Translations:EWM:TD/OMS Work Management view/119/en

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Create a Task Filter

The first node in the Work Management view shows lists of tasks, each one defined by a filter. Every list may contain tasks of different applications. Before you can see tasks you must create a Filter. When a Filter is expanded, it shows the Tasks included in that Filter which could be in turn included in a Filter Group.


Expand the node called Tasks.

Ewm wmv02.png


Double-clicking New Task Filter… starts a dialog for specifying the selection criteria. A task must pass ALL criteria to be selected.

If Save is not checked, the filter will be deleted when the client is closed !

TaskFilterPage1.png

Filter Name
Define the name of the filter. This is also the name the filter is saved with so some restrictions apply.
Filter Group
When specified, a filter group is created that contains the filter. It is convenient to group filters if you have a large number of filters.
Save
If you uncheck this then the filter will become a session filter which will be removed after restart.
Application Code
Specify an application code or a Regular Expression like DEM.* or (ORDER|TOOLS).
Regex
Will cause the tasks to be selected in the client rather than in the database request. It is therefor slower but more flexible.
Task Number Regex
Type a regular expression to find the task number like F0122 or F01.*
Task Description Regex
Type a regular expression to find the task description like .*decimal.*
Release Number Regex
Key a regular expression to find the task release like V3R0M0 or V3.*
Transfer Path Regex
Key a regular expression to find the task with the request Transfer Path like DB or (DB|WIM) or D*. You can press the list button (Listbutton.png) to get a list of all available transfer paths.
Review Status
Select the ratification status to filter the task.
Types
Select the task types that the tasks must be filtered with by clicking the arrow on the right.
Priorities
Select the priorities the tasks must be filtered with by clicking the arrow on the right.
Remote Jobs
  • Do not filter on status of remote jobs
  • Show Tasks with Failed or Pending Remote Jobs
  • Show Tasks with no Remote Job Issues

Regular Expression

For some fields, a Regex (Regular Expression) can be specified. A regular expression is a very sophisticated way of specifying wildcards that goes far beyond the well known Windows wildcards * and ?.

A thorough treatment of regular expressions is outside the scope of this manual. Remember the following:

Character Meaning Windows-wildcard
.
An arbitrary character ?
*
Zero or more occurrences of the preceding character
.*
Any string *

Examples:


Expression Matches
A*C C, AC, AAC
A.C AAC, ABC, ACC, ADC
(DEMO|TOOLS) DEMO or TOOLS

Regex logic will only be applied to the Application code definition when the related checkbox is checked.


You can indicate to the filter mechanism that no filtering on a specific field is required by leaving it blank. Press the Next button to enable you to specify a selection on status and/or programmer.


Ewm wmv04a.png

Use For Environment Only to show Task with a specific Task Status. A Task status can be identical to a environment code (eg QA) or have a special status. A completed task is selected by entering *CMP into For Environment Only.

Pressing the Next button will enable you to specify a selection on one or more dates.


Ewm wmv05.png

You need to press the Select Date button to enable filtering on that specific date.

Ewm wmv05a.png

You can select a specific date, clear the selection made previously or select Today. Using Today means that the current system date will be used.


Pressing the Next button will enable you to specify the fields to sort on and the sorting sequence.


Ewm wmv06.png


The tasks will be sorted on application (ascending) and Task number (descending) when no sorting criteria are specified.


Press the Finish button and all tasks that pass the filter criteria will appear. Note that the list can contain tasks from several applications, as shown in the decorators (the text between the [….] ).

You can define as many filters as you like.


Ewm wmv07.png

Create a Request Filter

The second node in the Work Management view shows lists of requests, each one defined by a filter. Every list may contain requests of different applications. Before you can see requests you must create a Filter. When a Filter is expanded, it shows the requests included in that Filter which could be in turn included in a Filter Group.


Expand the node called Requests.

Ewm wmv08.png


Double-clicking New Request Filter… starts a dialog for specifying the selection criteria. A request must pass ALL criteria to be selected.

If Save is not checked, the filter will be deleted when the client is closed !

