Advanced workflow search options

Using Advanced Search, you can search for workflows using one or more of the following search fields:

  • Manager - finds workflows managed (or not) by a particular person.  

  • Entity - searches for workflows in (or not) the specified entity.

  • History - searches workflow histories for a world or text string.

- Template -

  • Workflow Type - searches for workflows of the specified type (i.e, Title Registration, Protocol Development or Review Development).

  • Workflow Version

  • Is Template Customised

- Dates -

  • Start - searches workflow by start date.

  • End or Due - searches workflows by end/due date.

 

- Workflow Status -

  • Status - searches for workflows with a particular status (Pending, In Progress, Completed or Aborted)

  • Last Milestone Reached - searches for workflows that reached a particular milestone.

- Relative to Selection -

  • Selected Workflows - restrict search to previously selected workflows.

  • Workflows for Selected Tasks -  searches for workflows with tasks in the selection set.

 

 

Search fields and their corresponding options

Search criteria

Condition

Search term

Entity

Workflow

Is

Is not

Enter a free-text search term

 

Status

Last Milestone Reached

Workflow Type

Workflow Version

Is

Is not

Choose your search term from pull-down list

Start

End or Due

Before

After

On

Not before

Not after

Input the date of your search using the  button

  • Tip: The difference between Before and Not after, and between After and Not before, is whether the date itself is included. For example, searching on records created After 1 January 2000 will only find records from 2 January onwards.

History

Contains

Enter a free-text search term

  • Tip: Contains is  useful if you are unsure how to spell a search term.

Is Template Customised

Yes

No

-

Manager

Is

Is not

Search for and select a person you want using the button