Difference between revisions of "Searching against Workflows"

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To access the [[Workflow|workflows]] list, click [[Global Settings]], followed by the [[Workflow|Workflows]] link in the '''System''' section.
 
  
The following tabs are also displayed:
 
 
* '''Workflows''' – click this tab to see list of [[Workflow|workflows]].
 
* '''Tasks''' – click this tab to see a list of tasks for all [[Workflow|workflows]].
 
* '''Outstanding Tasks''' – click this tab to see a list of outstanding tasks for all [[Workflow|workflows]].
 
 
Each of these tabs has search and sort options, to allow quick and easy location of workflows and tasks.
 
 
==Searching==
 
 
The steps for searching are as follows:
 
 
* Go to the tab that you wish to search against.
 
 
* Click into the criteria field to select the list view column to search against.
 
[[Image:WFSearch1.png]]
 
 
* Enter in appropriate criteria.
 
[[Image:WFSearch2.png]]
 
 
* Click on the Search button to run the search or click on the clear button to clear the criteria.
 
[[Image:WFSearch3.png]]
 
 
* All matching results will be listed, as well as appropriate filter text.
 
[[Image:WFSearch4.png]]
 
 
 
==Sorting==
 
 
The steps for sorting are as follows:
 
 
* Go to the tab that you wish to search against.
 
 
* Select the list view column to sort against from the first drop-down.
 
[[Image:WFSort1.png]]
 
 
* Select the order that the data should be sorted (ascending or descending) from the second drop-down.
 
[[Image:WFSort2.png]]
 

Latest revision as of 12:47, 15 June 2016