OVERVIEW
Users can list all the associated Training Tasks available for them. Users can create a Filter in Training Task and embed the same in the Users Profile so it will be available to them.
HOW TO CREATE A FILTER
To create a filter to lists the Training Task, the user has to follow simple steps
- Navigate to the Training module from the sidebar.
- Choose the List View and select the Training Task work item on the left pane.
- Click on the Filter Settings icon, then choose Create Filter from the pop-up menu. The Manage Filter page will open. Enter the details below.
- Project : Select Training Management
- Filter Name : Enter name like ‘{Embed Filter} Training Management – Employee Training Records‘
- Filter For : Select the radio button for
- Fields : Select the Fields you want to display
- Specify Criteria : Make sure to select ‘In Pool‘ is ‘Yes‘. (Lists all pool items)
- In advance tab, add the user defined criteria as “Assigned_to=(select O3.Assigned_to from objects O3 where id=[$ME])”
- Save the Filter.
In the filter results in the List View, it would list all the training tasks for all the users.
EMBED FILTER IN USER PROFILE
To embed a filter in the User Profile, the user has to follow simple steps
- Create a User Profile for the User A
The user needs to navigate to the Record Tab in case the user has chosen “Display the Description field under the Record Tab in Work Item Description Layout option in the Admin’s Work Item Panel. The user needs to select the ‘Edit’ button for editing the Record Tab.
- Click on the Edit icon corresponding to the description section to open description in edit mode
- Click Embed Filters button on the description editor toolbar
- In the pop-up screen, select the Project as Training Management, Work Item as Training Task and filter as {Embed Filter} Training Management – Employee Training Records
- Now you can see the filter name with an anchor in the description area
- Save the Description
Click on Show button, to see the Embed Filter Details. It would list the training tasks associated to User A
You can update this Embed Filter in your Admin Templates