Create a filter set

Create a filter set to be able to apply your current filter selections to the same process map later.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

1. Apply a breakdown or advanced filters on Analyst workbench.
2. From the Filters tab, select Save as set.
3. Name the filter set, then select Save.

Result

The Filter set list contains the new filter set.

Update a filter set

Edit any saved filter.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

1. From the Filters tab, select the Filter set list.
2. Select a saved filter set to apply to your process map.
3. Add any breakdown or advanced filter changes.
4. Select Apply if needed, then select Update filter set.
5. From the Update filter set dialog that displays, confirm the changes you want, then select Save.

Result

The filter set is updated.

Clear filters

Remove applied filters.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

As you add filters from the Filters tab, a list of selected filters shows you new values currently selected but not yet applied. The Applied filters list also shows currently applied filter values and the panel categories they were added from.

Procedure

1. Navigate to the Filters tab.
2. Select the applied filter list.
3. Select Clear next to individual applied filters that you want to remove.
   To clear all currently applied filters, select Clear filters.

Result

The process map automatically refreshes with previously applied filters removed.

Delete a filter set

Delete a filter set when it's no longer useful for your project.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

1. From the Filters tab, select the Filter set list.
2. Select the trash icon next to the filter set you want to delete.
   The filter set is deleted.