Filters screen

Filters the process instances based on the information you specify.

Filters screen

Specifies the filter criteria for processes.

Figure: Filters screen

Filters screen

Fields

Field NameDefinition

Search By
Description:
Does a search of the process instances based on the specified criteria.
Allowed Values:
  • App Name
  • Process Model Name
  • Process Instance Name
  • Date
  • Process Initiator
  • Advanced
Default Value:
App Name
Limitations:

App Name
Description:
Specifies the name of your app.
To Open this Field:
  1. In the Search By field, select App Name.
Allowed Values:
A valid app name.
Default Value:
None

Process Model Name
Description:
Specifies the name of your process model.
To Open this Field:
  • In the Search By field, select one of these:
    • App Name
    • Process Model Name
    • Advanced
Allowed Values:
A valid process model name.
Default Value:
None
Example:
Refer to:

Status
Description:
Filters the process instances based on the status.
Allowed Values:
  • Running - Shows the Running process instances.
  • Suspended - Shows the Suspended process instances.
  • Cancelled - Shows the Cancelled process instances.
  • Completed - Shows the Completed process instances.
  • Select All - Shows the running, suspended, cancelled and completed process instances.
Default Value:
Running
Example:
Refer to:

Sort Results By
Description:
Shows a sequence of results for the specified process instance date.
Allowed Values:
  • Date Started
  • Due Date
  • Date Completed
Default Value:
Date Started.

Process Instance Name
Description:
Specifies the name of your process instance.
To Open this Field:
  1. In the Search By field, select one of these:
    • Process Instance Name
    • Advanced
Allowed Values:
A valid process instance name.
Default Value:
None

Date
Description:
Does a search for process instances based the specified date.
Allowed Values:
  • Date Started
  • Date Completed
Default Value:
Date Started

Date Range
Description:
Does a search of the process instances based on the specified date range.
To Open this Field:
  1. In the Search By field, select Date.
Allowed Values:
  • Today
  • Last 7 Days
  • Last 15 Days
  • Last 30 Days
  • In last No Of days
  • Between
Default Value:
Today

Advanced
Description:
Does a search of the process instances based on the advanced search criteria.

Process Initiator
Description:
Specifies the name of user who started the process.
To Open this Field:
  • In the Search By field, select one of these:
    • Process Initiator
    • Advanced
Allowed Values:
A valid process initiator user name.
Default Value:
None

Name
Description:
Shows the name of the saved view.
Allowed Values:
Read only.
Limitations:

This field is available in these releases:

Actions
Description:
Specifies the type of action to do for the saved view.
Allowed Values:
  • Delete Delete icon - Deletes the saved view.
Default Value:
None
Limitations:

This field is available in these releases:

Delete Delete icon
Function:
Deletes the specified saved view.
Limitations:

This field is available in these releases:

Cancel
Function:
Closes the Filters screen.

Clear
Function:
Sets the fields on the Filters screen to their default values.

Save View
Opens this Screen:
Save View screen
Function of this Screen:
Creates a saved view for processes.
Limitations:

This field is available in these releases:

Apply
Function:
Filters the specified process instances.

Save View screen

Creates a saved view for processes.

Figure: Save View screen

Save View screen

Prerequisites

Fields

Field NameDefinition

Name
Description:
Specifies the name that shows for the saved view.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None

Cancel
Function:
Closes the Save View screen.

Save
Function:
Creates the saved view.

Save and Apply
Function:
Saves the saved view and opens the Processes screen with the configured view.