Filtering Tasks

Use the Filter function in the Process Monitoring to restrict the number of records displayed in the Tasks list. To filter tasks you can use any of their parameters. You can also filter for deactivated tasks. Deactivated tasks are not displayed by default to prevent slow performance. For more information, see Including or Excluding Deactivated Tasks.

After you have defined your filter criteria, you can also save them as custom filters for easy reuse.

The system is delivered with predefined filters: My tasks, ABEND, My tasks, ACTIVE, My tasks, BLOCKED and My tasks, WAITINGThese predefined filters cannot be deleted.

This page includes the following:


Displaying or Hiding the Filter Pane

Click the Filter button on the Process Monitoring toolbar to open the Filter pane. Click it again to close it.

The first time you open the filter, it displays the three default filter criteria only (Task Name, Task Type and Status). These options are always visible and you cannot remove them from the pane.

Setting the Appropriate List View

The list of Tasks can be displayed in two different views. You change the list view clicking on the Show as list and Show hierarchy buttons on the Process Monitoring toolbar.

When you apply filters, think of the type of list view that is currently selected.

In the Show as list view, the filter applies to both parent and children. In the Show hierarchy view, the filter applies to parents only.

To Add Filter Criteria

  1. Click the Add Filter Criteria button.
  2. Select a criterion from the dropdown list.
  3. The new filter section is added.

    • If it is an input field, the focus is on it so that you start typing immediately.
    • If it is a combo box that allows bulk selection, it displays All. This means that selecting nothing is the same as selecting all entries in the list.
  4. After configuring the filter criteria, click the Filter button at the bottom of the pane to apply them.

Saving Custom Filters

You can save your favorite filters for future reuse. Custom filters are saved per user. If you save one under a particular user and then log in to as a different user, it will not be available.

To Save a Custom Filter

  1. Add and define the filter settings.
  2. Click the arrow on the Custom Filter button to expand the available options.
  3. Do one of the following:

    • Select Save custom filter as... and enter the name of the filter in the dialog that is displayed.
    • Select Save as <xxx> to use the name suggested by the system.
  4. Click OK.

    The filter is now available in the Custom filter dropdown list.

To Modify a Custom Filter

  1. Click the arrow on the Custom Filter button.
  2. Select the filter you want to modify.
  3. On the Filter pane modify the filter settings.
  4. Click the arrow on the Custom Filter button again.

    You have two possibilities to save the new filter:

    • Save custom filter as...

      This opens the Save custom filter as ... dialog and allows you to save the modified settings as a new filter.

    • Save as "<name of custom filter>"

      This overwrites the existing custom filter with your new settings.

To Delete a Custom Filter

  1. Select the custom filter that you want to delete.
  2. Select Delete view <name of the filter>.

Filter Options

Task Name

Enter the name or part of the name of the tasks you are searching for.

This field uses implicit wildcards at the beginning and at the end of your search string. For example, entering ABCDE actually triggers the search for *ABCDE*.

Note: Implicit wildcards are used only if there are no other wildcards in the search phrase. If you put a wildcard * in the middle of the search phrase, the wildcards at the beginning and end of the phrase do not apply.

Example: You enter KEYWORD1*KEYWORD2 in Task Name. The results will only show the tasks that start with KEYWORD1 and end with KEYWORD2. To display the task that contain KEYWORD1 and KEYWORD2 in the middle of their names, you should use the *KEYWORD1*KEYWORD2* phrase.

You can also enter wildcard characters (* and ?) within the search string. Using a ? to replace a single character does not remove the implicit * at the beginning and at the end.

Task Type


The status pane allows you to filter the tasks for any possible status recorded by the Automation Engine.

Agent Name

Filtering tasks using this option is the same as grouping them using the Group by: Agent option on the Tasks left pane.

Use this option if you know the name or part of the name of the Agent on which the tasks have been processed.

Agent Type

Use this option to see all the tasks processed by all the Agents of a particular type.

Archive Key 1/2

Archive keys are freely definable keywords that can be assigned to objects, thus helping users to search for them or filter out their tasks.

Business Unit or Region

When configuring your system it is possible to define customizable attributes that help organizing the company's processes and filter out tasks.

The list of business units or regions that is displayed on the pane when selecting these options depends on the Custom Attributes defined in your system.


