Create a Filter by performing the following actions:

• Click the "+" button (3).
• Select a field by which the records will be filtered (4).
• Click the confirmation button (5) or click "Cancel" button (6) if you wish to remove the Filter criterion.
• Continue defining the Filter criterion (7) for the selected field (8).
• Select an operator which will determine the query conditions (9). By default, the "Equals" operator is selected.
• Specify the value which will be considered in the Filter (10). Depending upon the selected field and operator, populate additional requested fields.

Filtering is available on the following work item fields (11):

• Task Title
• Assignee
• Process Version Name
• Record Name
• Instance Name
• Risk
• Start Date
• Due Date

Source Object fields (12) are also available, for those objects that meet the following conditions:

• A Work-Relay Adin has selected the object in Work-Relay Settings
• The object has at least one Process Instance
• The Flow Instance (WR_BPM__Flow_Instance__c) custom object has a lookup field to the desired object.

a Work-Relay admin has selected in Work-Relay Settings:

Each field type has own set of supported operators:

• is null - Field value does not exist or contains no data.
• is not null - Field value exists and is not blank.
• equals - Field value strictly equal to the value set in the filter (for dates and times - matching selected range).
• not equal to - Field value is not equal to the value set in the filter (for dates and times - out of selected range).
• starts with - Field value starts with the string value defined in the filter.
• contains - Field value contains the string value defined in the filter input field.
• does not contain - Field value does not contain the string value defined in the filter input field.
• in - Field value equals at least one of the values listed in the filter input field, selected in multi-select lookup or selected in checkboxes list.
• not in - Field value does not equal any of the values listed in the filter input field, selected in multi-select lookup or selected in checkboxes list.
• less/greater than - Field value is less/greater than the value set in the filter.
• less/greater than or equal - Field value is less/greater than or equal to the value set in the filter.
• includes - Field value includes any of the values selected with checkboxes (suitable for multiselect fields).
• excludes - Field value does not include any of the values selected with checkboxes (suitable for multiselect fields).

Each field type has allowed values and displays proper input fields or pickers depending on the selected operator.  See the table below:

Work item fields are added as special pre-defined filters:

Task Title:

• Defined as Step Name or Task/Issue Subject
• Supports the same operators and values as Long Text fields (see table above).

Assignee:

• Supports equals / not equal to and contains / does not contain operators.
• Works with the same values as Lookup (multiple objects) field (see table above):
  • Select an assignee type in the left picker of "Assignee" field (13)
  • Start type and select assignee name in the lookup part of "Assignee" field (14)
  • Add more assignees if necessary

Process Version Name:

• Supports  in / not in operators.
• Works with same values as a Lookup (one object) field (see table above):
  • Select a process in the lookup field (15)
  • Add more processes, if needed
  • Turn on "Include Subflows" checkbox (16) to show subprocesses that also match the filter criteria

Record Name:

• Supports  in / not in operators.
• Works with same values as a Lookup (multiple objects) field (see table above):
  • Select the record data source object by clicking button (17)
  • Search for the desired record name by entering text in the input field (18) and clicking the record name.
  • Add more records, if necessary.

Instance Name:

• Supports equals / not equal to and starts with / contains / does not contain operators.
  • Search the desired instance name by entering text in the input field and selecting the desired record:

Risk:

• Supports equals / not equal to  operators.
  • Select the Risk level from one of pre-defined values in the picklist (20).

Start Date and Due Date:

• Support the same operators and values as Date fields (see table above).

Data Source Object fields:

• Select the desired Source Object from the filter picklist (21, available objects are listed at the bottom).
• Select the desired field from the picklist, as well as an operator.
• Select or specify the desired value in the controls/inputs that appear. These inputs vary depending upon the fields type, as indicated in the table above.

When multiple filter criteria have been added, they are combined with simple "AND" logic by default - this means filtered records will match all filter criteria.

This can be changed by setting different logic. To do this:

• Click the "Configure Logic" button (22) that will appear after two or more criteria have been added to filters. The "Filter Logic" form will be shown, and numbers will appear on the each filter criterion (23).
• By default, the Filter Logic is set to "AND" between each criterion. Define the desired logic using boolean expressions (24) and criteria numbers.
• Apply filters (25).

Items on the Task Manager can be sorted by many criteria. To define the default sorting, click the "Sort" button (26) and select the desired work item or Data Source Object field (27), then select the desired direction (ascending or descending, 28):

The defined sort order will be applied automatically and shown in the Task Manager header (29):

• Click the "Apply" button (30) to apply set filter criteria to dashboard.
• Click the "Clear" button (31) to remove filter criteria and reload the dashboard.
• Click the "Save as" button (32) to save set filter criteria as a new Custom Filter in the "New Filter Configuration" (33) popup:

• Title - Enter the name of the new filter.
• Is Default (34) - When checked, the new filter will be applied by default to the Dashboard when it is next opened.
• Is Public (35) - When checked, the new filter will be available for other Work-Relay users within your Salesforce org.

After clicking the "Save" button, the filter will appear in the list of Views (36) at the top of the dashboard:

Custom filters can be deleted. Click the "Remove" button (37) next to filter title in the list, then confirm your choice:

After confirming deletion, the Dashboard will be refreshed and the default filter will be applied. The deleted filter will no longer appear in the Views list.

After selecting a filter, the "Save" (38) button will be enabled, along with the "Make Default" (39) button:

Changes can be made to the filter criteria and saved.

If the "Make Default" button is blue, it indicates that current filter is already set as the default. If this button is gray, clicking it and confirming (40) will set the current filter as the default: