Create a process step filter

task australia Updated Sep 10, 2026 1 min read create-transition-manually.md
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Create a process step filter to meet your needs and apply it to view the result on the process graph.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

  1. Navigate to Workspaces > Process Mining Workspace.

  2. Open a project for which you want to set the process step filter.

  3. Go to the Analyst workbench tab.

  4. Choose an option from the Process steps list in the More filters area.

    The Process steps option has two options:

    • Start from scratch: Create a filter condition manually. For more information, see Create filter manually.
    • Select quick starter: Provides a list of preset filters. The list of filters depends on your project definition. Every filter provides the fields, you can provide values as required. For more information, see Create filter from preset filters.
  • Create filter manually
    Create filters manually after selecting the Start from scratch option from Process steps in Analyst workbench.
  • Create filter from preset filters
    Create filters from the preset filters after selecting the Select quick starter from Process steps in Analyst workbench.

Parent Topic:Applying a process step filter on an activity

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