the query for all the records shown in the widget, splitted by 'Completed' and 'Open'.
If i now go through your steps from your second approach, i can now add priorities to those 5 queries. But does this really change/matter in the end?
Its hard for me to grasp how this would lead to my requirment being solved that those records there are supposed to be sorted on there 'created'-value. In order to achieve this, i would have to state somewhere that the sort is supposed to base on the 'created'-value instead of the 'due date'-value or whatever the ootb-config does
thanks in advance!
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11-13-2023 07:51 PM
Hi @Luca Michalczyk - What you've done for displaying the approvals/tasks from latest to oldest ? Is there something we have to do in scripts.
As @Community Alums - stated above it is mentioned to sort through priority, I guess this in my case will not work, but still I was unaware where to sort this through created