Filters

Filters allow you to refine the list of tasks that are displayed in the Global Task List. Each filter is defined by a set of filter criteria (optional) and a list of table columns (filter columns) that will be displayed in the Global Task List. Here is an example.

Preconfigured filters

The leftmost panel shows which filters are preconfigured for iWD Manager. The selected filter is shown by its name.

The Public checkbox indicates whether the filter will be available to all users (checked) or only the current user (unchecked).

Creating new or custom filters

To create a new or custom filter:

1. Click + New at the top left of the window.
2. Check the Public checkbox to make the new filter available to all users. If this box is not checked, only the current user can view the new filter.
3. Click + in the Filter criteria panel to display a pop-up listing the available criteria for the new filter and select a criterion.
4. Modify the selected criterion if required, and apply your changes.
5. Add as many criteria to the filter as you need and apply your changes.

Important

You can also drag and drop criteria to new positions by selecting the ... button.

6. Use the X (delete) button displayed to the right of the selected criterion to delete it, if required.
7. In the Filter columns panel, the current selection of table columns, if any, is already displayed. Add any new table columns for displaying the filter output by clicking ___ . This action displays a list of available columns that includes all iWD core and extended attributes, by default—any of these can be added to the new filter. Check as many boxes as required. Drag and drop the columns to new positions by selecting the relevant ... button. Use the X (delete) button to delete any columns as required.
8. Click Save at the top right of the window. The newly created filter is now available for selection in the main Global Task List window.

Tasks that do not match the defined criteria will be excluded from the GTL when the filter is selected. New criteria conditions can be added by selecting them from the Filter criteria list. Some criteria conditions are parameterized; for such conditions, parameters can be configured directly in a criteria table (such as, status for Status is ... criteria). Custom attributes can be used in many of the filter criteria, with proper configuration. Custom attributes for tasks are configured in the iWD GAX Plugin component. See the Task Attributes tab of the Data Mart section of iWD GAX Plugin Help.

Understanding timezones in filters

Dates in advanced filters are interpreted as half-open time intervals, starting at midnight of the given day and ending at midnight of the next day. Midnight means the time 00:00:00 in the current user's timezone. If the user's timezone is not set, the current solution's time zone is used. If this is also missing, Universal Coordinated Time (UTC) is assumed. Daylight saving rules are also taken into consideration.

In the case of persistent filters, the timezone of the user who defines the filter is used to calculate the time interval. If there is no timezone configured, UTC is assumed (filters are independent from Solutions).

Example

The user's time zone is Europe/Warsaw (GMT+1)(+DST). The user sets a filter on Expiration Date to 2014-10-26. GTL will display tasks that have an Expiration Date Time between 2014-10-26 00:00:00 CEST (inclusive) and 2014-10-27 00:00:00 CET (exclusive). In translation to the UTC timezone, these will become 2014-10-25 22:00:00 and 2014-10-26 23:00:00. Because of daylight saving the interval is 25 hours long.