Search
Search screen
The Search screen allows searches to be conducted on user-accessible requests and actions. The search criteria can be saved as a view so that the user can quickly display the search results without having to repeatedly fill out the search form (see Save as view for more information).
By default, only requests initiated by the user and actions performed by the user will be listed in the search. This applies to all user types, including process supervisors, managers, and administrators.
In Supervisor mode, more search options are available, and the search will be performed for all activities of the processes the user supervises (see the Supervisor mode section below for more information).
By checking the Advanced view box, the search results will be displayed in a customizable format, which gives the user control of how the results are organized.
By checking Display approval buttons, Quick approval buttons will appear next to validation actions if Quick approval has been enabled. This option is only available when searching in User mode.
Search form
Click Requests to search requests or Actions to search actions. The search form is in User mode by default and includes the following search filters:
* Available when filtering by process or in single-process search mode.
** Available when filtering by process or in single-process search mode; available in multi-process mode if common process data has been set up by your WorkflowGen Administrator.
Supervisor mode
In Supervisor mode, the following additional search filters are available:
Search results
Request list
The results list allows drag-and-drop reordering of columns. Column order is specific to the user and is retained thereafter.
Action list
Save as view
The current search results can be saved as a view by clicking the Save as view link displayed above the search results. See the Views section for information on how to use views, and the Dashboard section to find out how to turn saved views into floating dashboard panels on your User Portal home page.
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