Portal Community

Available Task Filters

Filter DimensionOptionsAPI ParameterNotes
Task TypeAll / Approval / Form / Review (multi-select)?type=approval,formComma-separated for multi-select
Due DateAll / Overdue / Due Today / Due This Week / No Deadline?dueFilter=overdueMutually exclusive
UrgencyAll / Low / Normal / High / Urgent (multi-select)?urgency=high,urgentSet by workflow designer
Claim StateAll / Unclaimed / Claimed by Me / Claimed by Others?claimState=unclaimedMutually exclusive
Workflow NameFree text partial match?workflowName=expenseCase-insensitive
StatusPending / Completed / Expired?status=pendingDefault: pending

Filter Combinations

Filters combine with AND logic. All applied filter conditions must be true for a task to appear. Common useful combinations:

ScenarioFilter Combination
Most urgent tasks to act on nowType=Any, DueFilter=Overdue, Status=Pending
Available approvals for me to claimType=Approval, ClaimState=Unclaimed, Status=Pending
My claimed tasks across all typesClaimState=Claimed by Me, Status=Pending
All forms for the HR Onboarding workflowType=Form, WorkflowName=HR Onboarding
Urgent unclaimed tasks due this weekUrgency=Urgent, ClaimState=Unclaimed, DueFilter=This Week

Applied Filters Display

When filters are active, a row of applied-filter chips appears above the task list. Each chip shows the filter name and value — click the ✕ to remove it. A "Clear All" button removes all filters at once and resets the view.

// AppliedFilterChips component
function AppliedFilterChips({ filters, onRemove, onClearAll }) {
  const chips = [];
  if (filters.type.length) chips.push({ label: `Type: ${filters.type.join(', ')}`, key: 'type' });
  if (filters.dueFilter !== 'all') chips.push({ label: `Due: ${filters.dueFilter}`, key: 'dueFilter' });
  if (filters.urgency.length) chips.push({ label: `Urgency: ${filters.urgency.join(', ')}`, key: 'urgency' });
  // ... etc

  if (!chips.length) return null;
  return (
    <div className="applied-filters">
      {chips.map(c => (
        <span key={c.key} className="filter-chip">
          {c.label} <button onClick={() => onRemove(c.key)}>✕</button>
        </span>
      ))}
      <button onClick={onClearAll}>Clear All</button>
    </div>
  );
}
Quick Filter Chips

Above the filter panel, a row of pre-configured quick-filter chips provides one-click access to the most common filter combinations: "Overdue", "Due Today", "Approvals Only", "My Claimed Tasks". These are shortcuts that apply a preset filter combination instantly.