Searching against Workflows

Revision as of 12:34, 15 June 2016 by Ciaran Donnelly (talk | contribs) (Created page with "To access the workflows list, click Global Settings, followed by the Workflows link in the '''System''' section. The following tabs are also dis...")

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Revision as of 12:34, 15 June 2016 by Ciaran Donnelly (talk | contribs) (Created page with "To access the workflows list, click Global Settings, followed by the Workflows link in the '''System''' section. The following tabs are also dis...")

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To access the workflows list, click Global Settings, followed by the Workflows link in the System section.

The following tabs are also displayed:

  • Workflows – click this tab to see list of workflows.
  • Tasks – click this tab to see a list of tasks for all workflows.
  • Outstanding Tasks – click this tab to see a list of outstanding tasks for all workflows.

Each of these tabs also has search and sort options to allow quick and easy location of workflows and tasks. The steps

  • Go to the tab that you wish to search against.
  • Click into the criteria field to select the list view column to search against search.

WFSearch1.png

  • Enter in appropriate criteria.

WFSearch2.png

  • Click on the Search button to run the search or click on the clear button to clear the criteria.

WFSearch3.png