Workflows and approvals

Can I customize the columns, statuses or search in My Items, My Tasks or Participated?

Use Show/hide fields for a single process's lists, and build a filtered report when you need several statuses or search.

How-to

Short answer: Inside a single process, use Show/hide fields to choose the columns. For several statuses at once, or for search, build a report with the filters you need and add it to the page.

Why it happens

  • The process lists support column choice, search and filters, but the global My items and My tasks views don't support Show/hide fields.
  • The My items table component accepts only one status at a time.

How to fix it

To change columns in a process list:

  1. Open the process and go to the tab you want, such as Created by me or Assigned items.
  2. Click Show/hide fields and pick the fields to show.

See member actions in a process.

To filter by several statuses or let users search:

  1. Create a report on the process with status or advanced filters.
  2. Add the report to the app page, or share it with the right roles.

Important

The Participated items list (More > Participated items) has no search or filter. Table fields can't be shown, hidden, searched or filtered in these lists.

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