Create a custom quick task filter

task australia Updated Sep 10, 2026 1 min read create-custom-quick-filter.md
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Add a custom filter criterion to the quick task and calendar filters.

Before you begin

Role required: admin. You must be a professional developer to implement this extension point.

Procedure

  1. Navigate to the All menu, type sys_extension_point.list, and press Enter.

  2. Open the DispatcherWorkspaceQuickFilterExtensionPoint record.

  3. Select the Create Implementation related link.

    A new script include generates with the required method stubs for this extension point.

  4. In the generated script include, define the methods.

    For example:

    • getDisplayName — the name shown for this filter in the quick filter modal.
    • getFilterType — the value type this filter evaluates.
    • getFilterOptions — the values available for this filter.
    • getOperatorGroups — the operators available for this filter.
    • getFilterId — a unique identifier for this filter implementation.
    • getFilterData — the query logic that returns matching tasks.
    • processFilterRule — how a selected value is applied to the filter.
  5. Save the script include.

  6. In the extension point record, verify the new implementation appears in the Implementations related list.

Result

The new criterion is available to select in the quick task filter and quick calendar filter modals.

Related topics

Quick task and calendar filters

Apply a quick task filter

Apply a quick calendar filter

Keywords quick task filterextension point
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