Create a Task Filter

You use the Task Filters (SP) application to create task filters to use when setting up a reconciliation task. You can create task filter records from the List tab or from the Task Filter tab in the application.

A task filter record specifies a subset of objects that you want to evaluate when you execute a reconciliation task. The type that you select in the Filter Type field determines which set of objects the filter applies to.

• For assets, you can select either Asset or Deployed Asset.

• For configuration items, you can select either CI or Actual CI.

A task filter can apply to either type of object, but not both. For more information about the components of a task filter, see Task Filter Components.

You can associate a task filter with a specific customer. You can then apply this task filter only to reconciliation tasks that are created for that customer. If you do not specify a customer, you can apply this task filter only to reconciliation tasks that are not associated with customers.

To create a task filter:

1. On the toolbar in the Task Filters (SP) application, click New Task Filter . The application displays a new task filter record on the Task Filter tab.

2. In the Filter field, enter the name you want to assign to the filter. The name entered in this field is a unique identifier for the task filter.

3. If appropriate, in the Description field, type a description. To enter additional information, click Long Description .

4. In the Filter Type field, click Select Value and select a filter type from the Select Value dialog box. The value that you select populates the Filter Type field.

5. Optional: In the Customer field, specify the customer associated with this task filter.

6. In the Task Filter Clauses table window, click New Row. The Row Details open.

7. In the Attribute field, click Select Value and select an attribute from the Select Value dialog box. The value that you select populates the Attribute field.

8. In the Value field, enter a value for the attribute selected in the preceding step.

Note: The system uses SQL LIKE as a default comparison operator. If you enter only the word notebook in the field, the system includes all instances where the word notebook occurs anywhere within the string of characters. If you want the system to use only the exact value specified, you must include an equals sign (=) as the first character in the field. For additional information about using equals signs and wildcard characters when specifying a value, see Using Wildcards and Equals.

8. If appropriate, repeat steps 5 through 7 to enter additional attributes and values for the task filter.

Note: You can create multiple attribute clauses for a task filter. If you create multiple clauses that specify different attributes, the system processes the clauses using logical AND between the clauses. If you create clauses that use the same attribute, the system processes the clauses using logical OR between clauses.

9. Click Save Task Filter to save the task filter.