Users can Filter and Sort Maps from the Library and Admin Views
Users can search for a Process Map from both the Library and Admin sections of Process Library (SaaS)
Filtering and Sorting Maps in the Library View
- To filter and sort maps in the Library View click on the My Processes tab on the Library Homepage.
- When you click on the My Processes tab a list of approved Process Maps is displayed.
- To filter the Process Maps click on the Edit Columns button at the top left of the view.
- A pop-up will appear that allows you to add column headings from System Properties (properties built-in to Process Library) and Custom Properties (properties created by your users for your Library). Tick the boxes of the properties you would like to be a column heading and click Update.
You can close the pop-up without making any changes by clicking the Close button in the bottom left corner or the X in the top left corner.
- The pop-up will close and your list will be displayed with the new column headings you have selected.
To remove any columns click Edit Columns, deselect the properties you wish to remove and click Update.
- To sort the Process Maps based on your columns simply click and hold the column title and drag it into the top bar.
- This will automatically organise the name column by this property. To change order (ascending or descending date, A-Z or Z-A etc.) simply click on the button in the top bar - this will change the arrow direction.
To remove this filter simply drag the button from the top bar back to the columns.
- To filter on a specific column click on the icon next to the column title. A dropdown will appear with the properties you can filter on.
- Select the properties you would like to filter by in the tick boxes and click OK.
- All the process maps that have these properties will be displayed.
To remove the filter, click on the icon again and tick the Select All box and click OK.
Filtering and Sorting Maps in the Admin View
- Sort process maps in the Admin view from the All Maps list.
- To filter the Process Maps click on the Edit Columns button at the top left of the view.
- A pop-up will appear that allows you to add column headings from System Properties (properties built-in to Process Library) and Custom Properties (properties created by your users for your Library). Tick the boxes of the properties you would like to be a column heading and click Update.
You can close the pop-up without making any changes by clicking the Close button or the X in the top left corner.
- The pop-up will close and your list will be displayed with the new column headings you have selected.
To remove any columns click Edit Columns, deselect the properties you wish to remove and click Update.
- To sort the Process Maps based on your columns simply click and hold the column title and drag it into the top bar.
- This will automatically organise the name column by this property. To change order (ascending or descending date, or A-Z or Z-A etc.) simply click on the button in the top bar - this will change the arrow direction.
To remove this filter simply drag the button from the top bar back to the columns.
- To filter on a specific column click on the icon next to the column title. A dropdown will appear with the properties you can filter on.
- Select the properties you would like to filter by in the tick boxes and click OK.
- All the process maps that have these properties will be displayed.
To remove the filter, click on the icon again and tick the Select All box and click OK.