Customize the Processes Overview

You can customize the Processes Overview to display information that is relevant for you and save the view so that you can easily access it again.

You can use one of the standard lists as your starting point, and then you can select columns, order columns, and filter on columns. You can, for example, select the contacts whose processes you want to follow, or perform free text searches.

The changes you make to the current view will be available next time you open the Processes Overview. You can also save a customized view that you can later open from Outlook.

This topic describes the various ways that you can customize a view.


Select columns

You can choose which columns you want to see in the overview.

  1. Click the Columns options button.
  2. Select or clear the check boxes next to the columns you want to add or remove from the overview.
  3. Click Apply.

Some columns in the Columns options dialog box are selected by default but you can remove them from the overview.

Click Reset to reset to the default columns.


Change column order

You can drag a column and drop it at the desired location.


Use column filters

You can limit the number of processes that are displayed in the Processes overview by using a column filter. You can filter on columns that have a filter icon.

  1. Click thefilter icon.
  2. In the Filter list by <name of column> dialog box, select the values you want to filter on.
  3. Click Apply to apply the filter to current list or select the Save filter check box to save the filter so that next time you open this list, the filter will be applied.

To clear the filter, click the filter icon, and then click the Reset all filters.

Example: Filter by process type

You can filter by any combination of process types.

  1. Click the filter icon next to the Process column, and select the process type or types that you want to display.
  2. In the Filter list by process dialog box, select the process types you want to view, for example Submission (Basis) and Submission (Extended).
  3. Click Apply.

Example: Filter by case handler

You can use the Case handler column filter to view a specific case handler's active processes.

  1. Click the filter icon next to the Case handler column.
  2. In the Filter list by case handler dialog box, type a name or part of a name to look up a case handler. You must enter at least three characters to start a search.
  3. Click Apply.

Combine filters

You can apply several filters to a list to narrow your result in the overview.

Say, that you use the standard list My active and get a list of 6 processes. Then you can filter on the process title Customer2, and on the two process types Hearing (Basis) and Submission (Basis).

By using this combination filters, you can reduce the number of processes on the list from 6 to 2.

Predefined list:

My active

Filter on:

Customer2

Filter on:

Hearing (Basis) and Submission (Basis)

SubmissionCustomer1

    

SubmissionCustomer2

 x x

HearingCustomer1

    

HearingCustomer2

 x x

DistributionCustomer1

    

DistributionCustomer2

 x