Service portal - To-dos Order - How can we change the order of todos that shows in my to-dos page service portal.

[Kachu]

Hi all,

I have request to re order the completed tasks in service portal. i am try via to-dos configuration but i am not able to do it . do any one have any suggestions how to reorder the to-dos on the portal side ?

[Community Alums]

Hi @Kachu ,

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.

1. Enable the sn_hr_sp.todos_config_display_with_priority property.
   1. In the navigation filter, enter sys_properties.list.
      The System Properties list is displayed.
   2. Open the sn_hr_sp.todos_config_display_with_priority property.
   3. In the Value field, set the value to true.
2. Add the Display priority field to the to-dos filter form.
   1. Navigate to Employee Center > Administration > To-dos Configuration.
   2. Or, navigate to Employee Center Pro > Administration > To-dos Configuration
   3. Open a record.
   4. 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.
   5. Move the Display priority field to the Selected column.
   6. Click Save.
3. Set the priority number for each to-dos filter.
   1. Navigate to Employee Center > Administration > To-dos Configuration.
   2. Open a to-dos filter record.
   3. In the Display priority field, set the priority number.
   4. Repeat the process for each filter.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Kachu]

Hi Sandeep, 

Thank You for your response i did see this document but i want to filter the to-do's based on the created field not by the due date on the completed tab. Do you know if there is business rule or script include that was defaulting this to due date ?

[Community Alums]

There are no script includes or Business rules for this, if you want to order by you need to use the conditions as i mentioned above.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Vicky Kumar Sh1]

Hi, 
Can you tell how I can set condition for order by Created date?