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Merge pull request #12 from gadeyredhat/BXMSDOC-3070-master (#1084)
SME, peer & QE reviews completed. Merging this PR.
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‎assemblies/assembly_filtering-process-instances/dm/.gitignore

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‎assemblies/assembly_filtering-process-instances/dm/master-docinfo.xml

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<productname>{PRODUCT}</productname>
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<productnumber>{PRODUCT_VERSION}</productnumber>
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<subtitle>
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</subtitle>
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<abstract>
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<para>This document describes how to filter through process instances of business applications using {CENTRAL} in {PRODUCT} {PRODUCT_VERSION}.</para>
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</abstract>
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<xi:include href="Common_Content/Legal_Notice.xml" xmlns:xi="http://www.w3.org/2001/XInclude" />

‎assemblies/assembly_filtering-process-instances/dm/master.adoc

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:DM:
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include::topics/main.adoc[]

‎assemblies/assembly_filtering-process-instances/drools/.gitignore

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‎assemblies/assembly_filtering-process-instances/drools/master-docinfo.xml

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<productname>{PRODUCT}</productname>
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<productnumber>{PRODUCT_VERSION}</productnumber>
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<subtitle>
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</subtitle>
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<abstract>
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<para>This document describes how to run processes and tasks of business process applications using {CENTRAL} in {PRODUCT} {PRODUCT_VERSION}.</para>
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</abstract>
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<xi:include href="Common_Content/Legal_Notice.xml" xmlns:xi="http://www.w3.org/2001/XInclude" />

‎assemblies/assembly_filtering-process-instances/drools/master.adoc

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:DROOLS:
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include::topics/main.adoc[]

‎assemblies/assembly_filtering-process-instances/jbpm/.gitignore

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‎assemblies/assembly_filtering-process-instances/jbpm/master-docinfo.xml

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<productname>{PRODUCT}</productname>
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<productnumber>{PRODUCT_VERSION}</productnumber>
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<subtitle>
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</subtitle>
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<abstract>
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<para>This document describes how to run processes and tasks of business process applications using {CENTRAL} in {PRODUCT} {PRODUCT_VERSION}.</para>
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</abstract>
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<xi:include href="Common_Content/Legal_Notice.xml" xmlns:xi="http://www.w3.org/2001/XInclude" />

‎assemblies/assembly_filtering-process-instances/jbpm/master.adoc

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:JBPM:
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‎assemblies/assembly_filtering-process-instances/main.adoc

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[id='assembly_filtering-process-instances']
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include::_artifacts/document-attributes.adoc[]
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= Filtering process instances
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// Context attribute is assembly specific and enables module reuse between assemblies.
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:doctype: book
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:imagesdir: _images
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:context: filtering-process-instances
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include::_artifacts/author-group.adoc[]
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// Purpose statement for the assembly
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In {PRODUCT}, you can view all process instances from the *Manage Process Instances* page. All users except those with `manager` or `rest-all` roles can access and filter through process instances in {CENTRAL}.
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.Prerequisites
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* Red Hat JBoss Enterprise Application Platform 7.1.0 is installed. For more information, see {URL_INSTALLING_ON_EAP}[_{INSTALLING_ON_EAP}_].
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* {PRODUCT} is installed. For more information, see the {URL_INSTALLING_ON_EAP}[_{INSTALLING_ON_EAP}_].
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* {PRODUCT} is running and you can log in to {CENTRAL} with the any role except `manager` and `rest-all`.
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// Modules - concepts, procedures, refs, etc.
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-filters-con.adoc[leveloffset=+1]
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-basic-filters-proc.adoc[leveloffset=+2]
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-advanced-filters-proc.adoc[leveloffset=+2]
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// Versioning info
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include::_artifacts/versioning-information.adoc[]

‎assemblies/assembly_filtering-process-instances/pam/.gitignore

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‎assemblies/assembly_filtering-process-instances/pam/master-docinfo.xml

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<productname>{PRODUCT}</productname>
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<productnumber>{PRODUCT_VERSION}</productnumber>
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<subtitle>
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</subtitle>
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<abstract>
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<para>This document describes how to filter through process instances of business applications using {CENTRAL} in {PRODUCT} {PRODUCT_VERSION}.</para>
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</abstract>
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<xi:include href="Common_Content/Legal_Notice.xml" xmlns:xi="http://www.w3.org/2001/XInclude" />

‎assemblies/assembly_filtering-process-instances/pam/master.adoc

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‎assemblies/assembly_interacting-with-processes/main.adoc

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// Purpose statement for the assembly
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As a knowledge worker, you use {CENTRAL} in {PRODUCT} to run processes and tasks of the business process application developed by citizen developers. A business process is a series of steps which must be executed in a defined manner according to the process flow. You must have sound knowledge of the business process and should be able to determine the current step of a process or task. You can start and stop tasks, search and filter tasks, delegate, claim and release tasks, set due date and priority of tasks, view and add comments to tasks, and view the task history log.
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As a knowledge worker, you use {CENTRAL} in {PRODUCT} to run processes and tasks of the business process application developed by citizen developers. A business process is a series of steps which must be executed in a defined manner according to the process flow. You must have sound knowledge of the business process and should be able to determine the current step of a process or task. You can start and stop tasks, search and filter tasks and process instances, delegate, claim and release tasks, set due date and priority of tasks, view and add comments to tasks, and view the task history log.
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.Prerequisites
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* Installed Red Hat JBoss Enterprise Application Platform 7.1.0. For more information, see {URL_INSTALLING_ON_EAP}[_{INSTALLING_ON_EAP}_].
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include::{enterprise-dir}/processes/interacting-with-processes-filtering-finding-tasks-proc.adoc[leveloffset=+2]
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-filters-con.adoc[leveloffset=+2]
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-basic-filters-proc.adoc[leveloffset=+3]
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include::{enterprise-dir}/processes/interacting-with-processes-process-instances-advanced-filters-proc.adoc[leveloffset=+3]
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include::{enterprise-dir}/processes/interacting-with-processes-migrating-process-designer-proc.adoc[leveloffset=+1]
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// Versioning info
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‎doc-content/enterprise-only/processes/interacting-with-processes-filtering-finding-tasks-proc.adoc

