The Search & Filters panel contains categories that pertain to the type of item shown on the page.

Filtering, searching, including wildcard searches, and sorting can be used in combination to limit the items shown in the list

The following list details the filter category options available on each page:

  • TASKS: Last Run Result, Schedule, Resource Group, Folders and Files, Configured Host, Uses Script, Type, Watched Tasks, Email Recipients (Email recipient filtering is only available in MOVEit Automation 2022.1 or later)
    Note: Email Recipients filtering returns values for Next Actions > Send Email in traditional tasks, Send email steps in advanced tasks, and send an email attachment as a destination in traditional and advanced tasks.

    POP3 sources are not filtered.

  • HOSTS: Type, Secure, Is Assigned
  • RESOURCES > Scripts: Type, Language
  • RESOURCES > Keys and Certs: Type, Key Group, Expiration
  • REPORTS > Task run: Result, Time/Date
  • REPORTS > File Activity: Result, Activity, Time/Date
  • REPORTS > Audit: Result, Action, Time/Date, Log ID
Note: Parameters are not expanded in any fields supporting macros, such as Folders and Files and Email Recipients. Filter using the parameter name. For example to include tasks sending emails to [Parm:companyEmails], specify companyEmails in the filter.

To select a filter:

  • Choose from one of the following options. Your filter selection is displayed below the search field in the Search & Filter panel. Newly added filters are temporarily highlighted.
    • To create a single filter condition, select one filter in one category. For example, selecting Running in the Last Run Result category displays the results for Running.
    • To create a multi-filter condition in one category, select two or more filters in one category. The 'OR' condition is applied. For example, selecting Running or Success in the Last Run Result category displays the results for Running or Success.
    • To create a complex filter condition, select one or more filters in two or more categories. Within categories, where two or more filters are selected, the 'OR' condition is applied. Where filters are selected in two or more categories, the 'AND' condition is applied. For example, selecting Running or Success in the Last Run Result category, and Traditional in the Type category displays the results for Running or Success, and Traditional.

To clear filters:

  • Choose from one of the following options.
    • All filters: Click Clear Filters.
    • Individual filters, a single filter is selected in a category: Click the X on single filter selection. Alternatively, under the category, to de-select the filter click the selection.
    • Category filters, multiple filters are selected in a category: Click the X on the category filter selection. Alternatively, under the category, to de-select the filters click each selection.

  • Task List filtering

    Filters applied on the Task List page are automatically applied to the Task Run, File Activity, and Audit pages. You can remove or edit the applied filters.

    • To remove the automatically applied filters, clear the Apply Task List filter(s) check box above the applied filters in the Search & Filters panel. To reapply the task list filters select the Apply Task List filter(s) check box.
    • To edit the automatically applied filters, click Edit the Apply Task List filter(s) in the Search & Filters panel. You are redirected to the Task List page. Edit the selected filters on the Task List page. For more information, see Filtering and Sorting.

To show/hide the Search & Filters panel:

  1. Click the Show or Hide Search & Filters icon .
Note: Search terms applied to a collapsed Search & Filters panel are indicated with a green check mark on the search icon .
Note: Filters applied to a collapsed Search & Filters panel are indicated with a green check mark on the filters icon .

The figure shows an example of filters on the TASKS page. The task list shows the tasks that meet the filter criteria. The table describes the areas indicated by numbers in the figure.

Number

Item

Description/Actions

1

Filters in use

Displays the selected filters.

2

Last Run Result

Options: Running, Success, Failure, No Transfers

3

Schedule

Options: Enabled, Disabled, Unscheduled, Config Incomplete

4

Folders and Files

Specify a folder path and optional filemask.

5

Configured Host

Lists the existing hosts.

6

Uses Script

Lists built-in scripts and custom scripts

7

Type

Options: Traditional, Advanced, Sync

8

Watched Tasks

Options: Watched, Not Watched

9

Email Recipients

Specify one or more comma separated email recipients

10

Override Status

Options: Valid, Invalid

11

Results

All items that meet the filter criteria. To sort by column, click a column head.

Note: The TASKS page Bulk Actions button applies the action you select to all of the items in the list, even if the list spans multiple pages. Use the filters to limit the list of items.