Filtering and Sorting Data Entries

For some columns in Portal tables, a filtering and/or sorting mechanism is provided.

Filtering Data Entries

For some columns in Portal tables, a filtering mechanism is provided. To filter the data displayed in a column, select the Filter icon in the table toolbar to open this dialog.

Filter Dialog
Figure: Filter Dialog for Date Entries

Filters are displayed in the column header cell. In case no filter is set, the column header displays "No filter set."

No Filter Set
Figure: No Filter Set

In case a filter is set, this is indicated in the column header with the filter range displayed.

Filter Set
Figure: Filter Set indicated in Column Header.

Filtering Types

The following different filtering types are available depending on the column data type:

Section Resetting Filters describes how to reset filters.

Filtering String entries

String entries can be filtered via the Like mechanism. You can use the asterisk '*' wildcard. Note that the search is case-insensitive.

String Filter
Figure: String Filter

Filtering Name entries

By default, search is performed for the specified character. If first name and last name are provided then search is performed on both the strings. If only one of the two search strings are specified then search is performed only for that matching string and other field is ignored.

Name Filter
Figure: Name Filter

Filtering User entries

To search for a user, enter the name or a text the name contains in the entry field. As soon as you enter the text, user names matching the pattern are provided in the drop-down list. You can select the user from the list. Note that the search is per default case-sensitive with the exception of the first letter. You can change to case-insensitive search by setting the property Carnot.Client.Search.CaseSensitive in your carnot.properties file to false.

User Filter
Figure: User Filter

Filtering Numeric entries

The numeric filter allows filtering between. You can enter a From and a To value. Unspecified upper or lower limit allows defining greater than or less than.

Numeric Filter
Figure: Numeric Filter

Filtering enumeration type entries

If you filter for enumeration values a drop-down list is provided in the dialog with all existing enumeration values. Select the value you like to filter for.

Enumeration Filter
Figure: Enumeration Filter

You can also type the first beginning letters of the desired filter value. Once one of the enumeration values match, it is displayed in the selection field.

Filtering Date entries

Filtering for dates allows between filtering. You can either enter a From and a To value in the current supported date format (e.g. dd/mm/yy:hh:mm PM), or use the date picker in the provided calendar.

Date Filter
Figure: Date Filter

Similarly, you can filter end time.

Filtering End Time
Figure: Filtering Last Modified Date and Time

Filtering Activities

To filter activities, you can select the activities from multiple processes. The activities are sorted in alphabetical order.

In the Process box, you have the following options:

In the Activity box you can select a single activity or multiple activities for the filter.

Filtering Activities
Figure: Filtering Activities

Filtering Criticality

The activity criticality filter can be set using the Like mechanism. You can provide the criticality label in the Select Criticality text box. By default, criticality labels are defined as High , Medium and Low.

Filtering Criticality
Figure: Filtering Criticality

Filtering Processes

To filter processes, you can select the processes from a provided list. The processes are sorted in alphabetical order.

Filtering Processes
Figure: Filtering Processes

Per default, auxiliary processes are not included in the processes list, which is indicated via the following icon: . Click this icon to include auxiliary processes.

The following icon is indicating that auxiliary processes are included: . Click this icon if you like to exclude auxiliary processes again.

A tooltip is provided for process names in the list.

Process Name Tooltip
Figure: Example tooltip for a long process name

Filtering Root Processes

To filter root processes, you can select root processes from a list. The processes are sorted in alphabetical order.

Filtering Status
Figure: Filtering Root Processes

Per default, auxiliary processes are not included in the root processes list, which is indicated via the following icon: . Click this icon to include auxiliary processes.

The following icon is indicating that auxiliary processes are included: . Click this icon if you like to exclude auxiliary processes again.

A tooltip is provided for root process names in the list.

Root Process Name Tooltip
Figure: Example tooltip for a long root process name

Filtering Descriptor Values

A special case are <custom descriptor> columns. Worklists can be filtered on descriptors common for the displayed processes or activities.

Filtering Business Dates

Filtering for business dates allows between filtering. You can either enter a From and a To value in the current supported date format (e.g. dd/mm/yy:hh:mm PM), or by using the date picker in the provided calendar. For more information about this column, please refer the chapter Viewing Worklist.

Date Filter
Figure: Business Date Filter

Filtering by Status

To filter a column by status, select one or more status types from a list. The available status types depend on the table content.

Resetting Filters

You can simply remove a filter by clicking the Filter icon again.

The status of the filter will return to No filter set afterwards.

Sorting Table Content

Tables may be sorted by any sortable column by clicking the sort icon in a column. By default, it is sorted in descending order that is the newest item is always displayed on top. The sort icon is divided in two triangles. When you click on the sort icon the triangle is highlighted to indicate the sort. The table data can be toggled between ascending and descending order when the sort icon is clicked.

Sorting on Category Columns

Note that if you try to sort on Category columns, the row which shows Total counts would be shown as the last row of table and the row which shows Undefined counts would be shown as the second last row of table, regardless of sorting.