Filtering a Custom Inbox with a Task Event

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About this task

You can use the Filter Inbox - Custom Filter task event to apply display filtering to any custom task inbox you create. For example, you can configure the event so that the custom inbox displays only tasks with a status of Active and a priority of High. Custom filtering overrides any runtime search criteria specified in the task SearchBar portlet. For example, if you define filtering to show only tasks with priority = High, and the user sets the Priority field = Medium in the Search For window and clicks Search, the resulting search will return no results.

Note: The task event filter mechanism is not available for use with My Inbox or Task List Management. Also, it is recommended for use only in custom task inboxes that are implemented with the standard search provider. If used in conjunction with the indexed search provider, the performance and memory advantages of indexed searching will be lost.

To define a Filter Inbox - Custom Filter event type

Procedure

  1. Open the task in the task editor by double-clicking the task in the Solutions view.
  2. Click the Events tab of the task editor and click the event you want to work with in the Events list, or double-click the event in the Events area on the Overview tab.
  3. Expand the Event Type area if it is not already visible.
  4. In the Event Type box, select the Filter Inbox - Custom Filter event.
  5. In the extra conditions area, define the Inbox Filter conditions you want to apply. The condition must return “true” to display the task in the custom inbox. If you define multiple conditions, specify how you want them to be evaluated:
    • ALL of the conditions are true
    • ANY of the conditions is true
    • ONLY ONE of the conditions is true

    If you create multiple conditions, use the Up and Down buttons to define their order. Careful consideration can help to improve performance. For example, if you are filtering for tasks with status = active and priority = HIGH, placing the condition for HIGH priority first will likely result in a smaller set of matches than the active status condition.

    Note: No actions are associated with this event type.
  6. Save the task.