Using out-of-the-box filter presets to search records

Filter presets are predefined filters that can be used to search records. BMC Helix Business Workflows provides out-of-the-box filter presets which the case agents can use to search for records.

Case agents can also create custom filter presets by using the out-of-the-box filter preset along with the custom filters and save it at run time. This helps case agents who work on cases and tasks on a daily basis, and when they want the records to be filtered in a certain way.

The following are the out-of-the-box filter presets available in BMC Helix Business Workflows:

Filter name	Description	Qualification
My Open Cases	Displays the open cases assigned to the case agent.	('Status Value' < 5000) AND ('Assignee Login Name'=$USER$)
My Open Breached Cases	Displays the open breached cases assigned to the case agent.	('Status Value' < 5000) AND (SLM Status = "Breached") AND ('Assignee Login Name'=$USER$)
All Unassigned Cases	Displays all unassigned cases.	('Status Value' < 5000) AND ('Assignee Login Name' = $NULL$)
All Open Cases	Displays all open cases.	('Status Value' < 5000)
All Open Breached Cases	Displays all open breached cases.	('Status Value' < 5000) AND (SLM Status = "Breached")
High Priority Open Cases	Displays all open high priority cases.	('Status Value' < 5000) AND ('Priority' = "High")
Critical Priority Open Cases	Displays all open critical priority cases.	('Status Value' < 5000) AND ('Priority' = "Critical")
VIP Open Cases	Displays all open cases requested by VIP users. It includes both requester and contact details.	('Status Value' < "5000") AND (Requester.VIP = true)
All Cases In Last 1 month	Displays all cases raised in last the 30 days.	('Status Value' >="1000") AND ($TIMESTAMP$ - 'Created Date' <= 2592000)
All Cases In Last 3 months	Displays all cases raised in last 3 months.	('Status Value' >="1000") AND ($TIMESTAMP$ - 'Created Date' <= 7776000)
All Cases In Last 6 months	Displays all cases raised in last 6 months.	('Status Value' >="1000") AND ($TIMESTAMP$ - 'Created Date' <= 15552000)

The following table lists the recommended values that you can use when you create custom filter presets:

Name	Field name	Description
Assignee	Assignee Login Name	Use the login ID of the user. You can use $USER$ for the current user and $NULL$ to pass a null value.
Status	Status Value	Use the the following numeric status values: New = 1000 Assigned = 2000 In Progress = 3000 Pending = 4000 Resolved = 5000 Cancelled = 6000 Closed = 7000

Examples of creating custom filter presets to search records

Example 1: Create a custom filter preset to view all open unassigned cases for Employee Relations support group

To create this custom filter preset, use the All Unassigned Cases out-of-the-box filter preset and add the Assigned Group = Employee Relations filter, and then save the custom filter preset.

Example 2: Create a custom filter preset to view open cases assigned to a case agent in Procurement support group

To create this custom filter preset, use the My Open Cases out-of-the-box filter preset and add the Assigned Group = Procurement filter, and then save the custom filter preset.

The following short video (0:31) shows an example of creating a custom filter preset:

Using out-of-the-box filter presets to search records

Examples of creating custom filter presets to search records

On this page