Example: Create a Personal My Tasks Filter

Administrator Guide

As the manager for a team of 35 people in California, you recently asked that your team:

Purchase a new leadership book that costs 29.99 USD.

Submit expense reports for the book by the end of the month.

You have many tasks come through each day and want to prioritize these expense reports from your team. You also prefer to look at a small number of items at a time.

To help declutter your My Tasks view, you want to create a filter that displays:

Expense item approvals that are under 30 USD.

No more than 20 items at a time.

Security: Self Service: My Tasks Filter
domain in the System functional area. You must have both View and Modify permissions to this domain.

Access the

Create My Tasks Filter

task.

Enter these values:

Field	Enter
Description	Expense Filter - 30 and Under
Maximum Row Limit	20

From the

Business Process Type(s)

prompt, select Expense Report Event
.

Select these values in the

Conditions

grid:

And/Or	Source External Field	Relational Operator	Comparison Type	Comparison Value
And	Expense Report Total Amount in USD	less than	Value specified in this filter	30

You can now select the Expense Filter - 30 and Under
filter from your My Tasks filters.