Available in Client 0 only. Use this option to filter out the tasks processed by one or more Client

Commented or Modified Tasks

Use these options to filter out tasks to which a comment has been added or those that have been modified at runtime.

To see the user who last modified a task, click the arrow button on the upper right corner of the table header and select Modification Flag. An extra column is added displaying the user name and department.

Current Sync Usage

When tasks do not start or finish due to dependencies defined in the Sync object assigned to them, their status is Waiting for Sync. To find out what is blocking them, filter the tasks that are affected by the Sync object. This allows you to investigate the dependencies among tasks. If applicable, you can ignore the Sync conditions and force processing.

To Filter by Sync Usage

  1. Click Add Filter Criteria and select Current Sync Usage.
  2. Open the dropdown list to select the Sync object. Alternatively start typing its name.

    You can also use the * wildcard character to search for Sync objects.

  3. Click Add. The object is inserted below. It is displayed as a button with edit and delete icons.

    You can add as many Sync objects as you need.

    Note: If you use wildcards to search for the Sync object, the pencil icon is not available. You use this icon to open the Modify Properties dialog that allows you to change the SYNC object parameters for this particular filter instance. The result of a wildcard search is not just one specific object but most probably more than one. For this reason, editing is not possible.

It is also possible to modify the Sync object properties for this particular search instance right from the Filter pane.

To Modify the Properties of a Sync Object

  1. Add a Sync object to the filter as described above.
  2. Click the pencil icon on the Sync object button.
  3. The Modify Properties dialog is displayed.
  4. In State change the current state of the Sync object to achieve the results you expect.
  5. Optionally, specify a value.
  6. Click Modify.


Filtering tasks using this option is the same as grouping them using the Group by: Queue option on the Tasks left pane with the difference that here you can select multiple queues at a time.

Remote Status Number and Text

You can filter out tasks processed by external systems by their status in those applications. This option is available for SAP, Database and Rapid Automation Jobs (JOBS) as well as for the RemoteTaskManager (JOBQ).

In the case of SAP, SAP RemoteTaskManager and database jobs, you must define the message number of the remote status.

To Filter by Remote Status Number

Enter the message number of the remote status. The following values are possible:

To Filter by Remote Status Text

Here you can enter the status of the task in the remote system.

Specific Task Properties

This field allows you to filter the list according to specific information available in the following jobs:

Allowed wildcard characters: * and ?

Tip: Use the grouping functionality on the Tasks pane to further restrict the contents of the list.

Task Alias

The alias is the alternative name that a task can be given when it is part of a Workflow or when processing it using the Execute Once option. If defined, the alias is displayed on the task instead of its name. For more information, see Name, Title, and Alias.

Task RunID

Use this option if you know the RunID of the task you are searching for.

Time Frame

Use this option to find executions that have been processed within the period of time that you specify here.

  1. Choose one of the following options:

    • No Time Frame

      Default value. Leave it if you do not want to set a time restriction to your filter.

    • All Tasks in Time Frame

      Execution starts, ends or runs within the specified time frame

    • Task Activation

      Activated within this time frame

    • Task Start

      Started generation within this time frame

    • Task End

      Ended within this time frame

  2. Do one of the following:

    • Activate From/to and select the time frame:

      1. Click the icon to open the calendar view.

      2. Use the arrows at the top of the calendar view to select the month.
      3. Click on the date.
      4. Use the spin buttons at the bottom of the calendar view to specify a time.
      5. Do the same to define the end of the time frame.

      Alternatively, type the date and time.

    • Activate Last and specify the point in time on which the time frame begins. The end is always today if you select this option.

Deactivated Tasks and the Time Frame

See Including or Excluding Deactivated Tasks.

User Object

Tasks are owned by the users who processed them or by users who have actively taken ownership over them. Use this option to filter out tasks that are owned by a specific user.


Use this option during system upgrades. ZDU stands for Zero Downtime Upgrade.

When upgrading the Automation Engine, both the current and the new versions run simultaneously to ensure that all processes can continue despite the upgrade. The new processes take over the old processes one by one until nothing remains in the "old" version.

This option allows you to filter out tasks according to the version that is currently processing them. This way, if there are any tasks that prevent the upgrade from running smoothly, you can easily find them.

Exporting to CSV

See Exporting Tables to CSV.

See also: