Quick filter

Certain sections in bpm’online have quick filters. Use a quick filter to filter data by the most frequently used conditions (Fig. 29).

Fig. 29 Using the quick filter

For example, the [Activities] section contains a quick filter as it is needed to analyze employee's activity during the specified time period. By default, quick filters are enabled. Quick filter parameters may vary depending on a section.

Contents

• Filtering by time period

• Filtering by owner

Filtering by time period

You can filter records by time period, for example, to display the activities for the current or previous week.

There are three quick filter presets:

• – show records for the current day;

• – show records for the current week;

• You can select a standard period, for example, “Yesterday”, “Current week”, “Next week”, “Previous month”, and so on. You can also set a custom period by specifying its start and end dates using the built-in calendar.

Note

Previous, current and next week are considered to be a calendar period. For example, if the previous month was December, then when you select the “Previous month” period in the [Activities] section, the activities will be displayed for the period of time between 1st and 31st of December.

Note

Use the advanced filter to display records by quarter, half year or other custom periods in the list.

To set up a custom filter period, select start and end date of the period using the built-in calendar. You can open the calendar by clicking the start or end date of the period (Fig. 30).

Fig. 30 Opening the calendar filter

Filtering by owner

Apply a filter by owner, for example, to display activities by one or more employees.

To view data by a certain owner, select the user's name in the filter menu. To view data about several owners, select the [Add owner] command in the menu and specify the user in the opened window.

To cancel a filter by owner, select the [Clear] command in the filter menu.