Filters screen

Filters the tasks to show based on the information you specify.

Background and Setup

Video: Task Management

Video: Manage Your App

Examples

Prerequisites

How to Start

  1. Click Manage.

    Click Manage
  2. In Manage Center, click Runtime Management > Tasks.

    Click Tasks
  3. On the Tasks screen, click Filter.

    Click Filter

Filters screen

Specifies the filter criteria for tasks.

Figure: Filters screen

Filters screen

Fields

Field NameDefinition

Search By
Description:
Specifies the creteria to search the tasks.
Allowed Values:
  • App Name
  • Process Model Name
  • Process Instance Name
  • User / Participant
  • Date
  • Advanced
Default Value:
App Name

App Name
Description:
Specifies the name of the app to show on the Task screen.
To Open this Field:
  1. In the Search By field, select App Name.
Allowed Values:
An app name from the list.
Default Value:
None

Process Model Name
Description:
Specifies the name of the process model to show on the Task screen.
To Open this Field:
  • In the Search By field, select one of these:
    • App Name
    • Process Model Name
    • Advanced
Allowed Values:
A process model name from the list.
Default Value:
None

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

User
Description:
Filters the tasks assigned to the specified participant.
To Open this Field:
  • In the Search By field, select one of these:
    • User / Participant
    • Advanced
Allowed Values:
A user name from the list.
Default Value:
None

Date
Description:
Specifies how to filter the tasks based on the date the tasks reach the specified statuses.
To Open this Field:
  • In the Search By field, select one of these:
    • Date
    • Advanced
Allowed Values:
  • Date Created
  • Date Assigned
  • Date Completed
Default Value:
Date Created

Date Range
Description:
Specifies the duration in days to filter the tasks to show on the Task screen.
To Open this Field:
  1. In the Search By field, select one of these:
    • Date
    • Advanced
  2. In the Date field, select the type of date.
Allowed Values:
  • Today
  • Last 7 Days
  • Last 15 Days
  • Last 30 Days
  • In last No Of days
  • Between
Default Value:
None

In Last No Of Days
Description:
Specifies the duration in days to filter the tasks so that the Task screen shows the tasks that reached the associated status in the specified number of days.
To Open this Field:
  1. In the Search By field, select one of these:
    • Date
    • Advanced
  2. In the Date field, select the type of date.
  3. In the Date Range field, select In Last No of Days.
Allowed Values:
An integer.
Default Value:
1

From
Description:
Specifies the earliest date to search the tasks.
To Open this Field:
  • In the Search By field, select one of these:
    • Date
    • Advanced
  • In the Date field, select the type of date.
  • In the Date Range field, select Between.
Allowed Values:
A date from the calendar.
Default Value:
None

To
Description:
Specifies the end date to search the tasks in the range of dates to show in the Task screen.
To Open this Field:
  • In the Search By field, select one of these:
    • Date
    • Advanced
  • In the Date field, select the type of date.
  • In the Date Range field, select Between.
Allowed Values:
A date from the calendar.
Default Value:
None

Status
Description:
Specifies the statuses to filter the tasks.
Allowed Values:
One or more statuses from the list.
Default Value:
Overdue, Assigned, New

Sort Results By
Description:
Shows a sequence of results for the task due date or date that the task is assigned.
Allowed Values:
  • Date Assigned
  • Due Date
Default Value:
Date Assigned.

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 the tasks.
Limitations:

This field is available in these releases:

Apply
Function:
Filters the tasks based on the specified information.

Save View screen

Creates a saved view for the tasks.

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 Task screen with the configured view.