Customizing Category Views

Overview of Customizing Category Views

You can customize the category views in the following ways:
  • manage which columns are displayed, and determine the order of the columns in a list
  • set the sort order and direction of the attributes
  • create, save, and manage filters

Manage Columns in a List

To add, remove, or reposition columns in a list, click the Manage Columns button Manage Columns button on the toolbar.
The Manage Columns button displays the Manage Columns window, which reflects the current settings of the list. Here is an example of the Manage Columns window.
Manage Columns Window
Manage Columns window
To add, remove, and reposition columns, use the control buttons that are described below.
Note: Changes that you make affect only the category views on your computer.
Tip
You can select a set of noncontiguous columns in the list and then add, remove, or reposition the selected set as a single entity.
Manage Columns Window Buttons
Button
Description
Add Selected button
Adds one or more selected columns to the list.
Add All button
Adds all available columns to the list.
Remove Selected button
Removes one or more selected columns from the list.
Remove All button
Removes all columns from the list.
Move Up button
Moves one or more selected columns to the left in the list.
Move Down button
Moves one or more selected columns to the right in the list.
Note: The workspace filter is applied to all columns in the view, even to columns that you remove from the Displayed columns list as long as they are still in the Available columns list. For example, if you remove the Name column from a list, the filter still searches for name values and returns results based on the contents of that column. For more information about using filters, see Filtering List Content.

Sort Lists by Column Content

Sort Single Columns in a List

When you display a list of items in a category view, click a column label to sort rows in ascending order, based on the values in the selected column. Clicking the column heading toggles between ascending and descending order.
To indicate that a column is sorted, a sort icon appears next to the column label and shows whether the sort is in ascending (Ascending sort icon) or descending (Descending sort icon) order. The sort icon does not appear next to the label until that column is sorted.

Sort Multiple Columns in a List

You can also sort a list by more than one column and, if desired, in ascending order by some columns and in descending order by other columns.
To sort a list by more than one column, click the Sort button Sort Button on the toolbar.
The Sort button displays the Sort window, which reflects the current sort order of the list. Here is an example of the Sort window.
Sort Window
Sort Window
To add, remove, or reposition columns in the sort order, use the control buttons that are described below.
Sort Window Control Buttons
Control
Description
Add Selected button
Adds selected columns to the sort order.
Add All button
Adds all columns to the sort order.
Remove Selected button
Removes selected columns from the sort order.
Remove All button
Removes all columns from the sort order.
Move Up button
Moves one or more selected columns higher in the sort order.
Note: The first column that is listed in the sort order becomes the primary sort column.
Move Down button
Moves one or more selected columns lower in the sort order.
Tip
You can select a set of noncontiguous columns in the list and then add or remove the set as a single entity.
To specify the direction in which to sort a particular column, click in the Sort Direction cell, and then select Ascending or Descending.

Filtering List Content

About Filtering List Content

You can filter the list in a category view to view only particular process definitions, instances, or activities. For example, suppose you want to see the entry for a project and you use the UUID to identify the project.
To limit the number of items that appear in a list, you can use the filter bar to perform the following tasks:
  • Create and save filter criteria for reuse
  • Modify a saved filter
  • Apply a saved filter
  • Manage filters
Here are the different parts of the filter bar.
Filter Bar
Filter Bar
1 Filter menu: Use the filter menu to save and manage filters. The menu expands to display the first ten saved filters, based on the order that is specified in the Manage Filters window.
2 Search criteria: Use the Enter filter text box to specify search criteria.

Create and Save Filter Criteria for Reuse

You can save filter criteria for reuse. Saved filters are available only for the category view in which the filter was saved.
To save filter criteria, follow these steps:
  1. On the filter bar, specify filter criteria in the Enter filter text area. You can specify the criteria in any of the following formats:
    • alphanumeric combinations
    • alphabetic characters only
    • numbers only
    • special characters
    • compound words
    • mixed case
      Note: Filter criteria are not case-sensitive.
  2. Click Save Filter button. The Save Filter window appears.
    Save Filter
  3. In the Save Filter window, specify a name for the filter and an optional description. Click OK.
    Note: The filter name can be modified in the Manage Filters window. The rule and description cannot be modified for an existing filter. If you want to change the rule or description, you must create a filter that has the same name to replace the existing filter.
  4. In the confirmation window, click OK to replace the existing filter.

Filter Information Area

When you filter items in a list, the filter information appears in the area beneath the toolbar. The information shows the filter criteria that are in effect and provides a tally of how many items are filtered from the total number of items.
Here is a sample of the filter information area. In this sample, two activities out of three contain the instance name HMEQ.
Filter Information Area
Filter Information Area

Modify a Saved Filter

Although you cannot modify an existing filter, you can create a new filter and replace the existing filter with the new one.
To create a new filter and replace the existing one, follow these steps:
  1. In the Enter filter text area on the filter bar, enter the filter text that you want to include in the new filter.
  2. Click the down arrow in the filter menu Save Filter button and select Save Filter.
  3. In the Save Filter window, enter the same name as the filter that you want to replace.
  4. (Optional) Enter a description.
  5. Click OK.
  6. In the confirmation window, click OK to replace the existing filter.

Apply a Saved Filter

To apply a saved filter, click the filter menu down arrow, and select the filter from the list. If there are more than ten saved filters, follow these steps:
  1. Click More on the filter menu to display the Select Filter window.
  2. Select the filter that you want to use, and click OK to apply the filter criteria to the current list.

Manage Filters

You can rename, reorder, and remove saved filters as necessary by using the Manage Filters window.
  1. Click the down arrow in the filter menu Save Filter button and select Manage Filters. The Manage Filters window appears.
    Manage Filters window
  2. To rename a saved filter, click in the Name column and enter a new name. The change is saved when you navigate away from the column or press ENTER.
  3. The Order column indicates the order in which saved filters appear in the filter menu. To reorder the list, use the move down (Move Downand Move to Bottom) and move up (Move Up and Move to Top) buttons.
  4. To remove a filter, select the filter and click Delete button.
  5. Click OK.
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