To remove clutter and to focus on your work, you can limit the tasks displayed in your Task list by defining your own filters.
To define filters follow the steps in the Filter List page:
1. Select the application from the Application drop-down list or select All.
The Application drop-down list in the Filter List page lists the currently installed applications.
2. Select the Version. You can also define an application’s version-specific filter.
If you select All from the Application drop-down list in step 1, then the Version(s) drop-down list displays All option only. In this case, only system dataslots are available to you on the Filtering and Sorting tabs of the Add Filter page.
If you select a specific application from the Application drop-down list in step 1 and All from the Version(s) drop-down list, then only system dataslots are available.
If you select a specific application from the Application drop-down list in step 1 and a specific version from the Version(s) drop-down list, then the selected application’s selected version’s dataslot(s) are available.
Note: Application-specific filters are displayed in the Filter bar and the Profile page only when you select the corresponding application. Similarly, version-specific application filters are displayed only when you select the corresponding version.
3. In the Filters page, click Add Filter.
The Add Filter page appears.
4. Specify the name and description for the filter.
5. Click the Filtering tab to display filtering conditions.
You can specify the filtering expression on the Filter page.
a. Select the opening brackets you need.
b. Select the Dataslot that you want to use.
The Dataslot drop-down list displays the system dataslots, predefined for all BPM Projects.
For application-specific filters only the predefined system dataslots are displayed.
For version-specific filters, in addition to the predefined system dataslots, the Dataslot drop-down list displays all the custom dataslots defined for that version.
Dataslots of the type Map, EXTENT, Object, and Business Object are not included in this list.
c. Select the operator from the Test drop-down list.
d. Specify the value of the dataslot on which the operator is to be used.
The options in the Value column depend on the dataslot you select.
e. Select the closing brackets you need.
If you are building a nested expression, then you can select the blank option from the drop-down list, and continue building your expression.
f. Select the logical operator if you want to continue building your expression.
If you have reached the end of expression, then select the blank option from the Logic drop-down list.
g. To add more rows and continue building your expression, click Add 5 Rows.
To remove unwanted rows, select their respective checkboxes in the first column, and then click Delete Rows.
h. After you have completed building the expression, click Preview Filtering Expression, to view the complete expression.
Your expression is displayed in a window.
i. Click Close.
The window is closed.
6. Click the Sorting tab.
You can specify the sorting order on this tabbed page.
7. Select the dataslots and their respective direction of sorting.
As in the Filtering tab, the Dataslot drop-down list displays only the system dataslots.
Note: For version-specific filters, as in the Filtering tab, the Dataslot drop-down list displays all the dataslots, including the predefined system dataslots and the custom dataslots.
8. Click Save to save the current filter definition and go back to the previous page.
Click Save & Add New to save the current filter definition and reload the current page to continue adding another filter.
Click Reset to discard your changes.
Click Cancel to cancel the operation and return to the previous page.
The added filter is displayed on the Filter List page, with Filter Type as "My Filter."
The filters you create here are added under the "My Filter" group of the Default Filter drop-down list in the Profile page, from where you can select your default filter.
They are also available under "My Filter" group of the Filter drop-down list in the Task List page, where you can select the current filter.
If you select All from the Application drop-down list in step 1, then the Version(s) drop-down list displays All option only. In this case, only system dataslots are available to you on the Filtering and Sorting tabs of the Add Filter page.