While you can use the search option to filter any list in WorkflowFirst, you may also want to create pre-defined common filters that people can select from a dropdown. WorkflowFirst provides a feature called Filters for this purpose.

You may already have seen filters while editing a workflow. If you enable Filter By Role or Filter by State, then it will automatically create a filter for you for each role or stage of the workflow, respectively. But in addition to these automatically defined filters, you can also create your own filters.

To create a filter, go to WorkflowFirst Designer, then go to the Application Tab definition. Select Filters from the Drilldown Menu (the Hamburger icon).

Next, click the ( + ) button to create a new filter.

The Name of the filter will be displayed in the filter dropdown list. When you select this filter, all of the criteria for this filter will be applied.

The Apply By Default should be set for one of the filters only. This filter will be applied by default without the user choosing it.

The Add Indexes option makes sure that a database index is created for the fields used in the filter. This can be used in large lists if the filter will be used frequently and you want the database to optimize how it applies the filter.

The Description is used for internal purposes and isn't displayed to the user.

To add one or more criteria to this filter option, click the (+) next to Criteria. Here you select the field from the tab, an operator (eg. equals) and then a value. When entering the value, keep in mind that dropdown options must be entered as an internal identifier - ie. no spaces.

There is also another sub-list called Default If Roles. This will apply the filter as default only if one of the given roles is present for the logged-in user. This can be useful if, for example, regular users will have the filter applied but managers will not.