Filtering Processes on the Processes Grid

The Processes grid can be filtered by selecting options in the left pane. Selecting a filter immediately updates the processes that display in the grid. If a filter does not find a process that matches the filter, 'No results found' displays.

  • Select to expand the filter pane. Select to collapse the filter pane.

  • Select + or - to expand a filter category.

  • Select options in each category as applicable.

  • Select Clear to clear the selected options.

  • Select to return to the default filters.

The Processes grid can be filtered using the following filters.

Filter Description
STATE Select one or more options including Active, Completed, and Stopped. The total number of processes for each state displays after the option.
SLA Select one or more options including: On Time, Critical, and Late. The total number of processes for each SLA displays after the option.
PROCESS TYPE Select one or more process types.
CUSTOMER Select one or more customers.
ACCOUNT REP Select one or more account reps.
LOCATION Select one or more locations.
AMOUNT Enter a minimum and maximum amount for the transaction.
DUE Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
ACTUAL Enter a minimum and maximum number of actual duration.
COMPLETED Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
CONTEXT Select one or more contexts.
PHASES Select one or more phases.
PLANNED Enter a minimum and maximum number of planned duration.
PROCESSES Select one or more assignees for the task.

PROGRESS

 Enter a minimum and maximum percentage of completion for a process.
PRODUCT TYPE Select one or more product types.
PROJECTED Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
STARTED Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
STOPPED Click in the From box to display a calendar. Select a From date and select Close. Click in the To box to display a calendar. Select a To date and select Close.
DISPOSITION Select one or more dispositions (stop/end/pause categories).
Note: Selecting None will show 'In progress' processes.