Set Up

General Set Up 

Below are the steps to set up task list in MDO: 

  1. Click on the Settings icon at top right corner on the Home page. 
  2. From the left menu bar, select Advanced. 
  3. Click on Task List Settings. 
  4. Administrator needs to define three settings: 
  • Display in RecordProfile picture and logs related information of the task list is defined in this section.  
Display in Records  Description 
Profile Picture  If selected the List Page will display the profile picture of the sender. 
Change Log  Change Logs allows to track the changes performed by the approvers. 
Workflow Log  Workflow Logs allows to track the request. 
RequestId  RequestID is a unique number to identify a request. 
  • Columns to be displayed in Header: This consists of requester and due date related information. 
Columns to be displayed in Header  Description 
Request Detail  Request Details displays the information of the raised request. 
Due Date  Due date is the date due for a task to be performed. 
Requested Date  Displays the date on which the request has been initiated. 
Received On  Displays the date on which the request has been received in the approver’s task list. 
Requester  Displays the name of the person who has initiated the request. 
Event  Event on which this request has been created. 
  • Search Panel: Define the search options in a task list. 
Search Panel  Description 
Display Search Option  Checking on Display Search Option allow user to search tasks  
Access Sent Item  Sent Items access can be provided and searched if selected. 
Search By RequestId  The raised workflow request can also be searched by the Request Id. 
Search By Object Number  The raised workflow request can also be searched by the Object Number. 

5. Click on Update.  

 

Task List Filters & Date Range 

Defining Filters: Advanced filters can be defined within a module for task lists. This functionality enables users to set customized filters within task listsTo define task list filters, follow these steps: 

  1. Navigate to Settings > Modules. 
  2. Click on module for which task filters need to be defined. 
  3. Go to List Page > Define Filters. 
  4. Add the search fields. These fields will be able to be filtered or searched within the task list.

Defining Date Range: Date ranges can be defined within a module for advanced search. This will allow users to search within a particular time frame. In order to apply date ranges, follow the steps below: 

  1. Navigate to Settings > Modules. 
  2. Click on module for which date range needs to be defined. 
  3. Go to List Page > Define Date Range. 
  4. Click on ‘Add New Field Setting’. 
  5. Select the date field and define the range.