Totara Learn Open Discussions

Additional filters for performance appraisals.

 
Training & Development
Additional filters for performance appraisals.
door Training & Development - Tuesday, 18 July 2023, 09:10 AM
 

Does anyone know if we can add filters to the Develop -> Performance Activities page? Our users have way too many to easily sort through. Any tips would be appreciated - thanks!


Craig Eves
Re: Additional filters for performance appraisals.
door Craig Eves (Totara Support) - Tuesday, 18 July 2023, 20:19 PM
Groep Totara

Hi 

This would require changing the code that - this isn't a report builder source unfortunately - if it was then there is a guide to modifying report sources

regards

Training & Development
Re: Additional filters for performance appraisals.
door Training & Development - Wednesday, 19 July 2023, 12:35 PM
 

Thanks for letting me know, Craig!

Ashley Mundy
Re: Additional filters for performance appraisals.
door Ashley Mundy - Wednesday, 19 July 2023, 14:22 PM
Groep Totara

Hello!

I'm Ashley, Product Manager at Totara. Which version of TXP are you on?
It looks like your Performance Activities overview is missing a free-form text search box, as well as a handy filter 'Exclude completed activities'. This filter allows users to hide all activities that are completed from their list, which we expect makes the list a lot more manageable. Although looking at historic release notes, this filter will only appear if you have one or more completed activities.


Which data would you like to be able to filter on? Are there filters that should apply whenever a user visits this view? I will take the feedback back to the team for our next round of improvements to performance activities.