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Task Management

Setting up the Template - Custom Columns

You can add any number of extra custom columns to the table to use as filters for your tasks. There are two types of column, drop-down and text box, which determines the type of filter they provide.

Custom Drop-down

This column and filter creates a custom drop-down list.

Custom Drop-down

To create this column, in the article extras, pick "Add a custom column". Then choose "Dropdown".

Custom Drop-down Extras

  • Display label is the label that appears above the column
  • Query field is the name of the process variable (it is case sensitive) that holds the values you'd like to filter on
  • Type is either dropdown or fixed text (so, dropdown in this case)
  • Options type lets you enter fixed values that will appear in the drop-down, or lists all of the end points found in the TaskSearch.getConfig end point (see Configuration below)

Custom Text Box

This column filter works like a search, rather than picking options from a drop-down.

Custom Text Box Filter

To create this column, in the article extras, pick "Add a custom column". Then choose "Text box".

Custom Text Box Extras

  • Display label is the label that appears above the column
  • Query field is the name of the process variable (it is case sensitive) that holds the values you'd like to search for
  • Type is either dropdown or text box (so, text box in this case)

Additional Configuration

The custom drop-down column can generate its options from an end point rather than having fixed values entered into the article extras. The names of the end points you'd like to use need to be added into the Task Management configuration, so they can be selected in the article extras. The end points themselves need to return a single array of values that will appear in the drop-down on the template.

The configuration end point has the namespace config.[environment].TaskSearch.getConfig.

The end point should list the namespaces of other end points which will generate options for your drop-downs. For example, this configuration end point lists two end points:

function(params, credentials) {
    return {
        optionsEndpoints: [{
                name: "Initiator",
                endpoint: "test.alex.initiatorOptions"
            },
            {
                name: "Location",
                endpoint: "test.tim.locationOptions"
            }
        ]
    };
}

It provides these options in the article extras:

End Point Options

The initiatorOptions end point returns:

{
    "result": ["anonymous", "citizen1", "sarah"],
}

Which appears in the drop-down as:

End Point Drop-down

Last modified on 10 July 2025