Overviews

An overview is a list of process instances according to filters and other defined parameters.

Within the overview, we find cases divided by individual processes. Overviews can also be divided by other criteria, e.g. by company, etc. You can create a tree structure and create any number of overview.

Create an overview

A new overview can be created simply by selecting the "New overview" button and defining which template the data should be pulled from, or from which existing overview you want to copy the settings.

Editing the overview

Editing is available by hovering over the overview name and selecting the "Edit" icon. The user can then live update the column, order, sorting, and filters above the overview. For more complicated operations on the overview such as permissions, advanced filters, and sharing, expert mode can be used.

Expert mode

• Settings
  • Name - definition of the name of the overview and any language variants, if included in the navigation tree, folders are separated by slashes (e.g. Invoices/Company/All)
  • Case template - select the template from which the overview will draw data
  • Include data from all similar processes - If you check this box, cases from other template headers will also be displayed.
  • Ignore case rights - if you check this, all cases will be displayed (according to the overview settings) to users who do not have the rights to see the entire case itself (i.e. they cannot click into the case)
  • Use View - if you use a view from the database, you must define the name of the source table and map the columns from the view to variables
  • Overview owner - the owner can subsequently edit the overview
  • Case status - case statuses
  • Available fields - list of variables/columns that will be displayed in the overview
• Filter - set default filters for the overview (for ex. if overview should display only finished process set filter to "Status = Completed")
• Sorting - set-up advanced sorting of the overview
• Sharing - choose with whom overview will be shared, you can combine users, roles and organizational structure

Subscribe

You will receive a daily email with the current overview in the attached CSV format at the selected time.

Navigation tree

On the left side of the overviews screen, a navigation tree is available where reports are categorized into folders and can then be categorized as favorites or hidden overviews.

The reports are sorted alphabetically from A to Z.

• Favorites - If you have saved a overview to your favorites, it is displayed in this tree.
• All - All overviews included in folders that you have visibility to, either because they are shared with you or because they were created by you
• Hidden - overviews that you have hidden for yourself, you can hide the report by simply clicking on the 3 dots next to the overview and selecting "Hide"

Filters

In the 3rd header of the application, you can easily switch between quick predefined filters or create your own quick filter, which will then be available for quick filtering. The filters section is described separately here .

Export

Each table can be exported to Excel or CSV format using the "Export" icon in the lower right corner of the screen.