To search for sets of items with an approval task, complete one of the following procedures.
- In the Views pane, select the view to use as a basis for your search.
- In the right pane, on the Search tab, click the Add button.
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In the Add Condition dialog box,
complete one of the following actions.
Situation Steps Search for items pending approval - In the Constrain by list, select User.
- In the Type list, select the type of search to perform.
- In the Field list, select Pending approval by.
- In the Operator list, select an operator to use when comparing the field and the value.
- If you are performing a LearnMode search, in the Plan list, select an application plan.
- In the Value box, select or type a user name.
- Click OK.
Search for approval tasks - In the Add Condition dialog box, in the Constrain by list, select Task property.
- In the Type list, select the type of search to perform.
- In the Field list, select Task Type.
- In the Operator list, select is equal to.
- If you are performing a LearnMode search, in the Plan list, select an application plan.
- In the Value box, select Approval.
- Click OK.
Note: If you selected Prompted in the Type list, the Message box appears instead. Enter instructions indicating what value to enter. - Optional. To add another search condition, repeat the previous substeps.
- Click the Go button.