K2 Process Portals - Process Instances Report Filters
Each displayed report within the Process Instances section has drill down functionality to view the next layer of data and can be utilized by clicking on the provided link. The Configuration button is available on all of these layers.
The Filter Criteria dialog box is accessed by selecting the Filters tab on the Configuration screen and clicking Add. Filters can be added to only view specific details according to the specified criteria.
Filter Types
There are mainly 4 different types of filters that can be applied:
- Text filters
- Duration filters
- Date filters
- Lookup filters
Below is an example of one of the filters that are available on the different layers
Add Filter
Complete the Filter Criteria dialog box and click OK
Fig. 1. Process Instances Report Filter Criteria
| Feature | What it is | How to use it |
|---|---|---|
| Field Name | A specific field can be selected from the list for the Filter being added | Select a field from the list |
| Compare Operator | Various Compare Operators are available to compare the Field Name with the Value | Select an operator from the list |
| Value | This is the value that will be used in conjunction with the Field Name and Compare Operator to filter the report | Type in the Value you would like to filter on |
Multiple Filters
Multiple filters can be added using the Logical Operator as shown below.
Fig. 2. Multiple Filters
Edit or Remove Filters
Click on the Configuration button, click on the Filters tab, then select the filter you want to edit and click Edit. The Edit Filter Criteria Item dialog box will open from where the filter can be edited. To remove a filter, simply select the filter and click Remove. The Remove All option will remove all the filters set up.
Fig. 3. Edit or Remove Filter
| Feature | What it is |
|---|---|
| Add | Click on the Add button to add new filters |
| Edit | Select the filter, then click on the Edit button to edit an existing filter |
| Remove | Select a filter, then click Remove to remove an existing filter |
| Remove All | Click the Remove All button to remove all existing filters |
