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Configure grid filtering mode

Overview

Users can filter columns in Flowtime and Hot Operations grids. By default, filters open in Basic mode, which performs the most common filtering operation for the specific type of data. For more complex filtering operations, users can select the Advanced mode.

Basic modeAdvanced mode

If required, you can configure a column filter to display a multi-selection filter instead of the default behavior.

Filtering options by data type

Types of dataFiltering options
String
  • Contains (default)
  • Does not Contain
  • Equal to
  • Not Equal to
  • Starts with
  • Ends with
Number
  • Equal to (default)
  • Not equal to
  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
Boolean
  • Check
  • Unchecked (nulls = unchecked)
DateBasic mode 
  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • Last 12 months
  • This month
  • Last month
  • This year
  • Last year
Advanced mode
  • On
  • Not on
  • On or after
  • After (default)
  • On or before
  • Before

Functionality

  • Filtered columns display this icon.
  • To reset filters, click Clear Filter ().
  • The relationship between the column filters is AND.
  • In Advanced mode, the operators Or and And determine the relationship between the conditions within the column.
    And is the default selection.
  • You can add up to 10 filtering conditions by column. For example, as team leader, you can retrieve tasks due through December 1 and January 1, but not on December 29.
  • The system saves changes the user makes to filter definitions and displays the filtered grid next time the user logs in.
  • The following columns are not filterable:
    • HotOperations: Assigned and Team columns in Team Leader grids.
    • Flowtime: Process Name in all grids.

Configure filters to multi-selection mode

You can configure filters to display a list of selectable items instead of the default Basic/Advanced mode.
For example, you can change the filter of the From column to display a list of the names of task initiators.  

ParameterValueLocation
FilterTypeMultiShared Resources/Components/Flowtime/Config/ServiceMetadata
IMPORTANT
  • Columns that include data of type date do not support multi-selection filters.
  • Multi-selection filters can include a list of up to 200 items. 

Procedure

  1. To set up a column in multi-selection filter mode, open the respective grid's ServiceMetadata file, located at Shared Resources/Components/Flowtime/Config/ServiceMetadata.  
  2. Add the FilterType atribute to the column section, and set it to Multi.

Example

<DataBoundcolumn
 DataType="System.String"
 DataField="From"
 Name="From"
 FilterType="Multi"
 Caption="Resx(From)" />

NOTE
The Stage column is set to multi-selection filter by default.
To apply the default filtering mode, remove theFilterTypeattribute.