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doc:beam/ce4f7788-dd89-43a2-ad4a-828fe3696e6a- Create a new automation rule to filter critical plans based on the 4% threshold. ```plaintext WHEN: A new item is created or updated DO: Update the "Access Control" column with a random number for critical plans ``` 2. **Filter Based on Random Number:** - Use the "Access Control" column to filter and show only the top 4% of critical plans. - You can create a custom view that filters based on the random number generated in the "Access Control" column. ```plaintext FILTER: {Access Control} <= 0.04 ``` ### Example Configuration 1. **Create a View for Top 4% Critical Plans:** - Go to your board. - Click on the "View" button. - Create a new view and name it "Top 4% Critical Plans." - Filter the view to show only items marked as "Critical" in the "Priority" column and where the "Access Control" column value is less than or equal to 0.04. 2. **Set Permissions for the View:** - Go to the "Top 4% Critical Plans" view. - Click on the gear icon in the top right corner. - Navigate to "View settings" and then "Permissions." - Set the permissions to allow only "Team Lead" and "Project Manager" roles to view and edit this view.
Facts in this context
Grouped by subject. Each subject links to its full article.
Top 4 Percent View21 factsex:top-4-percent-view
| displaysOnly | Critical Items |
| enforces | View Permissions |
| filtersByCriticalMark | Critical Mark |
| filtersByPriority | Priority Column |
| filtersByValue | Access Control Column |
| hasFilterRule | Filter Condition |
| hasNamingInstruction | Top 4 Percent View Name |
| hasPermissionSetting | View Permissions |
| hasPurpose | Show Top Critical Plans |
| hasUIElement | Gear Icon |
| hasUIElement | View Button |
| implements | Filter Condition |
| isCustomView | true |
| isPartOf | View Configuration |
| isSupportedBy | Automation Rule |
| locatedOn | Board |
| rdfs:label | Top 4% Critical Plans |
| rdf:type | View |
| requires | Board |
| requiresRole | Team Lead Role |
| requiresRole | Project Manager Role |
Automation Rule13 factsex:automation-rule
| affects | Access Control Column |
| enables | Filter Mechanism |
| generates | Random Number |
| hasPurpose | Filter Critical Plans |
| hasThreshold | 4 |
| hasThresholdUnit | percent |
| hasTriggerCondition | New Item Event |
| isPartOf | View Configuration |
| performsAction | Update Access Control Column |
| rdfs:label | filter critical plans automation rule |
| rdf:type | Automation Rule |
| supports | Top 4 Percent View |
| triggersOn | New Item Created or Updated Event |
Filter Condition12 factsex:filter-condition
| hasColumnReference | Access Control Column |
| hasComparisonOperator | lessThanOrEqual |
| hasConstant | 0.04 |
| hasNumericThreshold | 0.04 |
| hasOperand | Access Control Column |
| hasOperator | lessThanOrEqual |
| hasThresholdValue | 0.04 |
| isImplementedBy | Top 4 Percent View |
| isRuleOf | Top 4 Percent View |
| isUsedIn | Top 4 Percent View |
| rdfs:label | access control less than or equal to 0.04 |
| rdf:type | Filter Condition |
Filter Mechanism9 factsex:filter-mechanism
| isEnabledBy | Automation Rule |
| isUsedBy | Top 4 Percent View |
| rdfs:label | random number based filter |
| rdf:type | Filter |
| showsTopPercentage | 4 |
| showsTopPercentageUnit | percent |
| usesColumn | Access Control Column |
| usesSyntax | Filter Syntax |
| usesValue | 0.04 |
View Permissions9 factsex:view-permissions
| grantsAccessTo | Project Manager Role |
| grantsAccessTo | Team Lead Role |
| grantsPermission | View Permission |
| isEnforcedBy | Top 4 Percent View |
| isLocatedIn | View Settings |
| rdfs:label | view permissions |
| rdf:type | Permission Setting |
| restrictsAccessTo | Team Lead Role |
| restrictsAccessTo | Project Manager Role |
Access Control Column5 factsex:access-control-column
| isAffectedBy | Automation Rule |
| isOperandOf | Filter Condition |
| isUsedBy | Filter Mechanism |
| rdfs:label | Access Control |
| rdf:type | Column |
