Apply filter templates

Apromore provides the ability to save a filter template that we have defined on an event log and to apply the saved template to another log. For example, we can create a filter template on an event log containing all the cases completed within 5 to 21 days and then copy it to another event log such that it also filters cases completed within 5 to 21 days.

We can also download the template and send to another user to use the same filter template on their log.

To create a filter template, first create the desired filter on a particular log. For example, in the screenshot below, we define a filter on the “Procure-to-Pay” log that retains cases that spend more than five days but less than 21 days.

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After clicking OK, the applied filter settings will be displayed on the right side under the Criteria section.

Note

Double-click on a criterion to edit it. Right-click to see the full description of the criterion.

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To save the filter template, click on the Manage templates icon Apply004, and click Save template.

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In the Save filter template window that pops up, enter the filter’s name and description. Existing templates are also displayed below. Click OK.

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A confirmation window pops up. Click OK.

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The template is successfully saved.

To apply this filter template to another log, return to the Portal and open the filter log window on another log. Without creating a filter criterion, click Cancel.

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The filter criteria window is displayed with no applied filter. To load a saved filter template, click the Manage templates button - Apply004. Click Load template.

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The load filter template window opens with the list of saved templates.

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If we want to edit a filter template, we can click the edit icon. We can also delete the template by clicking the delete icon next to the template.

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Select the needed template and click Apply.

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Note

To export a filter template, click Download in the bottom left corner of the Load filter template window. This downloads the template as a JSON and can be sent to another user. Similarly, we can click Upload to upload an already downloaded filter template (a JSON file) or a template sent from another user. After uploading the template, click Apply to use it.