Use advanced search on the Projects tab

By default, workflows with a task that have an Assignment State of Completed and Cancelled are not included in search results.

• Regardless of whether you are creating an advanced query or doing a basic search, you can choose to include these two types of assignment states in your search results.
• The following filters are not included on the advanced Search Workflows screen, so make sure to select them if you need to use them before you open Advanced Search:
  • Include Completed (assignments)
  • Include Cancelled (assignments)

You can use the advanced search feature to build queries.

Select a field

Fields correspond to the columns in the grid. Select a Field based on which column you want to search in.

Use operators

After you select a Field, you must describe the relationship it has with the Value.

The options in the Operator list change depending on what you select in Field.

Enter or select a Value

Enter or select the word or phrase you want to search for or omit from search results.

The options in the Value list change depending on what you selected in Field.

For example, if you select:

• Field as Activity Name, Operator as Equal, in Value you see a list of activities configured for workflows. You can also type in a word or phrase in Value.

  

• Field as Completed Date, Operator as Greater than, in Value you can click the calendar icon to select a month, day, and year. You can also type in your own Date in Value.

  

• Field as Description, Operator as Contains, in Value you type in your own key word or phrase.

  

Use grouping features

To find more exact matches, you can search for multiple Fields to include (And, Or).

Use the buttons before a query statement to:

Add a new statement

Remove the statement

After you get search results, you can sort them by any column except Components. This is the same behavior available on the Projects tab without search criteria applied.

To sort the list of workflows, you can use a menu or the column heading.

• Menu. In the title of a column you can sort by, click the down arrow and select either Sort Ascending or Sort Descending.

  

• Column heading. In the title of a column you can sort by, use the arrow graphic next to the column name to sort in the following ways:
  • To sort in descending order, click the gray up arrow (it will change to a gray down arrow )
  • To sort in ascending order, click the gray down arrow (it will change to a gray up arrow )

You can hide a column if it helps you find the project workflow you need.

1. Place your cursor next to the name of any column.
2. Click the down arrow to see the column menu.
3. To show a column that's hidden, select Columns and then select the checkbox for the columns you want to see.
4. To hide a column, clear the checkbox.
5. Click anywhere outside of the Columns menu to close it.

The projects tab includes an Assignments pane where you can see all tasks for a selected workflow.

• After you select a workflow in the top pane, you can see each assignment listed on their own line and sorted by default according to the assignment's Due Date.
• If the list of assignments is long, you use the Advanced Query Builder to find the assignment you need.

Follow the steps in: Use the Assignments panel in the Workflows module

If you want to go back to the complete list of project workflows sorted by Project Created Date, use the Clear button to clear your search criteria.

This does not clear the following filters:

To clear these filters, you must unselect the checkboxes.