Click the Filter button (1) at the top of Planning Dashboard to open the Filters sidebar (2). Click the "+" button (3) to add filter criteria.

Filtering is available on the following fields:

Record Name

• Select the record data source object by clicking the icon (4).
• Enter the search text (5) and clicking the desired record name.
• Multiple record names may be selected, if desired.

Process Name

• Select a Process in the lookup field (6).
• Multiple Processes may be entered, if desired.
• Enable the "Include Subflows" checkbox (7) to return results for sub-processes of matching parent processes.

Step Name

• Enter the search text (8). If desired, select a specific step. If no specific step is selected, the system will search for steps by the text string entered.

Assignee

• Select an assignee type by clicking the icon (9).
• Enter the search text and select the desired Assignee (10).
• Enable the "Show unassigned steps" checkbox (11) to show steps that have no assignees.
• Enable the "Show system steps" checkbox (12) to show steps that are assigned to the system.

Date

• Select one of the pre-defined date ranges (13). By default, the "All time" value is selected. Select "Empty" to return steps that have no date specified.
• If "Custom" is selected, the "From" and "To" fields will be displayed (14), allowing dates to be entered.

Status

• Select a Status value, or "All," from the picklist (15).

Instance Status

• Select an Instance Status, or "All," from the picklist (16).

Data Source Object fields (from version 8.2):

• Select the desired Source Object from the filter picklist.
• Select the desired field from the picklist, as well as an operator.
• Select or specify the desired value in the appropriate field. These inputs vary depending upon the field type, as indicated in the table in the article about Task Manager filters.

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

If desired, custom filter logic may be defined. To do this:

• Click the "Configure Logic" button (17) that will appear after two or more filter criteria have be added. The "Filter Logic" form will be displayed, and each filter criterion will be numbered (18).
• The default "AND" logic may be modified as needed, using boolean expressions (19) and criteria numbers.

• Click the "Apply" button (20) to apply the defined filter criteria to the dashboard.
• Click the "Clear" button (21) to remove all filter criteria and reload the dashboard.
• Click the "Save as" button (22) to save the defined filter criteria as a new Custom Filter. A "New Filter Configuration" (25) popup will appear:

Enter the Title for the new filter.
Enable the Is Default checkbox (26) if this new filter should be applied by default to the Planning Dashboard the next time you open it.
Enable the Is Public checkbox (27) if this new filter should be available for other users to select when they view the Planning Dashboard.

Click the Save button to close the New Filter Configuration popup. The new filter will appear in the list of filters (28) at the top of Dashboard:

When a filter has been selected the "Save" button (23, above) and the "Make Default" button (29) will be enabled in the Filters panel.

If the "Make Default" button is blue, it indicates that the current filter is currently set as the default. If this button is gray, click it to confirm that it should be the default filter (30).

Saved custom filters may be deleted by clicking the "Remove" button (31) next to the filter title in the list.

Confirm your decision in the Filter Deletion popup.

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