Saving a View

You can create custom views that specify which instances are displayed and how they are displayed. When you create a custom view, you can access it from the Views panel.

1. In the Views panel, select a view. The view will display in the Work List panel.
2. In the View toolbar, click the Search icon (). The search pane will appear in the top of the Work List panel.
3. In the Processes section, select the checkbox for each of the processes you want to include in the view.
4. To filter instances based on their role assignment, in the Show Instances section, choose the condition you desire from the Assigned to drop-down list. To include aborted or completed instances in the view, you must select All for this option
5. To filter instances based on their status, in the Conditions section, select the Case sensitive checkbox so that WorkSpace matches the case of the conditions, and the Match all conditions checkbox if you want all conditions to be met, rather than just one or some of them.
6. Use the Add button to add conditions to the search as needed. To remove a condition, click on the Remove icon () for that condition.
7. When you have set all the search parameters, click Search. The instances that match your search criteria are shown in the Work List.
8. If you are satisfied with the results of the search, click Save As to save the search as a view for future use. The Save View As dialog box will appear.
9. Fill in the Description text box. Optionally, specify a parent view (so your new view hangs from the parent view in the Views panel). Click Save.

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