List Filtering For Req Forms

Abstract

Product: Workbench

List Filtering for Reqs

• You can manage option lists on your req templates to display only the relevant values pertinent to that template and the specific languages of the req template. This level of organizational change can improve the workflow across multiple divisions and languages.

• List filtering can be applied to any field with options, including job code, req team, and approval notification.

• Lists can be configured differently across languages.

• Both standard and custom req fields can have option lists filtered.

• New processes, multiple divisions, or recently added languages might create the need to filter lists on a req template.

Process

List Filtering

1. Select Tools → Forms → Req → Req forms.

2. From the list of forms, select the Administer req fields icon for the req form you want to filter.

3. From the list of fields, select Select field options.

4. Select the field name from the pull-down menu.

   1. STD: Prefix for standard fields.

   2. CUST: Prefix for custom fields.

   3. APPROVAL: Prefix for approvals based on the order selected for the req template.

   4. No prefix for Notify upon approval completion.

5. Select the language for which you are filtering. Only the languages into which the req template title has been translated are displayed.

6. Select Show me options in the base language to display options in the original language.

7. Select the approvers:

   1. All options: When selected, no list filtering occurs. All options for the field are displayed.

   2. Selected options: After selecting this option, select List. A new window opens displaying Available and Selected options. Select the options to appear for this field. The options that are selected appear for fields across all languages. When finished making selections, select Save. If selected, any new options added to the master options lists do not appear on this req unless manually configured by list filtering.

   3. Apply “All languages” selections: This selection applies the All languages setting. When All languages is configured for a field, this setting is activated for each individual language for that field. To reset individual language selections, the user must manually override the Apply all languages setting for those languages. The Apply “All languages” selections option is disabled if All languages is chosen in the Language field. To enable this field, you must choose a specific language from the Language pull-down menu.

8. Select Save.