This article describes how to set up filters on the My Tasks, Flows and Flow Templates screens, or how to sort flows, members and flow templates.
Updated July 23, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | ○ | ○ | ○ | × |
About Filtering
The filtering feature allows users to narrow down and display data that meets specific criteria.
For example, you can filter the display to show only specific flow types (e.g., onboarding, new hire, offboarding) or limit it to your assigned tasks.
The filtering feature is available on various screens, including "My Tasks," "Flows," and "Flow Templates."
For example, if you filter by "new hire" or "onboarding," the display will show flows that match either of these criteria.
How to Set a Filter
Click on either "My Tasks," "Flows," or "Flow Templates" from the menu in the upper left corner. This will display the respective lists, where you can set your filters from the area highlighted in red in the upper right corner.
From Flow List
You can also filter by "Trigger Name" and the date range for triggers on the Flow screen.
From Member List
You can set filters from the upper right corner of the "Member List" screen. After selecting the desired filter criteria, click the "Filter" button to apply the filters.
About Sorting
The sorting feature allows users to organize flows, members, or flow templates in either ascending or descending order based on selected criteria.
How to Sort
To sort flows by a specific criterion, simply click on the column header. A downward arrow icon will appear, indicating that the flows are now sorted in descending order based on that criterion. Clicking the column header again will change the sorting to ascending order, which is indicated by an upward arrow icon.
Example: Flows sorted in descending order by progress rate
Example: Flows sorted in ascending order by member name
How to Sort by Trigger Name
Clicking on the "Trigger Name" field will display a pop-up for selecting the desired trigger name.
Click on the "Trigger Name" field, then select the desired trigger name from the list that appears.
Clicking on "Sort by Newest" or "Sort by Oldest" in the pop-up will arrange the flows according to your selected setting.
How to Sort Members
To sort members by a specific criterion, click on the column header. A downward arrow icon will appear, indicating that the members are now sorted in descending order based on that criterion. Clicking the column header again will change the sorting to ascending order, which is indicated by an upward arrow icon.
Example: Members sorted in descending order by hire date
Example: Members sorted in ascending order by permission name
How to Sort Flow Templates
To change the sorting of flow templates by template name or updated date, click on the respective column header. A downward arrow icon will appear, indicating that the flow templates are now sorted in descending order based on that criterion. Clicking the column header again will switch the sorting to ascending order, as indicated by an upward arrow icon.
Example: Flow templates sorted in descending order by template name
Example: Flow templates sorted in ascending order by update date.
