1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. General
  4. Manage

Filter business process hierarchy

You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.


Consultant Consultant Consultant Initialize filter Initialize filter You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.Before you can use business process hierarchy filtering for a solution, you must initialize it.Initialization can take quite some time, depending on the size of the solution.If desired, you can re-initialize business process hierarchy filtering for a solution. For example, if filtering does not give the desired results, you can re-initialize to repair the filtering data. Procedure 1. Click Business process modeling. 2. Click Business processes. 3. On the Action Pane, click Manage. 4. Click Initialize filter. 5. Click OK. Note: As a result, business process hierarchy filtering is enabled for the current solution. 6. Close the page. Start Start Set up business process hierarchy filter Set up business process hierarchy filter You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.This topic explains how to set up a business process hierarchy filter.You can also set a filter from the Apply business process hierarchy filter dialog. To do so, click New. Procedure 1. Click Business process management. 2. Click Filter. 3. Click New. 4. In the Filter field, type a value. 5. In the Solution field, enter or select a value. 6. Enter a meaningful description for the filter. 7. Sub-task: Define filter conditions. 8. Define the conditions to be met for the filter. Click the Conditions tab. Note: You can define several conditions for each filter. 9. Click Add condition. 10. Define the field based on which value you want to filter. In the Field name field, enter or select a value. Note: Besides fields of the business process table, you can also filter on Category. 11. In the Value field, enter or select a value. 12. Close the page. 13. Close the page. Do you want to  (re-)initialize filtering? Do you want to  (re-)initialize filtering? Apply filter to business process hierarchy Apply filter to business process hierarchy You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.You can apply a filter to the business process hierarchies on these pages:Business strategy designerBusiness process designerScope definitionProcess verificationAnalyze gapsWork package definitionTestsBusiness process exercisesIf filtered, a business process hierarchy shows:The business processes that meet the filter conditions.Their parent business processes, all the way up to the top node in the business process hierarchy. So, also the parent business processes that do not meet the filter conditions are shown.The steps, as an example, explain how to apply filters on the Business process designer hierarchy. Procedure 1. Click Business process modeling. 2. Click the Business processes tile. 3. In the left pane, on the Hierarchy tab, click Filter. 4. In the list, find and select the desired filter. 5. Click OK. 6. Sub-task: Clear filter. 7. Click Filter. 8. Click Clear. Notes If you apply a filter for the first time for a solution, and business process hierarchy filtering is not initialized for the solution, you must first initialize it. Initialization can take quite some time, depending on the size of the solution.If you define the scope on the Scope definition page, and a business process hierarchy filter is applied, only the shown child business processes are set in scope or out of scope. End End Yes No

Activities

Name Responsible Description

Initialize filter

Consultant
You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.
Before you can use business process hierarchy filtering for a solution, you must initialize it.
Initialization can take quite some time, depending on the size of the solution.
If desired, you can re-initialize business process hierarchy filtering for a solution. For example, if filtering does not give the desired results, you can re-initialize to repair the filtering data.

Set up business process hierarchy filter

Consultant

You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.

This topic explains how to set up a business process hierarchy filter.
You can also set a filter from the Apply business process hierarchy filter dialog. To do so, click New.

Apply filter to business process hierarchy

Consultant

 		You can apply a filter to business process hierarchies to only show the business processes that meet the defined conditions.
You can apply a filter to the business process hierarchies on these pages:
  • Business strategy designer
  • Business process designer
  • Scope definition
  • Process verification
  • Analyze gaps
  • Work package definition
  • Tests
  • Business process exercises
If filtered, a business process hierarchy shows:
  • The business processes that meet the filter conditions.
  • Their parent business processes, all the way up to the top node in the business process hierarchy. So, also the parent business processes that do not meet the filter conditions are shown.
The steps, as an example, explain how to apply filters on the Business process designer hierarchy.

Provide feedback