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
Apply a breakdown or advanced filters on Analyst workbench.
From the Filters tab, select Save as set.
Name the filter set, then select Save.
Result
The Filter set list contains the new filter set.
Parent Topic:Filtering project data
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
From the Filters tab, select the Filter set list.
Select a saved filter set to apply to your process map.
Add any breakdown or advanced filter changes.
Select Apply if needed, then select Update filter set.
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.
Selected filters list
Procedure
Navigate to the Filters tab.
Select the applied filter list.
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
From the Filters tab, select the Filter set list.
Select the trash icon next to the filter set you want to delete.
The filter set is deleted.