Filtering Tasks in the Workflow Editor

As a developer and object designer, you will often have to find the tasks in a Workflow that share certain properties. For example, which tasks run on a specific Agent, which ones have the same object type, which ones have rollback enabled, and so forth. Use the filter functions to narrow down the tasks in a Workflow according to their shared properties.

To Filter Tasks in the Workflow Editor

  1. Click the Filter button in the Workflow toolbar to open the filter pane.

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

  2. Click the Add Filter Criteria button.

  3. Select the task property that you want to use to narrow down the tasks in the Workflow. The new filter section is added.

    • If it is an input field, the focus is on it so that you start typing immediately. Enter the value or part of the value that you want to filter for.

    • If it is a combo box that allows bulk selection and it displays All, this means that selecting nothing is the same as selecting all entries in the list.

    In addition to the default criteria, you can filter tasks for the following properties:

    • Task Active/Inactive

    • Task Post-Conditions

    • Task Pre-Conditions

    • Task Rollback

  4. Click the Filter button at the bottom of the pane to apply them.

  5. The tasks that meet the filter criteria are highlighted. The tasks that DO NOT meet the filter criteria are grayed out.

    If one or more tasks were already selected before applying a filter, those tasks remain selected. The properties pane is automatically refreshed to reflect what is selected.

  6. To navigate back and forth through the highlighted tasks, use the arrow back/forth buttons that are next to the Search field in the Workflow toolbar.

See also:

Filtering Tasks in the Workflow Monitor