Chapter 3. Task filtering in Business Central

Business Central provides built-in filters to help you search tasks. You can filter tasks by attributes such as Status, Filter By, Process Definition Id, and Created On. It is also possible to create custom task 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 Task Inbox page.

3.1. Managing task list columns

In the task list on the Task Inbox and Manage Tasks windows, you can specify what columns to view and you can change the order of columns to better manage task information.

Note

Only users with the process-admin role can view the task list on the Manage Tasks page. Users with the admin role can access the Manage Tasks page, however they see only an empty task list.

Procedure

  1. In Business Central, go to MenuManageTasks or MenuTrackTask Inbox.
  2. On the Manage Task or Task Inbox page, click the Show/hide columns icon to the right of Bulk Actions.
  3. Select or deselect columns to display. As you make changes to the list, columns in the task list appear or disapper.
  4. To rearrange the columns, drag the column heading to a new position. Note that your pointer must change to the icon shown in the following illustration before you can drag the column:

    column icon
  5. To save your changes as a filter, click Save Filters, enter a name, and click Save.
  6. To use your new filter, click the Saved Filters icon (star) on the left of the screen and select your filter from the list.

3.2. Filtering tasks using basic filters

Business Central provides basic filters for filtering and searching through tasks based on their attributes such as Status, Filter By, Process Definition Id, and Created On.

Procedure

  1. In Business Central, go to MenuTrackTask Inbox.
  2. On the Task Inbox page, click the filter icon on the left of the page to expand the Filters pane and select the filters you want to use:

    • Status: Filter tasks based on their status.
    • Filter By: Filter tasks based on Id, Task, Correlation Key, Actual Owner, or Process Instance Description attribute.
    • Process Definition Id: Filter tasks based on process definition ids.
    • Created On: Filter tasks based on their creation date.

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

3.3. Filtering tasks using advanced filters

You can create custom task filters using the Advanced Filters option in Business Central.

Procedure

  1. In Business Central, go to MenuTrackTask Inbox.
  2. On the Task Inbox page, click the advanced filters icon on the left of the page to expand the Advanced Filters panel.
  3. In the Advanced Filters panel, enter the filter name and description, and click Add New.
  4. Select an attribute from the Select column drop-down list, such as Name. The content of the drop-down changes to Name != value1.
  5. Click the drop-down again and choose the required logical query. For the Name attribute, choose equals to.
  6. Change the value of the text field to the name of the task you want to filter.

    Note

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

  7. Click Save and the tasks 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 the saved advanced filters.

3.4. Managing tasks using default filter

You can set a task filter as a default filter using the Saved Filter option in Business Central. A default filter will be executed every time when the page is open by the user.

Procedure

  1. In Business Central, go to MenuTrackTask Inbox or go to MenuManageTasks.
  2. On the Task Inbox page or the Manage Tasks page, click the star icon on the left of the page to expand the Saved Filters panel.

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

    Default filter selection for Tasks or Task Inbox

    Default filter selection for Tasks or Task Inbox

  3. In the Saved Filters panel, set a saved task filter as the default filter.

3.5. Viewing task variables using basic filters

Business Central provides basic filters to view task variables in Manage Tasks and Task Inbox. You can view the task variables of the task as columns using Show/hide columns.

Procedure

  1. In Business Central, go to MenuManageTasks or go to MenuTrackTask Inbox.
  2. On the Task Inbox page, click the filter icon on the left of the page to expand the Filters panel
  3. In the Filters panel, select the Task Name.

    The filter is applied to the current task list.

  4. Click Show/hide columns on the upper right of the tasks list and the task variables of the specified task id will be displayed.
  5. Click the star icon to open the Saved Filters panel.

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

3.6. Viewing task variables using advanced filters

You can use the Advanced Filters option in Business Central to view task variables in Manage Tasks and Task Inbox. When you create a filter with the task defined, you can view the task variables of the task as columns using Show/hide columns.

Procedure

  1. In Business Central, go to MenuManageTasks or go to MenuTrackTask Inbox.
  2. On the Manage Tasks page or the Task Inbox page, click the advanced filters icon to expand the Advanced Filters panel.
  3. In the Advanced Filters panel, enter the name and description of the filter, and click Add New.
  4. From the Select column list, select the name attribute. The value will change to name != value1.
  5. From the Select column list, select equals to for the logical query.
  6. In the text field, enter the name of the task.
  7. Click Save and the filter is applied on the current task list.
  8. Click Show/hide columns on the upper right of the tasks list and the task variables of the specified task id will be displayed.
  9. Click the star icon to open the Saved Filters panel.

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