Filters on listing page

Prebuilt Filters

• In the selected business workflow, there are pre-built filters to segregate your workflow instances.

• The default filters are Pending for Acceptance and All located on top of the workflow instance list.

Prebuilt filters

Adding and customizing Filters

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

Filters button

• To create a filter, click on the Filters button in the top right corner of your screen.

• This opens a Filters sidebar from the right side of your screen.

No exiting filters added

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

• Next, based on your requirements, select respective values for columns as well as dropdown boxes.

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

• Click the Save with the current columns checkbox if you want to save the filter only with the currently selected columns.

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

• Finally enter a Filter Name in the filter name textbox.

Create filter sidebar

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

• The saved filter is seen in the Filters sidebar. Likewise, the newly created filter is also seen beside the pre-built filters on the instance list view.

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

• On the instance page of a Business Workflow, search for a particular value of any column in its respective Search tab.

• The selected filter is seen under the columns in the Applied Filter option.

Selected filter

• If the applied filter needs deletion, click on the Clear All button to clear all applied filters.

• If not, click on the Save Filter button to save this filter.

• This opens a Create Filter sidebar from the right side of the screen.

Create filter sidebar

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

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

Newly created filter

Update a Custom Filter

To rename an existing filter,

• Click on the Filters button in the top right corner of the screen.

• This opens a Filters sidebar.

Filters sidebar

• Locate the desired filter and click on the pencil-like icon before it.

• A new Edit Filters sidebar appears on the screen.

Edit filters sidebar

• Here, click on the +Add more filters button to add more conditions to the created filter.

• Click on the cross button beside an applied condition or click the remove button to delete the added condition.

• After completing operations, click on the Update. The operation saves the same filter with updated conditions.

• A notification appears at the bottom left of the screen displaying: Filter 1 saved successfully

• Likewise, selecting the Save As option enables the creation of a new filter with a different name.

• The Save As option can also be used after selecting a filter.

• Select a filter from the already created filter.

• Search for any other value across other columns.

• Upon selecting another value, the Save filter and Save as filter options are enabled.

Save and Save as filter options

• Click on the Save filter button to update the already created filter.

• 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

• Click on the Save As filter option to save the filter with a new name.

• 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

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

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

Filters sidebar

• Click on the bin icon on the right of a filter to delete it.

• Click on the Yes button on the prompt screen that asks for final confirmation.

Final prompt screen

• This further deletes the filter.

• A notification is displayed at the bottom left of the screen displaying "Filter 1 deleted successfully."

Deletion notification