Inbox Filters

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Job Aid

This is a process that any employee can initiate. Inbox filters enable you to narrow the list of inbox items to specific business process types and tasks that require action. Inbox filters can be created and customized using the “Create Inbox Filter” task. If you’d like to view the inbox filters you have set up, you can run the “My Inbox Filters” report. This job aid will show you how to create inbox filters, use inbox filters, and edit previously created inbox filters.

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