Applying Filters to Widgets

Many of the Widgets available in Integrify allow filtering on specific columns.  These filtering capabilities provides you total control on how you would like to see your pending tasks, your open requests, or even specific statuses of processes for which you are a process owner within a single Widget.

To add a filter, select the Search option for the widget:

In this example, we are filtering on the type of process for my requests. In this case we only want to see my requests for that were made for the Background Check Process so we select that process and then select Search:

The Widget will refresh automatically and the Process column.

Filtering may be applied to more than one column in most Widgets provided by Integrify.

The filtering capabilities on the Widgets provides you the tools to customize your Integrify environment to best suit your business needs and work habits.


Powered by Zendesk