This documentation supports the 20.08 and consecutive patch versions of BMC Helix Business Workflows.

To view the documentation for the previous version, select 20.02 from the Product version menu.



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. 

Related topics

Defining filter presets to search records Open link

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

Filter nameDescriptionQualification
My Open CasesDisplays the open cases assigned to the case agent.('Status Value' < 5000) AND ('Assignee Login Name'=$USER$)
My Open Breached CasesDisplays the open breached cases assigned to the case agent.('Status Value' < 5000) AND (SLM Status = "Breached") AND ('Assignee Login Name'=$USER$)
All Unassigned CasesDisplays all unassigned cases.('Status Value' < 5000) AND ('Assignee Login Name' = $NULL$)
All Open CasesDisplays all open cases.('Status Value' < 5000)
All Open Breached CasesDisplays all open breached cases.('Status Value' < 5000) AND (SLM Status = "Breached")
High Priority Open CasesDisplays all open high priority cases.('Status Value' < 5000) AND ('Priority' = "High")
Critical Priority Open CasesDisplays all open critical priority cases.('Status Value' < 5000) AND ('Priority' = "Critical")
VIP Open CasesDisplays 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 monthDisplays all cases raised in last the 30 days.('Status Value' >="1000") AND ($TIMESTAMP$ - 'Created Date' <= 2592000)
All Cases In Last 3 monthsDisplays all cases raised in last 3 months.('Status Value' >="1000") AND ($TIMESTAMP$ - 'Created Date' <= 7776000)
All Cases In Last 6 monthsDisplays 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:

NameField nameDescription
AssigneeAssignee Login Name

Use the login ID of the user.

You can use $USER$ for the current user and $NULL$ to pass a null value.

StatusStatus ValueUse 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:




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