Chapter 4. Process instance filtering in Business Central
Business Central now provides you with basic and advanced filters to help you filter and search through process instances. You can filter processes by attributes such as State, Errors, Filter By, Name, Start Date, and Last update. You can also create custom 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 Manage Process Instances page.
All users except those with manager or rest-all roles can access and filter process instances in Business Central.
4.1. Filtering process instances using basic filters
Business Central provides basic filters for filtering and searching through process instances based on their attributes such as State, Errors, Filter By, Name, Start Date, and Last update.
Procedure
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In Business Central, go to Menu
Manage Process Instances. On the Manage Process Instances page, click the filter icon on the left of the page to expand the Filters pane.
This pane lists the following process attributes which you can use to filter process instances:
- State: Filter process instances based on their state (Active, Aborted, Completed, Pending, and Suspended).
- Errors: Filter process instances that contain at least one or no errors.
Filter By: Filter process instances based on Id, Initiator, Correlation Key, or Description attribute.
- Select the required attribute.
- Enter the search query in the text field below.
- Click Apply.
- Name: Filter process instances based on process definition name.
- Start Date: Filter process instances based on their creation date.
- Last update: Filter process instances based on their last modified date.
You can also use the Advanced Filters option to create custom filters in Business Central.
4.2. Filtering process instances using advanced filters
You can create custom process instance filters using the Advanced filters option in Business Central.
Procedure
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In Business Central, go to Menu
Manage Process Instances. - On the Manage Process Instances page, click on Advanced Filters icon.
- In the Advanced Filters pane, enter the name and description of the filter, and click Add New.
- Select an attribute from the Select column drop-down list, for example, processName. The content of the drop-down changes to processName != value1.
- Click the drop-down again and choose the required logical query. For the processName attribute, choose equals to.
Change the value of the text field to the name of the process you want to filter.
NoteThe processName must match the value defined in the business process of the project.
- Click Save and the processes are filtered according to the filter definition.
Click on the star icon to open the Saved Filters pane.
In the Saved Filters pane, you can view all the saved advanced filters.
