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You also can set up a saved sorting which will be present every time you open this list:
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Configure columns in task and process instance lists
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Click on the automation icon on the toolbar on the left hand side. Select 'My process instances' in the Side-menu and select any instance view, e.g. 'Started process instances'.
Select an overview in the menu on the left side. For creating an instance overview, click on the download icon on the right side. The popup 'download as excel file' appears.
Please select a storage path and open the Excel file.
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Filters
A user can define both saved and temporary filters with individual search criteria for tasks and process instance lists.
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Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.
For creating saved filters, click on the 'configure saved filters' icon in the left side menu in the lower left corner. The filter list will be displayed. Click on the button 'Add filter' (if the filter list is empty) or on the plus button in the lower left corner.
On the right side, the detail area opens. Insert a descriptive filter name. Select a sorting column from the dropdown menu under the ‘Sort by column'. Choose sorting criteria as ‘Ascending’ or 'Descending’.
You can set multiple filters under the 'Set Filters' area. Choose the first criteria via the dropdown menu.
In our example we chose Process instance column. Enter the corresponding value inside the brackets for the choosen criteria. The casing of the value is ignored.
Additional value can be entered via the plus button(
). Second value can be entered inside the brackets(Status colour Red title 1.
). Additional values can be added and deleted via the 'x' button(Status colour Red title 2.
,Status colour Red title 3.
). These values follow the logical operator OR as indicated between the values. Each search criteria can be enhanced by inserting further values.Status colour Red title 4. 
Add additional search criteria to further limit the search by clicking the plus symbol in the header of the first parameter. A supplementary input area opens. Select the required parameter and add the values. These values follow the logical operator AND.
For the second criteria column 'Open' is choosen via the dropdown menu. Only the open tasks are wanted to be listed, and Value box is is selected.
To add the filter, click on the button ‘Save’. A short message confirms the storage. The filter name is immediately displayed in the filter list and as a new menu item below the option Saved filters.
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How to use a saved filter
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Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.
For changing a filter, click on the 'configure saved filters' icon in the left side menu in the lower-left corner.
Click on the corresponding filter name and the input area is displayed on the right side. Make the required changes. For more information about how to create filters, please regard chapter Create a saved filter. The changes are saved by clicking the button 'Save'. A short message confirms the storage.
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Delete a saved filter
To delete a filter, please do the following:
Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.
For deleting a filter, click on the 'configure saved filters' icon in the left side menu in the lower-left corner.
Click on the corresponding filter name and the input area is displayed on the right hand side. Click on the button 'Delete' and confirm the query by clicking on the mark. A short message confirms the deletion. The filter name is immediately removed from the filter list and is no longer available as a menu item below the Saved Filter option.
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Please note that a deletion cannot be undone. |