Skip to main content
J
JHall1-Visitor
1-Visitor
April 20, 2018
Question

Customizing view My Tasks - Home page

  • April 20, 2018
  • 1 reply
  • 4685 views

Greetings Windchillers.
I’m trying to customize the task view on the home page. I’m wondering if there is a way to set up a view to just see a particular group of tasks such as open tasks for incoming Problem Reports?   I've been playing with it
I was able to sort by PBO column and get all PR, CR, CNs.  

 

I've done various views but none seem to get to the meat of the matter; I really want just Open Triage PR Tasks in that particular view of the My Tasks table.  I wonder if I could add an Alias Attribute to the PR and sort for that?

 

Any ideas how that might be done. We want a person to be able to open their home page and set a view of My Tasks to show the Tasks they need to action for their particular job function.
TIA - James
Windchill 11.0 M030 CPS08
WGM 11.0 M030
Inventor Pro 2017
Windows 10

1 reply

J
JeffZemsky17-Peridot
17-Peridot
April 23, 2018

@JHall you can have attributes from the PBO available on the Task table.  In your case you would want to show State from the PBO.  Refer to this section of help:

 

Displaying Alias Attribute Information for Workflow PBO in My Task Table

    J
    JHall1-VisitorAuthor
    1-Visitor
    April 23, 2018

     Thanks @JeffZemsky   I'm wondering if I can restrict it to just Problem Reports?  What I seem to be getting from that is all my Open PBO's?

     

    James

    J
    JeffZemsky17-Peridot
    17-Peridot
    April 23, 2018

    @JHall  It depends upon the alias attribute you use.  However if you link from a Problem report to Workitem the State attribute will only show for Problem Reports.  However the attribute column could appear in any Task Table view.  It will just be empty for non Problem Report PBOs.

    Terms & ConditionsAccessibility statement