Configure a Worklist Filter

The Worklist filter dialog allows you to specify filter criteria.

You can select which columns are displayed by selecting Column. See Work Item Columns. However, you can further refine the list of work items that are displayed by configuring a work list filter.

You can select either:
  • a rule. Select a rule when you are filtering on one or two criteria. For example, all work items with specific end data and in a specific state.
  • a ruleset. You can group filter criteria together in a ruleset to create more complex expressions using a ruleset. When combining filter criteria, you are essentially combining logical ANDs and ORs in a single expression. A ruleset that is added that is subordinate to another rule or ruleset is enclosed in parentheses when the system builds the filter syntax; this means that the subordinate ruleset is evaluated separately, then its result is used to evaluate the parent rule or ruleset.

Procedure

  1. Select to display the Worklist Filter dialog.
  2. Select AND or OR, depending on your requirements.
    Note: You can use the filter string at the top of the dialog to view your filter expression.
  3. Add a rule or a ruleset, depending on your requirements.
  4. From the drop-down list, select the column that you want to configure the filter for.
    Note: By default work item attribute columns display as Attribute 1, Attribute 2, and so on. However, if a facade was applied at design-time in TIBCO Business Studio - BPM Edition, work item attribute names are displayed as defined in the facade.
  5. Select the logical operator you want to use.
    The dialog allows you to select a logical operator. Logical operators allow you to choose how the specified value is to be compared to the actual values in the column. You can specify equal to, not equal to, less than, etc. The default is "equal to".
  6. For each column, use the value field to enter the value for the items you want returned.
    The way in which you enter a value depends on the data type for the column you have selected. For example, to display all work items whose start date is prior to Oct. 1, 2010, select the Start Date column, choose the “LessThan” logical operator, then choose Oct. 1, 2010 from the value field date picker. See DateTime Data Types and Value Data Types for information on how to configure rules for each work item column. Once you have created your rules, the filter string at the top of the dialog displays the actual filter string that is passed to TIBCO BPM Enterprise.
  7. Repeat these steps for each item that you want to set filter criteria for.
    Note: To remove a rule or ruleset, select the to the right of the Rule or Ruleset. You can also all specified rules by selecting Reset.