on the toolbar to update the table.
Use this screen to set up filters that limit the number of users who receive activities and messages in their electronic workflow inboxes (and e-mail, if available). You can enter the filter, a particular value for the filter, and users related to the filter and filter value in this screen.
If you plan to use filtering throughout a workflow, entering the filter data in this screen is one of the first steps in designing workflows.
In order to use a filter, you must apply it to a role. In the Manage Workflow Roles screen, use the Filter field to associate a role with a filter entered in this screen. Without filtering, a workflow activity or message is sent to the electronic workflow inboxes (and e-mail, if available) of all the individuals associated with a particular role. However, if you apply a filter to a role, only the individuals associated with the workflow's case value will be sent the activities or messages.
For example, you might set up a filter where the Filter field is Location, the Value field is Northwest, the User ID field is SmithJ, and the User Name field is John Smith. In the Manage Workflow Roles screen you apply this filter to the Account Manager role. This role has two users associated with it: Sue Jones and John Smith. If an activity that has the Account Manager role is ready to be routed and the workflow case Location label has a value of Northwest, the activity will be routed only to John Smith. If the role had no filter, both Sue Jones and John Smith will receive the activity in their inboxes.
When you have completed your entries, click on the toolbar to update the table.
This table window displays all available role filters in Costpoint. Use this table window to add, edit or delete a role filter and specify its value.
Use this field to enter, or use 
to select, an existing case label for this filter.
Use this field to enter, or use to select, a value for the case label defined in the Role Filter field. Depending on what you selected in the Valid Values field in the Manage Workflow Case Labels screen for the case label entered in the Role Filter field, only certain entries are valid for this field:
All — If you selected this option in the Manage Workflow Case Labels screen, you can enter any descriptive value.
User-Defined — If you selected this option in the Manage Workflow Case Labels screen, you must use to select a user-defined value set up in the User-Defined Values subtask for the case label entered in the Role Filter field.
System — If you selected this option in the Manage Workflow Case Labels screen, you must use to select a value from the System Table and System Column fields associated with the case label entered in the Filter field.
This table window displays all users associated with the currently selected role filter in the Define Role Filters table window.
Use this table window to define user profiles associated with role filters. If filter is applied to a role in the Manage Workflow Roles screen, activities and messages are sent to the electronic workflow inboxes (and e-mail, if available) of the users entered in this table window.
Use this field to enter, or use to select, the user ID you want to associated with the currently selected role filter.
This field displays the descriptive name for this User ID.