Filtering Tasks in Reltio Inbox

  • Sign in to the Hub and Navigate to Reltio Inbox.
  • These filters are also available in the Inbox, Sent, and All tabs.
  1. Click the Filter icon. Available filters are displayed.
    Note: When you change the filter criteria, the count of filtered tasks displayed is updated accordingly.
  2. Enter the username or select a name from the Created by drop-down.
    Tasks are filtered based on the entered username.
  3. From the Task type drop-down, select a particular task that you want to filter.
    For example: To view DCRs assigned to a specific user,
    1. From the Created by, select the user.
    2. In the Task type drop-down, select DCR.
  4. After selecting the Task type, the Step filter down-down is enabled and steps are populated.

    The Step filter enables you to filter tasks at a specific step of the Workflow process. For example: If you select Data Change Request as the task type, the Step filter is populated with DCR Review.

    Note:
    • When tasks with multiple steps are selected, the Step filter will list all the steps associated with that task.
    • The steps are specific to the task type selected.
    • The options available in the Step filter, depends on the Workflow task definition deployed in your tenant at any instance. If the definitions are changed resulting in the addition/deletion of the steps, steps available prior to change will not be available for you to filter.
  5. From the Task variable key drop-down, select a variable key.
    The Reltio Inbox now has the capability to filter Workflow tasks by specific variables. Task variables filters are available on all Inbox tabs. The following task variables are pre-configured for the Reltio default (OOTB) workflows only (DCR, Potential Match Review and Recommend for Delete):
    • entityType
    • relationType
    • dcrType
    Note:
    • The entityType task variable enables you to filter using entity-types defined in your L3 configuration. For example: HCP, HCP, Individual, etc.
    • The relationsType task variable enables you to filter using relation-types defined in your L3 configuration.
    • The dcrType task variable key can only be selected, when Data Change Request task type is selected.
    • To map these variables to custom workflows, review the task listener class of the API and map the listeners to the Workflow definition deployed in your tenant. Currently, the following task listeners are set for entityType, relationType and dcrType respectively:
  6. In the Task variable value field, enter a value that you want to filter with.
    Note:
    • The Task variable value field is case sensitive and allows search with full or part of the task variable value. For example, to search with INSERT_ATTRIBUTE as DCR type, you can enter INSERT as the value and the system filters all DCRs with type INSERT_ATTRIBUTE.
    • The Task variable value field is dynamic and can only be updated depending on the selected Task variable key.
      For Example: When you select dcrType in the Task variable key drop-down, you can enter the following values:
      • INSERT_ATTRIBUTE
      • UPDATE_ATTRIBUTE
      • DELETE_ATTRIBUTE
      • PIN_ATTRIBUTE
      • IGNORE_ATTRIBUTE
      • CREATE_ENTITY
      • CREATE_RELATIONSHIP
      • UPDATE_ROLES
      • UPDATE_TAGS
      • UPDATE_START_DATE
      • UPDATE_END_DATE
      • UPDATE_PROFILE_PIC_BY_URI
      • UPDATE_PROFILE_PIC_BY_URL
      • DELETE_RELATIONSHIP

      For more information about task variables, see Overview of Workflow Task Variables.

  7. In the Entity ID field, enter the object URI. The filter runs a search for Workflow tasks related to the specified entity.
  8. In the DCR ID field, enter the DCR ID.
    Workflow tasks related to the specified DCR ID are filtered.
  9. In the Priority drop-down, select the priority of tasks you want to filter.
  10. From the Date created drop-down, choose a date range.
    Tasks created in the specified date range are displayed.
  11. Select a task by clicking on its icon.
  12. Click the checkbox icon, in the blue bar that appears after selecting a task and select an appropriate action.
    Note:
    • You can do actions on filtered tasks in bulk.
    • Bulk actions are enabled for Out-of-the-box (OOTB) tasks, such as Data Change Request (DCR), Potential Match Review (PMR), or Recommend for Delete filters. The bulk actions can be done only on tasks of the same type.
    • After you initiate a bulk action, the action buttons that are displayed depend on the type of the task selected for bulk action. For example: For a DCR the actions are Approve and Decline; For PMR, it will be Merge and Not a match. Similarly for Delete action, it will be Delete and Cancel.
    • For a DCR, if you approve using bulk actions, the entire DCR gets approved and partial approval/partial rejection is not possible.
After the action you choose is initiated, a confirmation message is displayed on the screen. You will receive an email with the status of the bulk action. The email lists failed tasks, which were to be actioned through bulk action. Click the hyperlink provided against the failed TaskIDs in the email to access the Inbox directly.