Filter the Process Grids

Focus on the Process Tasks you care about most by applying criteria to the filter.

You can filter the grid by multiple criteria at one time, but only Process Tasks that meet all the criteria are displayed.

Your filter selections apply to you only - other users can set their own filters.

  1. Click on Processes in the header.
  2. In the Ref column, select the process you want to work with.
  3. Select the view you want to work with - Summary or List.
  4. Click the Filters button .
    The Filters pane appears and each relevant element appears as a type of criteria.
  5. Select an element to view and choose from the possible selections. Select a check box to apply the element as criteria for the filter. Clear the check box for any criteria you don't want considered.
    Each change you make prompts a grid refresh.
  6. When you're ready, hide the Filters pane by clicking the Hide Filters button .
  7. If you want to change your filter selections, repeat steps 4 and 5.
If you left filter selections in place, the Filter button appears blue and the list of records is limited to just those that meet all the criteria you selected.
Additional options to make records and work items easier to find: