Workflow Widget Filters

Each workflow queue can be assigned with filter criteria to get a focused view of the data. The users can set the filter criteria as temporary (reset to default on screen load/logout) or pinned (persistent on screen load/logout).

The filter drop-down on the workflow widget has options to apply a temporary filter or pin the filter making it persistent even on screen load. The filter has the following options:

• Set Filter: The user can use this option to set a filter temporarily on its respective widget. Temporary filters are represented in black color on top of the workflow widget. Once the filter is set, the user can pin this filter to make it persistent. The set filter criteria can be edited by choosing this option.

• Pin Filter: Once a filter has been configured, the user can use the Pin filter option to make the filter persistent even on screen load. Pinned filters are stored in the database and are represented in the red color font on top of the workflow widget.

• Run Pinned Filter: This option will remove any existing temporary filter and run the applied pinned filter. This option can also be used to reapply a pinned filter criteria to the widget if no other filter has been applied.

Note: If there is no record of a pinned filter in the database for a widget, then this option will have no effect on the widget data.

• Unpin Filter: This option is used to unpin an existing pinned filter. This action will remove the pinned filter data from the database and change it from red color to black color on top of the workflow widget.

• Clear Filter: This option will remove any temporary or pinned filter. The unfiltered data of the widget will be displayed.

Note: This option will not remove the pinned filter data from the database. The pinned filter will be reapplied once the user refreshed the screen or navigate back to the page.

Setting up a filter on the workflow widget

The following steps will guide the user about setting up a filter on the workflow widget:

To set up a filter on the workflow widget:

1. Navigate to Landing page → Workflow tab → Filter.

2. Click the Filter drop-down list on top of a workflow widget to view filter options

3. Click Set Filter.

4. Select the criteria from the options given. Each of the filter criteria have the following options in the drop-down list:

   • No Selection

   • Equal

   • Not Equal

   • Greater or Equal

   • Greater

   • Less or Equal

   • Less

   Select the criteria from the options given, each filter criteria will have the following options in the drop-down list:

   • No Selection

   • Equal

   • Not Equal

   • Greater or Equal

   • Greater

   • Less or Equal

   • Less

5. Select the criteria and in the text box beside enter the filter value.

6. Click OK. Click Clear to reset the filter data.

7. The filter is now effective and the filtered data is displayed. The user can pin the filter to make it persistent to page reload.

8. Click the Refresh icon beside the filter icon to refresh the data within the set filter criteria.

Pinning and unpinning a filter

To Pin/Unpin the set filter criteria on the Workflow widget:

1. After setting the filter criteria, the user can pin the filter for persistence.

2. Click the Filter drop-down list on top of a workflow widget to view filter options.

3. Click Pin Filter option. The pinned filter will be visible on the top of the workflow widget in Red color.

4. The user can unpin the filter by clicking the Unpin Filter option in the Filter drop-down menu. The filter color is changed to black.

Important: Users can have only one pinned filter in the Workflow widget. If the user requires multiple filters for a widget, they can pin the most used filter and temporarily set the rest of the filters as and when required. However, there can be multiple filter criteria for a single filter.