Request History Filters

Each request is recorded in the Request History. You can set filters on the information that is presented in the request history.

You can list and set Task and History Type options on which the Request History is filtered.

Setting Request History Filters

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to work with request history filters.

  1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

  2. Select Request History Filters to display the window containing two tables. You can adjust the column widths if required.The top table lists the Task Type filters, and contains those actions related to the task type selected, such as Approval Tasks. The bottom table lists the History Type filters. History Types are those actions related to people, linking, email etc and the task types. Scroll down if the list on your screen exceeds the table display.

  3. Custom screen sets are not linked to filter groups. Only out-of-the-box screen sets for the task-type are linked. Any custom screen-sets inherit the filter group from the parent task-type.

  4. Select the check box next to the filter type(s) you want included. Clear the check box if you do not want the history filtered by that item.

  5. Arrange the order of the filters using the Move up and Move Down buttons.

  6. Select to save the changes. Provide the Change Reasons if prompted to do so.

Task Type Filter Groupings

The following table lists the task filter groups and the task types in each group.

Filter Group NameTask Type

Task

Task

Closure Task

Messaging Task

External Supplier Task

Approvals

Approval

User Approval

External Supplier

Integration

Run External Procedure Task

Outbound Action Task

System

Activation Task

Component Connector Tasks

Component Tasks

Conditional Branching Tasks

Create Request Task

Define Change Window

Delay Task

Manage CMDB Task

SLM Start Task

SLM Stop Task

Start Task

History Type Filter Groupings

The following table lists the history filter groups and the history types in each group.

Filter Group NameHistory Type

Person

Person

Person Action

Note

Deleted

Timesheet

Timesheet Deleted

Manual Re-open

Manual Closed

Manual Authorized

Manual Activation

Email

Email

SLM

Escalation

Suspended

Unsuspended

Agreement Applied Automatically

Agreement Applied Manually

Events Updated

SLM Clock

SLM Exclusion

Objects

Attached Objects

Deleted

Letter

Linking

Request Linked

Request Unlinked

Call Linked

Call Unlinked

Knowledge Linked

Integration

External Transaction Queued

External Transaction Succeeded

External Transaction Failed

Updated by External Source

External Procedure Success

External Procedure Failed

System

Admin

Auto Activation

Auto Re-opened

Auto Closed

Auto Authorized

Updated From Task

Auto Task Clone

Closed Redundant

Errors

Delayed Closure Error

Queued Update

Recipient No Permission

No Recipients

System Errors