Filter tasks
Learn the filtering capabilities of Reltio Inbox.
Filter the tasks you see for each folder - Inbox, Team, Sent, and All - by adjusting filter values to suit your specific needs. Here's a video to show you how:
Objectives
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Learn the filtering capabilities of Reltio Inbox.
Filter the tasks you see for each folder - Inbox, Team, Sent, and All - by adjusting filter values to suit your specific needs. Here's a video to show you how:
The following task variables are pre-configured for the Reltio default (OOTB) workflows only (DCR, Potential Match Review, Authoring and Recommend for Delete):
Entity Type
Relationship Type
DCR Type
For example, HCP, HCP, Individual, and so on.
The Filter types are task variables and are configured to the OOTB workflow definitions, deployed in your tenants. For more information, see Overview of Workflow Task Variables.
DCR Type
filter can only be selected, when the Data Change Request task type is selected.Entity Type
, Relation Type
, and DCR Type
respectively: INSERT_ATTRIBUTE
as DCR type, you can select INSERT_ATTRIBUTE as the value and the system filters all DCRs with the type INSERT_ATTRIBUTE
.Every workflow task has filter types associated with the workflow process or specific to a step. For more information, see Overview of Workflow Task Variables.
.
For example, for a Data Change Request (DCR) the actions are Approve and Reject.
.
Similarly, for PMR, the actions will be Merge and Not a match.
Similarly for the Delete action, it will be Delete and Cancel.
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