Create filters

The default filter applies all available data in your system. To focus on a subset of data, you can create custom filters.

Custom filters allow you to focus on the data of specific groups of cases or activities that fall within a set timeframe. Only data that meets the filter condition are analyzed and presented by ProcessAI.

Take the following steps to create a new filter:

1. In the Data Filter pane, click +. The Create Filter dialog opens.
2. In the Name field, enter the name of the filter for easy reference.
3. (Optional) In the Case dropdown list, select the cases you want to focus on.
4. (Optional) In the Activity dropdown list, select the activities you want to focus on. For example, pdfgenerated.
5. (Optional) In the Start and End fields, specify the date range by selecting a start date, an end date, or both.
6. Click Save.

After a filter is created successfully, it is displayed in the bottom left pane.