Filter, sorting and column configuration

The system provides various possibilities to users for organizing their tasks and process instances. Therefore, users can sort them in ascending or descending order, set up individual filters and configure the columns which are be shown in the lists. 

Sorting

Users can temporarily sort all process instances and task views in ascending or descending order by clicking on a column header. The first click on a column name will sort the list in ascending order and a second click in descending order. The sorted column is highlighted and the small arrow next to the column name shows in which order the list is ordered. This temporarily sorting is not saved and will vanish after a refresh or logout.

Open

You also can set up a saved sorting which will be present every time you open this list:

Open

Configure columns in task and process instance lists

A user may determine which task or process instance information is relevant. Therefore, users can preset the displayed columns in their task and process instance lists.

To configure columns, do the following: 

1. Choose either 'My tasks' or 'My process instances' which can be found by clicking on the automation icon on the toolbar on the left hand side

    

2. By clicking on the symbol Configure columns, the configuration utility appears.

    

3. In the header of the configuration menu, a search for column names can be started. Select all columns which should be displayed by activating the checkboxes. Columns with deactivated checkboxes are not displayed.

Column view for showing process instances

Column view for showing tasks

Export task and process instance views

Users can export every task and process instance view to Excel. 

Export task views

This Excel export offers an overview about the currently selected task view. For each instance, the excel report shows the following data: 

• task name

• assigned actor

• assigned group

• whether it is an AdHoc Task or not

• process definition name

• process instance name

• activity

• index fields

• creation time

• remaining time

• elapsed time

• amount of attached links

• amount of attached documents

• amount of notes

• whether there is a smartform available or not

• status

To create an task overview export to Excel, do the following:

1. Click on the automation icon on the toolbar on the left hand side. Select 'My tasks' in the Side-menu and select any task view , e.g. 'All open tasks'.

2. Select an overview in the menu on the left side. For creating an Excel export, click on the download icon on the right side. The popup 'download as excel file' appears. 

    

3. Please select a storage path and open the Excel file. 

Export instance views

This report offers an Excel export about the currently selected instance view. For each instance, the excel report shows the following data: 

• process instance name

• start date

• end date, if available

• process definition name

• calculated end

• scheduled end

• index fields

• amount of attached documents

• amount of notes

• whether there is a smartform available or not

• status

To create an instance overview Excel export, do the following:

1. 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'.

2. 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. 

    

3. Please select a storage path and open the Excel file. 

Filters

A user can define both saved and temporary filters with individual search criteria for tasks and process instance lists.  

Create a temporary filter

If users need a quick limitation of the tasks or instances in their lists, they can configure temporary filters. 

To set up a temporary filter, please do the following: 

1. Click on the automation icon on the toolbar on the left hand side and select the option 'My tasks' or 'My process instances' and click on the filter symbol.
   
   

    

2. A new line for entering filter parameters appears below the column headers. There any input can be given for which the respective column should be filtered.

    

3. A filter symbol appears next to the column headers, where a filter is active. To change the filter click in input field of the column where a a filter is applied or click on the x next to the filter to delete the column filter.  If multiple columns are filtered, the shown rows have to fulfill all the criteria.

Create a saved filter

To create a reuseable filter, please do the following: 

1. Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.

    

2. 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.

    

3. 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’.

    

4. You can set multiple filters under the 'Set Filters' area. Choose the first criteria via the dropdown menu.

    

5. 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.

    

6. Additional value can be entered via the plus button(1.). Second value can be entered inside the brackets(2.). Additional values can be added and deleted via the 'x' button(3., 4.). These values follow the logical operator OR as indicated between the values. Each search criteria can be enhanced by inserting further values.

    

7. 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.

    

8. 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.

    

9. 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.

How to use a saved filter

You can use saved filters after opening your tasks or process instances window. In the example below, we have five open tasks:

After clicking the ‘My saved filter for onboarding processes’, our open tasks will be updated according to our filter’s criterias:

Change a saved filter

To change a filter, please do the following: 

1. Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.

    

2. For changing a filter, click on the 'configure saved filters' icon in the left side menu in the lower-left corner.

    

3. 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. 

Delete a saved filter

To delete a filter, please do the following: 

1. Click on the button 'Automate' in the Side-menu and select the option 'My tasks' or 'My process instances'.

    

2. For deleting a filter, click on the 'configure saved filters' icon in the left side menu in the lower-left corner.

    

3. 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.