Mike S1
Tera Contributor

Let's start to look at the other half of the configurations for Enhanced Requests experience, Filter definitions. This is from the July 2025 quarterly release for Employee Center.  Onto the lower tier of filtering options.

 

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Status is one of the Filter by values available in the system by default and shows up as a Choice type. Each option in the drop down list can be configured per table to define exactly what is a match for it. Also you can mark them to Apply on load which automatically filters the widget when it loads on the portal.

 

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The other option for filtering is a Reference type filter. I set up Assigned To as a new filter and to do that I basically choose a table, a filter for that table and what field on that table I wanted users to search on. Then I added a configuration record to match that to whatever target field the search should be applied to, in this case it's Assigned To on the HR Case table.

 

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The new filter shows up along with the others (after logging out and in)

 

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There's also a popout on the right side if you click All filters. You can apply any of the Filters from there.  I didn't see any changes you could make to this.

 

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Finally, there is a search box on the right side of the widget that applies a search on top of any filter that's already been selected. This example searched for Dental on top of the filter I had applied for cases assigned to Suzette.

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