Red Hat Training

A Red Hat training course is available for Red Hat Process Automation Manager

Chapter 4. Process instance filtering in Business Central

Business Central now provides you with basic and advanced filters to help you filter and search through process instances. You can filter processes by attributes such as State, Errors, Filter By, Name, Start Date, and Last update. You can also create custom filters using the Advanced Filters option. The newly created custom filter is added to the Saved Filters pane, which is accessible by clicking on the star icon on the left of the Manage Process Instances page.

Note

All users except those with manager or rest-all roles can access and filter process instances in Business Central.

4.1. Filtering process instances using basic filters

Business Central provides basic filters for filtering and searching through process instances based on their attributes such as State, Errors, Filter By, Name, Start Date, and Last update.

Procedure

  1. In Business Central, click Menu → Manage → Process Instances.

  2. On the Manage Process Instances page, click the filter icon on the left of the page to expand the Filters pane.

    This pane lists the following process attributes which you can use to filter process instances:

    • State: Filter process instances based on their state (Active, Aborted, Completed, Pending, and Suspended).
    • Errors: Filter process instances that contain at least one or no errors.

    • Filter By: Filter process instances based on Id, Initiator, Correlation Key, or Description attribute.

      1. Select the required attribute.
      2. Enter the search query in the text field below.
      3. Click Apply.
    • Name: Filter process instances based on process definition name.
    • Start Date: Filter process instances based on their creation date.
    • Last update: Filter process instances based on their last modified date.

You can also use the Advanced Filters option to create custom filters in Business Central.

4.2. Filtering process instances using advanced filters

You can create custom process instance filters using the Advanced filters option in Business Central.

Procedure

  1. In Business Central, click Menu → Manage → Process Instances.
  2. On the Manage Process Instances page, click the Advanced Filters icon.
  3. In the Advanced Filters pane, enter the name and description of the filter, and click Add New.
  4. Select an attribute from the Select column drop-down list, for example, processName. The content of the drop-down changes to processName != value1.
  5. Click the drop-down again and choose the required logical query. For the processName attribute, choose equals to.

  6. Change the value of the text field to the name of the process you want to filter.

    Note

    The processName must match the value defined in the business process of the project.

  7. Click Save and the processes are filtered according to the filter definition.

  8. Click the star icon to open the Saved Filters pane.

    In the Saved Filters pane, you can view all the saved advanced filters.

4.3. Defining special filters for process instances

You can use the Advanced filters option in Business Central to create special filters for process instances. When you create a special filter over the column processId, you can view the process instance variables of the process as columns using Show/hide columns.

Procedure

  1. In Business Central, click Menu → Manage → Process Instances.
  2. On the Manage Process Instances page, click the Advanced Filters icon.
  3. In the Advanced Filters pane, enter the name and description of the filter, and click Add New.
  4. From the Select column list, select the processId attribute. The value will change to processId != value1.
  5. From the Select column list, select equals to for the logical query.
  6. In the text field, enter the name of the process id.
  7. Click Save and the filter is applied on the current process instance list.
  8. Click Show/hide columns on the upper right of the process instances list and the process instance variables of the specified process id will be displayed.

  9. Click the star icon to open the Saved Filters pane.

    In the Saved Filters pane, you can view all the saved advanced filters.