Chapter 3. Task filtering in Business Central

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.

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 on the star icon to open the Saved Filters pane.

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