RequestFilterPage1.png

Filter Name
Define the name of the filter. This is also the name the filter is saved with so some restrictions apply.
Save
If you uncheck this then the filter will become a session filter which will be removed after restart.
Application Code
Specify an application code or a Regular Expression like DEM.* or (ORDER|TOOLS).
Regex
Will cause the requests to be selected in the client rather than in the database request. It is therefor slower but more flexible.
Number Regex
Type a regular expression to find the request number like F0122 or F01.*
Description Regex
Type a regular expression to find the request description like .*decimal.*
Telephone
Search requests based on the given telephone.
Types
Select the request types that the tasks must be filtered with by clicking the arrow on the right.
Priorities
Select the priorities the requests must be filtered with by clicking the arrow on the right.

Regular Expression

For some fields, a Regex (Regular Expression) can be specified. A regular expression is a very sophisticated way of specifying wildcards that goes far beyond the well known Windows wildcards * and ?.


A thorough treatment of regular expressions is outside the scope of this manual. Remember the following:


Character Meaning Windows-wildcard
.
An arbitrary character ?
*
Zero or more occurrences of the preceding character
.*
Any string *

Examples:


Expression Matches
A*C C, AC, AAC
A.C AAC, ABC, ACC, ADC

Regex logic will only be applied to the Application code definition when the related checkbox is checked.


You can indicate to the filter mechanism that no filtering on a specific field is required by leaving it blank. Press the Next button to enable you to specify a selection on TD/OMS and/or Remote user.


Ewm wmv10.png


Press the Next button to enable you to specify a selection on status and/or various dates.

Ewm wmv011b.png


Pressing the Next button will enable you to specify the fields to sort on and the sorting sequence.


Ewm wmv012.png


Press the Finish button and all Requests that pass the filter criteria will appear. Note that the list can contain requests from several applications, as shown in the decorators (the text between the [….] ).

You can define as many filters as you like.


Ewm wmv013.png

Create an Application Filter

The fourth node in the Work Management view shows lists of applications, each one defined by a filter. Before you can see applications you must create a Filter. When a Filter is expanded, it shows the applications included in that Filter which could be in turn included in a Filter Group.


Expand the node called Applications.


Ewm wmv014.png


Double-clicking New Application Filter… starts a dialog for specifying the selection criteria. An application must pass ALL criteria to be selected. If Save is not checked, the filter will be deleted when the client is closed !

Ewm wmv015.png

Regular Expression

For some fields, a Regex (Regular Expression) can be specified. A regular expression is a very sophisticated way of specifying wildcards that goes far beyond the well known Windows wildcards * and ?.


Remember the following:


Character Meaning Windows-wildcard
.
An arbitrary character ?
*
Zero or more occurrences of the preceding character
.*
Any string *

Examples:


Expression Matches
A*C C, AC, AAC
A.C AAC, ABC, ACC, ADC

You can indicate to the filter mechanism that no filtering on a specific field is required by leaving it blank.


Press the Finish button and all Applications that pass the filter criteria will appear. Note that the list can contain requests from several applications, as shown in the decorators (the text between the [….] ).

You can define as many filters as you like.


Ewm wmv016.png

Create a Branch Filter

Expand the node called Branches.

NewBranchFilter.png


Double-clicking New Branch Filter… starts a dialog for specifying the selection criteria.

BranchFilter.png


    Filter Name: The name of the filter. This is the only field that is mandatory.
    Filter Group: Choose if the filter is going to belong to a group or not and select the desired group if it does.
    Save: Check to save the filter. If not, it will be deleted the next time TD/OMS is started.
    Application Code Regex: The application code of the branches.
    Branch Name Regex: The name of the branches.
    Branch Description Regex: The description of the branches.
    Owner Regex: The owner of the branches.


For the application code and branch name fields it is possible to select your choices from the available options by clicking the button next to the field. This will open a small dialog with all the available applications or transfer paths (branch names) for your choosing. Filtering of these options along with multiple selection is also possible.

ApplicationSelection.png


TransferPathSelection.png

Regular Expression

For some fields, a Regex (Regular Expression) can be specified. A regular expression is a very sophisticated way of specifying wildcards that goes far beyond the well known Windows wildcards * and ?.


Remember the following:

Character Meaning Windows-wildcard


.
An arbitrary character ?
*
Zero or more occurrences of the preceding character


.*
Any string *


Examples:

Expression Matches


A*C C, AC, AAC


A.C AAC, ABC, ACC, ADC


You can indicate to the filter mechanism that no filtering on a specific field is required by leaving it blank.


Press Finish to create the filter.


BranchFilterCreated.png