Load Filters

Use the Load Filters tab to define attribute-based conditions that restrict which cases are loaded into the database. Filters are evaluated at case level. Only cases that match all enabled filters are loaded. Cases that do not meet the conditions are excluded and are not visible in insights.

You can configure filters for any object in the process definition. Selection in the Objects tab doesn’t limit configuration.

When no filters are defined or all filters are disabled, all cases in scope are loaded.

The Load Filters tab lists all objects in the process definition as expandable rows. Each row shows:
  • The object name
  • An icon indicating whether it is an Infor object or a custom object
  • A chip showing the number of filter conditions configured for the object, when at least one is defined
You can use the search field or the object type menu to narrow the list to:
  • Infor objects
  • Custom objects

Adding filters for an object

  1. Click the object row to expand it.
  2. Click + Add filter.
  3. Select an attribute.
    The list shows the attribute name with a data type icon. Attributes from extension objects are merged under the parent Infor object and are marked with the extension icon.
    Note: The same attribute cannot be used as the top-level attribute in more than one filter row.
  4. Select a condition.
    Available conditions depend on the attribute data type:
    • Numeric (integer or float) and date or timestamp attributes:
      • >
      • =
      • !=
      • >=
      • <=
    • String attributes:
      • =
      • !=
      • CONTAINS
  5. Specify the Value.
    The input control matches the data type:
    • Text field for string attributes
    • Number field for numeric attributes
    • Date-and-time picker for timestamp attributes
  6. Optionally, to add more conditions:
    • Click the plus icon in an existing row for the same attribute
    • Or click Add filter to add another attribute
  7. Optionally, to remove all filters for an object, click Reset for that object.
  8. Click:
    • Save to validate all tabs and store the configuration
    • Close to discard all unsaved changes and close the window
    If validation fails on any tab, the action is blocked and inline errors are displayed.
    Note: When you switch between tabs in the Process Data Configuration, unsaved selections are preserved until you save or close the window.