Filtering Data Entries

For some columns in Portal tables, a filtering mechanism is provided. To filter the data displayed in a column, select the ( ) icon in the table toolbar to open this dialog.

Figure: Filter Dialog for Date Entries

Filters are displayed in the column header cell. In case no filter is set, the column header displays "No filter set."

Figure: No Filter Set

In case a filter is set, this is indicated in the column header with the filter range displayed.

Figure: Filter Set indicated in Column Header.

• Filtering Types
• Filtering Status
• Resetting Filters

Filtering Types

The following different filtering types are available depending on the column data type:

• Filtering String entries
• Filtering Name entries
• Filtering Numeric entries
• Filtering Date entries
• Filtering Activities
• Filtering Criticality
• Filtering Processes
• Filtering Descriptor Values

Section Resetting Filters describes how to reset filters.

Filtering String entries

String entries can be filtered via the Like mechanism. You can use the asterisk '*' wildcard. Note that the search is case-insensitive.

Figure: String Filter

Filtering Name entries

By default, search is performed for the specified character. If first name and last name are provided then search is performed on both the strings. If only one of the two search strings are specified then search is performed only for that matching string and other field is ignored.

Figure: Name Filter

Filtering Numeric entries

The numeric filter allows filtering between. You can enter a From and a To value. Unspecified upper or lower limit allows defining greater than or less than.

Figure: Numeric Filter

Filtering Date entries

Filtering for dates allows between filtering. You can either enter a From and a To value in the current supported date format (e.g. dd/mm/yy:hh:mm PM), or by using the date picker in the provided calendar.

Figure: Date Filter

Similarly, you can filter end time.

Figure: Filtering End Time

Filtering Activities

To filter activities, you can select the activities from multiple processes. The activities are sorted in alphabetical order.

In the Process box, you have the following options:

• Select a single process to populate the Activity box with the activities of the selected process.
• Select All Processes to populate the Activity box with activities of all processes.
• Ctrl+Click multiple processes to populate the Activity box with the activities of the selected processes.

In the Activity box you can select a single activity or multiple activities for the filter.

Figure: Filtering Activities

Filtering Criticality

The activity criticality filter can be set using the Like mechanism. You can provide the criticality label in the Select Criticality text box. By default, criticality labels are defined as High , Medium and Low.

Figure: Filtering Criticality

In case you want to remove the provided criticality filter, click X icon in the Remove column of the Selected Criticality pane.

Figure: Remove Criticality Filter

Filtering Processes

To filter processes, you can select the processes from a provided list. The processes are sorted in alphabetical order.

Figure: Filtering Processes

Filtering Descriptor Values

A special case are the <custom descriptor> columns. Worklists can be filtered on descriptors, if they either contain only activity instances from one process definition or process definitions with descriptors based on the same data. Please note that these columns cannot be filtered on descriptor values, in case the descriptor for all listed process definitions or activities pertaining to process instances is based on different data or attributes.

Filtering Status

To filter status, select one or more status from a list.

Figure: Filtering Status

Resetting Filters

You can simply remove a filter by clicking the Reset Filter icon , which overlays the filter icon:

Figure: Reset the Filter

The status of the filter will return to No filter set afterwards.