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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. 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. Log in to Business Central and click Menu → Track → Task Inbox.

  2. On the Task Inbox page, click the filter icon on the left of the page to expand the Filters pane.

    This pane lists the following task attributes which you can use to filter tasks:

    1. Status: Filter tasks based on their status.

    2. Filter By: Filter tasks based on Id, Task, Correlation Key, Actual Owner, or Process Instance Description attribute.

      1. Select the required attribute.
      2. Enter the search query in the text field below.
      3. Click Apply.
    3. Process Definition Id: Filter tasks based on process definition ids.
    4. Created On: Filter tasks based on their creation date.

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

3.2. Filtering tasks using advanced filters

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

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Task Inbox page, click the Advanced Filters icon on the left of the page to expand it.
  3. In the Advanced Filters tab, enter the name and description, and click Add New.
  4. Select an attribute from the Select column drop-down list, for example, 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.

3.3. Defining special filters for tasks

You can use the Advanced filters option in Business Central to create special filters for tasks in Manage Tasks and Task Inbox. When you create a special 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, click Menu → Manage → Tasks or click Menu → Track → Task Inbox.
  2. On the Manage Tasks page or the Task Inbox 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 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 pane.

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