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Activity filter

Activity filters use the specified activities to filter cases that flow or do not flow through those activities.

Activity filters are only applied at the case level.

You can filter cases that start with any activity from a given activity set. You can also filter cases that end any activity from a given activity set. The filter can be reversed to filter cases that begin or end with an activity other than the one specified.

You can filter cases that flow through all activities in a given activity set, regardless of when the activities occur: at the start, middle, or end of the case.

You can also filter cases that flow through any activities in a set.

To filter cases that do not flow through all activities in a given set, define a filter with cases that do not flow through any of the specified activities.

If you make filters in multiple categories, only cases that match all of the specified categories will get filtered. For example, you can filter cases that do not start with "Phone call" or "Personal email", but flow through both "Web form" and "Customer complaint".

Example 92.

Data to filter:



Case ID

Activity

Example 93.

c1



Example 94.

Phone booking



Example 95.

Cancel booking



Example 96.

c2



Example 97.

Phone booking



Example 98.

Confirm booking



Example 99.

c3



Example 100.

Web booking



Example 101.

Check booking



Example 102.

Filter & result



Filter

Result

Example 103.

Does not flow through all of ("Cancel booking", "Confirm booking")



Example 104.

The result contains only case c3, because it does not flow through any of the given activities.



Example 105.

Does not flow through any of ("Phone booking", "Cancel booking")



Example 106.

The result contains case c2 and c3, because one of the activities is missing from each case: "Cancel booking" - from c2 and both - from c3.