Filters on Listing page

Prebuilt Filters

1. There are pre-built filters to segregate the workflow instances in the selected business workflow.
2. The default filters are Pending for Acceptance and All located at the workflow instance list.

Prebuilt filters

Adding and Customizing Filters

1. Click on the Filters button in the top right corner to view added filters on the instance listing page. Initially, there are no added filters to the Business Workflow.

Filters button

2. To create a filter, click on the Filters button in the top right corner of the screen.
3. This opens a Filters sidebar from the right side of the screen.

No existing filters added

4. Click on the Create new filter button to add a filter.

5. Next, based on the requirements, select respective values for columns and dropdown boxes.

6. Click on the Next button to conduct a few more steps before saving the filter.

7. To save the filter only with the currently selected columns, click the Save with the current columns checkbox.

8. Click on the +Add more filters button to add more filters to the already created filter.

9. Finally, enter a Filter Name in the filter name textbox.

Create filter sidebar

10. After selecting values, click on the Save button at the bottom of the Create Filter sidebar.

11. The saved filter is seen in the Filters sidebar. Also view the newly created filter beside the pre-built filters on the instance list view.

12. Another way to create a filter is by searching for specific instances using the search bar under each instance.

13. A new screen appears where the applied filter and values listed below the relevant columns in the workbook grid can be viewed.

14. If deleting the applied filters is required, click on the Clear All button to delete all applied filters.

15. Click on the Save filter button to save the filter.

16. A Create filter sidebar appears from the right side of the screen.

17. Enter the filter name in the Filter Name textbox and click on the Save button to save this filter.

18. Next, a Save As filter button is also enabled upon adding more filters to the already created filter.

19. Upon clicking the Save As filter button, a Create filter sidebar appears from the right.

20. Enter the name of this filter and click on the Save button at the bottom to save it.

21. View the saved filter in the filter column above the workbook grid.

Follow the steps below to save a filter directly from the Search tab:

1. On the instance page of a Business Workflow, search for a particular value of any column in its respective Search tab.
2. The selected filter is seen under the columns in the Applied Filter option.

Selected filter

3. If the applied filter needs deletion, click on the Clear All button to clear all applied filters.
4. If not, click on the Save Filter button to save this filter.
5. This opens a Create Filter sidebar from the right side of the screen.

Create filter sidebar

6. Follow the similar steps of filter creation and click on the Save button to save this filter.

7. The saved filter is seen beside other filters at the top of all columns.

Newly created filter

Quick Edit Pop-up Screen

1. Click on the Business Workflows tab in the Navigation Panel.
2. Choose the required Business Workflow.

Business Workflow

3. A new screen appears listing all the Workflow Instances.
4. Click on the Dashboard 2 and then click on Quick edit.

BA_WF – Dashboard 2 - Workflow Listing page

5. A Quick edit sidebar appears from the right side of the screen.
6. You can view and update the related attributes from the quick edit pop-up window.

Quick Edit Sidebar

Update a Custom Filter

1. To rename an existing filter, click on the Filters button in the top right corner of the screen.
2. This opens a Filters sidebar.

Filters sidebar

3. Locate the desired filter and click on the pencil-like icon before it.
4. A new Edit Filters sidebar appears on the screen.

Edit filters sidebar

5. Here, click on the +Add more filters button to add more conditions to the created filter.
6. Click on the cross button beside an applied condition or click the remove button to delete the added condition.
7. After completing operations, click on the Update. The operation saves the same filter with updated conditions.
8. A notification appears at the bottom left of the screen displaying: Filter 1 saved successfully

9. Likewise, selecting the Save As option enables the creation of a new filter with a different name.
10. The Save As option can also be used after selecting a filter.
11. Select a filter from the already created filter.
12. Search for any other value across other columns.
13. Upon selecting another value, the Save filter and Save as filter options are enabled.

Save and Save as filter options

14. Click on the Save filter button to update the already created filter.
15. This opens a Edit filters sidebar from the right side of the screen. Enter necessary details and click on the Update button to update the filter.

Edit filters sidebar

16. Click on the Save As filter option to save the filter with a new name.
17. This opens a Create filter sidebar from the right side of the screen. Enter the necessary information and click on the Save button to save this filter.

Create filter sidebar

Delete Existing Filter

1. To delete a filter that is no longer required, click on the Filters button in the top right corner of the instance listing page.

Filters button

2. A Filters sidebar appears on the screen containing a list of all the filters added.

Filters sidebar

3. Click on the bin icon on the right of a filter to delete it.
4. Click on the Yes button on the prompt screen that asks for final confirmation.

Final prompt screen

5. This further deletes the filter.
6. A notification is displayed at the bottom left of the screen displaying "Filter 1 deleted successfully."

Deletion notification

Switching between the predefined filters

1. Click on the Business Workflows tab in the Navigation Panel.
2. Choose the required Business Workflow.

Business Workflows

3. A new screen appears listing all the Workflow Instances.
4. Upon switching between the predefined filters (All/Pending for acceptance), the platform will not reload the entire column headers; instead, it will reload the data.

Workflow Listing page – All/Pending for acceptance

5. Similarly, if you switch between the predefined filters (All/Pending for acceptance) and customized filters like Dashboard 2 etc., the entire workbook grid will reload including column headers and the data.

Workflow Listing page – All/Pending for acceptance or Dashboard 2

6. Also, if you switch between the predefined filters (All/Pending for acceptance) or customized filters like r1 saved with the current column, the entire workbook grid will reload, including column headers and the data.

Workflow Listing page – All/r1 save with current columns

7. Also, if you switch between the predefined filters (All/Pending for acceptance) or customized filters like a1 saved without the current column, the platform will not reload the entire column headers; instead, it will reload the data.

Workflow Listing page – All/a1 save without current columns

8. If you apply search on any filter (predefined/customized), the platform will not reload the entire column headers; instead, it will reload the data.

Workflow Listing page – Search (predefined/customized) filter