From a PE workflow UI, a user would like to be able to filter multiple work items in the In-baskets by entering multiple values at the same time (not one value at a time).

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We have users looking to make their process more efficient, when looking up work items/tasks out of an inbox in content navigator.

When in their inbox, they are trying to copy and paste in multiple properties out of a spreadsheet to bring up the tasks, when doing so it is very cumbersome.

They're looking to see if the following is possible:

1. Right now, when we click “Filter” → “Claim Number =”, we get the box where we can type or paste a claim number, then click "Add" or hit Enter. However, after adding a claim number, the input box disappears, requiring us to go back into the filter to bring it up again. Additionally, if we don’t click "OK", the claim number isn’t saved, but clicking "OK" also closes the filter, meaning we have to reopen it each time we want to add more numbers.

Would it be possible to adjust the functionality so that once the claim number list is opened, it stays open until "OK" is selected? This would allow users to quickly enter multiple claim numbers without having to reopen the filter repeatedly.

2. When processing claims, we often need to enter multiple claim numbers for a single dispute. While we can filter and group them in our spreadsheet, BluECM requires us to manually enter each claim number into the "claim number" filter one by one. This process becomes especially time-consuming when handling disputes with seven or more claims.

Would it be possible to implement a feature allowing us to copy and paste multiple claim numbers at once, similar to how they paste into a Word document or Notepad? Alternatively, a drag-and-drop function could also streamline the process.

Idea priority

Medium

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Guest

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| Mar 17, 2025

Unfortunately this process is a FileNet process task.

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Dave Perman

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| Mar 17, 2025

This feature is available in the Clientside Human Services (CSHS) version of the case task list. It is in this UI framework that all current and future enhancements are being made.
Note that this CSHS base UI is only available for BAW process tasks (not FileNet process tasks).

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From a PE workflow UI, a user would like to be able to filter multiple work items in the In-baskets by entering multiple values at the same time (not one value at a time).

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From a PE workflow UI, a user would like to be able to filter multiple work items in the In-baskets by entering multiple values at the same time (not one value at a time).