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.

 

The Filter definitions should control all of the bucketing that happens at the top of the widget right below the breadcrumbs. This is really great as it's always been a headache to adjust things like this in portal setups.

 

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So we'll focus on the first tier of Filter config (highlighted above in pink), which points to the top level of filters in the widget. This is designated by the "Render as view" checkbox on the Filter definition record. The system will only allow one of those to be set per portal. There are criteria Available and Not available for fields to control visibility of the whole thing in the widget.

 

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Within the definition you have individual configurations that define each menu option. You can control them with the Active flag and Order field.

 

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Each of the associated table filters needs to be represented in the Request filter conditions to have cards display for that table in the widget.

 

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The Request filter conditions are themselves defined with a filter. Keep in mind when setting this up that you're pulling from a pre-filtered list that was defined in the Source Configuration.

 

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One quirk when testing all of this is that log out / log in was necessary to see these changes. For example, I deactivated the Created for you filter and went back to the portal and just reloaded the form.

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But once I logged out and then back in - it's gone.

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