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Using Filters to Find a Business Process Record

You can use the filter functionality to find specific business process records quickly.

1
From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then select Business Processes.
Left navigation showing the Business Processes option
2
Click the Filters button (1), and then select a filter category (2).
Business Processes page showing the Filters button and category list
3
Select one or more filters (3) from the category, and then click Apply (4). Filter selection can go up to three levels deep.
Filter panel showing selected filters and the Apply button
4
To save the filter for reuse, click Save as New (5).
Business Processes page showing the Save as New button
📋 Notes
›To set the filter as your default view, check the Use as default view checkbox in the Save New Filter modal.
›Access saved filters on the Saved Filters tab (6). Use the Edit or Delete icon (7) to the right of a filter name to modify or remove it.
Save New Filter modal showing the Use as default view checkbox
Saved Filters tab showing saved filters with Edit and Delete icons
TrustArc  ·  Filtering Business Processes  ·  support.trustarc.com