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Filters provide a mechanism to remove events and related issues based on criteria applied to Activities, Steps, the Path issues take, issue attributes and time. The following are examples of filters:

  • Issues that went to a certain status, e.g. On Hold, during their lifecycle

  • Issues that were in the Work In Progress state for more than 2 days

  • Issues that went direct from Start to OnHold

  • Issues where the standard deviation of the duration between In Progress and Resolved was < 1 hr

  • Issues where the priority was high or critical

When a filter is applied, all variants, steps and activities are re-generated

Filters, in conjunction with discovery, are the core of Findings generated by the Workflow Optimizer. Whenever one of more filters or discovery conditions are applied to the Workflow Model, the criteria used can be saved as a Finding (automation opportunity, compliance problem or performance issue),

Activities

The  Activity filter uses the standard grid functionality to allow selection/deselection of 1 or more activities.   The retention can be specified i.e. do you want to include or exclude the activities selected. Constraints related to actual duration, relative duration and occurences. The Constraint type can be one of the following:

Duration

Only include issues where the selected activities have a duration that matches the specified operators

Relative

Only include issues where the selected activities matches the relative operators i.e. the duration is > than average

Occurences

Only include issues that have activities that occur as per the selected the occurence operator and volume e.g. issues that moved to Pending more than once in their lifecycle

Steps

The  Step constraint uses the standard grid functionality to allow selection/deselection of 1 or more steps.   The retention can be specified i.e. do you want to include or exclude the steps selected, and if more than 1 step is selected, an operator is available to define whether the selection is 'and' or 'or'

The Contraint Type can be one of the following:

Duration

Only include steps where the duration matches the specified operators

Relative

Only include steps where the duration matches the relative operators i.e. the duration is > than average

Occurences

Only include steps that match the occurence operator

image-20240701-073728.png

Path

The Path filter allows steps to be selected based on predicate logic.   Predicates include 'Directly Followed', 'Eventually Followed', 'Not Directly Followed' and 'Not Eventually Followed'.   Multiple activities can be selected for the From and To components of the Path, and Retention logic is available based on inclusion/exclusion of activities

The Contraint Type can be one of the following:

Duration

Only include paths where the duration matches the specified operators

Same Resource

Only include paths where the same resource is associated with the from/to path combination

image-20240701-084448.png

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