Filtering the task list and case list

In the Eximee Dashboard, it is possible to filter data on the task list and case list.

Basic filtering

The mechanism for filtering the task list and case list allows tasks to be searched by a process variable SEARCH_STRING. Multiple fields combined into a single string (e.g. separated by commas) can be passed to the variable, which makes it possible to search for data by a fragment of the value. The filter works based on the LIKE operator known from SQL.

The variable value SEARCH_STRING should contain all data by which the user should be able to search.

Example script setting a value for the variable SEARCH_STRING:

def submittedLeads = execution.getVariable("submittedLeads")
def rejectedLeads = execution.getVariable("rejectedLeads")
def businessKey = execution.getVariable("start.formInstanceNumber")
def lead = execution.getVariable("Lead")
def cif = execution.getVariable("CIF_Klienta")
def time = execution.getVariable("Czas_lokalny")
def modSkp = execution.getVariable("SKP_Wypełniającego")
def skp = execution.getVariable("SKP_doradcy_portfelowego")
def branchSkp = execution.getVariable("Oddział_zgłaszającego")

def dashboardParams = [
	"Application number"            : businessKey,
    "Selected leads"             : lead,
    "Client CIF"               : cif,
    "Application submission time"     : time,
    "Filler's SKP"        : modSkp,
    "Portfolio advisor's SKP"  : skp,
    "Branch SKP"              : branchSkp,
	"Submitted leads"            : submittedLeads,
	"Rejected leads"            : rejectedLeads
]

searchString = businessKey + "," + 
               cif + "," + 
               time + "," + 
               modSkp + "," + 
               kp + "," + 
               branchSkp

execution.setVariable("PROCESS_DASHBOARD_DESCRIPTION", "Lead generation process")
execution.setVariable("PROCESS_DASHBOARD", dashboardParams)
execution.setVariable("SEARCH_STRING", searchString)

In the above example, searching will be possible, among others, by:

• application number,
• client CIF,
• submission time,
• SKP identifiers.

The basic search filter is located in the upper left corner (the field with a "magnifying glass"). Example of filtering the case list by branch SKP number:

Figure 1. Filtering the case list

For the filter to work correctly, the variable SEARCH_STRING must be added to the process variables.

Filters are saved in the URL, which makes it possible to share a link with the set filters with other users and to change filters from the URL.

Advanced filtering

The advanced filtering functionality is marked with the symbol:

Task list

Available filtering parameters:

• Case status

  • Filtering by the businessStatus variable.
  • Multiple-choice field.
  • The list of available values is controlled by the variable FILTER_TASK_STATUSES.
• Person assigned to the task

  Available options:

  • all tasks,
  • only my tasks,
  • only unassigned tasks,
  • tasks of selected users (search by a minimum of 3 characters, multiple users can be selected).
• Task creation date

  • Ability to specify a date range (from – to).
• Case type

  • Filtering by the variable processDefinitionKey.
  • Multiple-choice field.
  • The list of values is controlled by the variable FILTER_PROCESS_TYPES.
• Case ID

  • Filtering by the businessKey variable.
  • Searching works on the basis of the LIKE.

Figure 2. Advanced filter of the task list

Case list

Available filtering parameters:

• Case status

  • Filtering by the variable businessStatus.
  • Multiple-choice field.
  • The list of values is controlled by the variable FILTER_PROCESS_STATUSES.
• Case type

  • Filtering by the variable processDefinitionKey.
  • Multiple-choice field.
  • The list of values is controlled by the variable FILTER_PROCESS_TYPES.
• Case ID

  • Filtering by the variable businessKey.
  • Searching works on the basis of the LIKE.

Figure 3. Advanced filter of the case list