) icon
in the table toolbar to open this dialog.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.
The following different filtering types are available depending on the column data type:
Section Resetting Filters describes how to reset filters.
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
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
To search for a user, enter the name or a text the name contains in the Select User (all) entry field. As soon as you enter the text, user names matching the pattern are provided in the drop-down list. You can select the user from the list. Note that the search is per default case-sensitive with the exception of the first letter. You can change to case-insensitive search by setting the property Carnot.Client.Search.CaseSensitive in your carnot.properties file to false.
Figure: User Filter
Once a user is selected, he/she is added to the Selected Users list.
Figure: Selected Users
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 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
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:
In the Activity box you can select a single activity or multiple activities for the filter.
Figure: Filtering Activities
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
To filter processes, you can select the processes from a provided list. The processes are sorted in alphabetical order.
Figure: Filtering Processes
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.
To filter status, select one or more status from a list.
Figure: Filtering Status
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.