Configuring search filters for consoles

You can configure the search filters that appear in the most of consoles in BMC HR Case Management—People, Cases, Solutions, and Tasks, so that HR agents and other users can easily update the results table.

For example, in the People console, the Show All People filter includes two default filters: Show All People, and Show My People Record. You can modify, delete, or add new filters for this console. 

To configure search filters

  1. Open the System Settings console.
  2. Select Application Settings > Console Queries.
  3. Click New.
  4. Complete the following fields:

    FieldDescription
    Query NameEnter a name for the search filter that will be shown in a corresponding console in the Search By filter.
    Console Form NameSelect a console where the filter will be shown
    Data Form NameSelect a form to be queried for the search.
    Default ValueTo make this search the default one that appears when a user opens the selected console, select Yes.
    QualificationEnter a qualification for the search manually, or click the  icon to open the Qualification Builder dialog box. For example, a qualification for a search that lists all open VIP requests might look like this:
    ('Case Status' = "Draft" OR 'Case Status' = "Work In Progress" OR 'Case Status' = "Assigned" OR 'Case Status' = "Pending") AND ('Requestor_VIP' = "Yes" OR 'On_Behalf_Of_VIP' = "Yes")
  5. Click Save & Close.
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