Gear Icon5 factsex:gear-icon
| locatedAt | Top Right Corner |
| opens | View Settings |
| providesAccessTo | View Settings |
| rdfs:label | gear icon |
| rdf:type | Ui Element |
Update Access Control Column5 factsex:update-access-control-column
| appliesTo | Critical Plans |
| rdfs:label | update access control column action |
| rdf:type | Action |
| setsValueTo | Random Number |
| targetsColumn | Access Control Column |
Create View Action4 factsex:create-view-action
| isTriggeredBy | View Button |
| rdfs:label | create view action |
| rdf:type | Action |
| resultsIn | Top 4 Percent View |
Project Manager Role4 factsex:project-manager-role
| hasGrantedAccess | View Permissions |
| isRequiredFor | Top 4 Percent View |
| rdfs:label | Project Manager |
| rdf:type | User Role |
Team Lead Role4 factsex:team-lead-role
| hasGrantedAccess | View Permissions |
| isRequiredFor | Top 4 Percent View |
| rdfs:label | Team Lead |
| rdf:type | User Role |
View Button4 factsex:view-button
| rdfs:label | View |
| rdf:type | Ui Element |
| triggers | Create View Action |
| usedFor | Create View Action |
View Settings4 factsex:view-settings
| contains | View Permissions |
| isOpenedBy | Gear Icon |
| rdfs:label | View settings |
| rdf:type | Settings Menu |
Board3 factsex:board
| hosts | Top 4 Percent View |
| rdfs:label | board |
| rdf:type | Board |
Click Gear Step3 factsex:click-gear-step
| followedBy | Navigate Settings Step |
| rdfs:label | click gear icon step |
| rdf:type | Sub Step |
Create View Step3 factsex:create-view-step
| followedBy | Filter View Step |
| rdfs:label | view creation step |
| rdf:type | Configuration Step |
Filter View Step3 factsex:filter-view-step
| followedBy | Set Permissions Step |
| rdfs:label | view filtering step |
| rdf:type | Configuration Step |
Navigate Settings Step3 factsex:navigate-settings-step
| followedBy | Set Permission Values Step |
| rdfs:label | navigate settings step |
| rdf:type | Sub Step |
Random Number3 factsex:random-number
| isGeneratedBy | Automation Rule |
| rdfs:label | random number |
| rdf:type | Random Value |
Set Permissions Step3 factsex:set-permissions-step
| hasSubStep | Click Gear Step |
| rdfs:label | permission setting step |
| rdf:type | Configuration Step |
View Configuration3 factsex:view-configuration
| hasStep | Create View Step |
| rdfs:label | top 4% critical plans view configuration |
| rdf:type | View Configuration |
Create Event2 factsex:create-event
| rdfs:label | item creation event |
| rdf:type | Event |
Critical Items2 factsex:critical-items
| rdfs:label | critical items |
| rdf:type | Item Category |
Critical Mark2 factsex:critical-mark
| rdfs:label | Critical |
| rdf:type | Priority Mark |
Critical Plans2 factsex:critical-plans
| rdfs:label | critical plans |
| rdf:type | Plan Category |
Filter Critical Plans2 factsex:filter-critical-plans
| rdfs:label | filter critical plans purpose |
| rdf:type | Purpose |
Filter Syntax2 factsex:filter-syntax
| rdfs:label | filter syntax format |
| rdf:type | Syntax Format |
New Item Created or Updated Event2 factsex:new-item-created-or-updated-event
| rdfs:label | item creation or update event |
| rdf:type | Event |
New Item Event2 factsex:new-item-event
| includes | Create Event |
| includes | Update Event |
Priority Column2 factsex:priority-column
| rdfs:label | Priority |
| rdf:type | Column |
Set Permission Values Step2 factsex:set-permission-values-step
| rdfs:label | set permission values step |
| rdf:type | Sub Step |
Show Top Critical Plans2 factsex:show-top-critical-plans
| rdfs:label | display top critical plans purpose |
| rdf:type | Purpose |
Top 4 Percent View Name2 factsex:top-4-percent-view-name
| rdfs:label | Top 4% Critical Plans |
| rdf:type | View Name |
Top Right Corner2 factsex:top-right-corner
| rdfs:label | top right corner |
| rdf:type | Location |
Update Event2 factsex:update-event
| rdfs:label | item update event |
| rdf:type | Event |
View Permission2 factsex:view-permission
| rdfs:label | view and edit permission |
| rdf:type | Permission |