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[id='interacting-with-processes-filtering-finding-tasks-proc']
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= Filtering tasks using default or advanced filters
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= Filtering tasks using basic or advanced filters
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{Central} provides built-in filters to help you search tasks. You can filter tasks by attributes such as *Status*, *Filter By*, *Process Definition Id*, and *Created On*. It is also possible to create custom task filters using the *Advanced Filters* option. The newly created custom filter is added to the *Saved Filters* pane, which is accessible by clicking on the star icon on the left of the *Task Inbox* page.
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== Filtering tasks using default filters
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== Filtering tasks using basic filters
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.Procedure
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. Go to *Menu* -> *Track* -> *Task Inbox*.
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.. *Process Definition Id*: Filter tasks based on process definition ids.
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You can use the *Advanced Filters* option available at the bottom of the *Filters* pane to create custom filters in {CENTRAL}.
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You can use the *Advanced Filters* option to create custom filters in {CENTRAL}.
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== Filtering tasks using advanced filters
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.Procedure
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. Go to *Menu* -> *Track* -> *Task Inbox*.
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. On the *Task Inbox* page, click the filter icon on the left of the page to expand the *Filters* pane.
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. In the *Filters* pane, click *Advanced Filters*.
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. In the *New filtered list* window, enter the name and description, and click *Add New*.
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. On the *Task Inbox* page, click the *Advanced Filters* icon on the left of the page to expand it.
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. In the *Advanced Filters* tab, enter the name and description, and click *Add New*.
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. Select an attribute from the *Select column* drop-down list, for example, *Name*. The content of the drop-down changes to *Name != value1*.
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====
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. Click *Ok* and the tasks are filtered according to the filter definition.
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. Click *Save Filters*.
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. In the *Save As* window, enter the name of the filter and click *Save*.
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. Click *Save* and the tasks are filtered according to the filter definition.
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. Click on the star icon to open the *Saved Filters* pane.
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You can view the custom filter by clicking on the star icon on the left of the page to open the *Saved Filters* pane.
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In the *Saved Filters* pane, you can view the saved advanced filters.

‎doc-content/enterprise-only/processes/interacting-with-processes-process-instances-advanced-filters-proc.adoc

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[id='interacting-with-processes-process-instances-advanced-filters-proc']
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= Filtering process instances using advanced filters
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You can create custom process instance filters using the *Advanced* filters option in {CENTRAL}.
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.Procedure
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. Go to *Menu* -> *Manage* -> *Process Instances*.
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. On the *Manage Process Instances* page, click on *Advanced Filters* icon.
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. In the *Advanced Filters* pane, enter the name and description of the filter, and click *Add New*.
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. Select an attribute from the *Select column* drop-down list, for example, *processName*. The content of the drop-down changes to *processName != value1*.
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. Click the drop-down again and choose the required logical query. For the *processName* attribute, choose *equals to*.
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. Change the value of the text field to the name of the process you want to filter.
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[NOTE]
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====
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The _processName_ must match the value defined in the business process of the project.
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====
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. Click *Save* and the processes are filtered according to the filter definition.
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. Click on the star icon to open the *Saved Filters* pane.
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In the *Saved Filters* pane, you can view all the saved advanced filters.

‎doc-content/enterprise-only/processes/interacting-with-processes-process-instances-basic-filters-proc.adoc

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[id='interacting-with-processes-process-instances-basic-filters-proc']
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= Filtering process instances using basic filters
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{CENTRAL} provides basic filters for filtering and searching through process instances based on their attributes such as *State*, *Errors*, *Filter By*, *Name*, *Start Date*, and *Last update*.
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.Procedure
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. Go to *Menu* -> *Manage* -> *Process Instances*.
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. On the *Manage Process Instances* page, click the filter icon on the left of the page to expand the *Filters* pane.
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This pane lists the following process attributes which you can use to filter process instances:
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* *State*: Filter process instances based on their state (*Active*, *Aborted*, *Completed*, *Pending*, and *Suspended*).
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* *Errors*: Filter process instances that contain at least one or no errors.
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* *Filter By*: Filter process instances based on *Id*, *Initiator*, *Correlation Key*, or *Description* attribute.
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... Select the required attribute.
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... Enter the search query in the text field below.
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... Click *Apply*.
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* *Name*: Filter process instances based on process definition name.
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* *Start Date*: Filter process instances based on their creation date.
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* *Last update*: Filter process instances based on their last modified date.
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You can also use the *Advanced Filters* option to create custom filters in {CENTRAL}.

‎doc-content/enterprise-only/processes/interacting-with-processes-process-instances-filters-con.adoc

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[id='interacting-with-processes-process-instances-filters-con']
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= Filtering process instances using basic or advanced filters
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{Central} now provides you with basic and advanced filters to help you filter and search through process instances. You can filter processes by attributes such as *State*, *Errors*, *Filter By*, *Name*, *Start Date*, and *Last update*. You can also create custom filters using the *Advanced Filters* option. The newly created custom filter is added to the *Saved Filters* pane, which is accessible by clicking on the star icon on the left of the *Manage Process Instances* page.
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[NOTE]
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====
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All users except those with `manager` or `rest-all` roles can access and filter process instances in {CENTRAL}.
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====

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