Filtering and status
Article Content
The Workflow runs view on the web app lets you narrow down what you see and tells you at a glance how each run is doing. This page covers the filter bar, the date picker, the colour-coded status strips, and how to clear everything.
The date picker
The date picker is the first control on the filter bar. It controls which workflow runs you see by date.
- Click the date button (it shows the current date or date range)
- Pick a single day, or click and drag across two days to pick a range
- Close the popup -- the table updates straight away
When a range is selected the button gets a coloured border so you can tell at a glance the table is filtered.
Inside the date popup the calendar days themselves carry small colour strips on the left edge so you can see the status of each day before clicking it. The colours follow the same rules as the row strips below.
A checkbox sits under the calendar labelled "Only show work starting in this range". Tick it if you want to hide runs that started before the range but are still in progress.
Filter by team
Click "All Teams" on the filter bar to pick the teams you want to see runs for. Tick the teams in the list and the table updates. The button shows a coloured border when at least one team is selected to remind you the table is filtered.
To clear, open the dropdown again and untick everything (or tick Select All to bring them all back).
Filter by tag
Click "All Tags" on the filter bar to pick the tags you want to see runs for. Tags are how you group workflow templates by purpose (cleaning, audits, opening checks, etc.). For more on tags see Workflow tags.
Tick the tags you want, untick the ones you do not. The button gets a coloured border when at least one tag is selected.
Filter by status
Click "All Statuses" on the filter bar to pick which progress states you want to see. The options are:
- Not Started -- the run is scheduled but no one has opened it yet
- In Progress -- someone has started filling it in but has not finished
- Completed -- the run is finished
- Skipped -- the run was marked as skipped
- Virtual -- the run has not happened yet (it sits in the future based on the template's schedule)
Tick the states you want to see and untick the rest. The button gets a coloured border when at least one is selected.
Search by name
The search box on the right of the filter bar narrows the table to runs whose name contains what you type. The match is not case sensitive and partial matches are fine. Clear the box to remove the search.
Colour-coded status strips
Every row in the Workflow runs table carries a coloured strip on the far left edge. The colour tells you the state of that run without having to open it.
| Colour | What it means |
|---|---|
| Green | Finished on time |
| Orange | Finished, but after the end time |
| Red | Not finished and the end time has already passed (overdue) |
| No colour | Future run, in progress but not yet overdue, or a virtual run that has not materialised |
Hover any strip for a one-line tooltip that says the same in words. The strips also appear in the date picker calendar so you can see at a glance which days have overdue work.
How filters combine
All the filters above are AND filters: a run only shows up if it matches every filter that has at least one selection. So if you pick "Team A" and "Tag X" and "Completed", the table shows runs that belong to Team A, AND carry Tag X, AND are completed.
If a filter has nothing selected it does not narrow the table at all.
Clearing filters
Each filter has its own clear behaviour:
- Date -- pick a fresh date to replace the range, or click the date button again and pick a single day
- Team, Tag, Status -- open the dropdown and untick everything
- Search -- delete the text in the search box
There is no single "Reset all filters" button. The filters are also reset automatically when you leave the Workflow runs view and come back to it, so navigating to Dashboard and back is the fastest way to start fresh.
Tips
- The date picker doubles as a status overview: the colour strips on each calendar day show which days had problems before you click in
- A coloured border around a filter button is your signal that the table is filtered on that field
- Status colours match the date tabs on the mobile app so staff and managers see the same signals
- Use the "Only show work starting in this range" checkbox if you want a clean picture of work that began inside your date window, ignoring older runs that are still in progress