> For the complete documentation index, see [llms.txt](https://docs.eximee.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.eximee.com/documentation/documentation-en/budowanie-aplikacji/interfejs-uzytkownika/eximee-dashboard/filtrowanie-listy-zadan-i-spraw.md).

# 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**:

```js
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><img src="/files/65ff7fbb973b13bda2240c84b374ec5665da97c0" alt=""><figcaption><p>Figure 1. Filtering the case list</p></figcaption></figure>

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: ![Ikona filtra](/files/239b2c3395e47149bd1e8554a822ce14051b1fdd)

### 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><img src="/files/2cef49a26caa95bdcaa3b07206559ea4500c3d94" alt=""><figcaption><p>Figure 2. Advanced filter of the task list</p></figcaption></figure>

### 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><img src="/files/4912a24990640d5c3c58efb2cb37ef81a3dfad1a" alt=""><figcaption><p>Figure 3. Advanced filter of the case list</p></figcaption></figure>


---

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