Search for approval tasks - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

To search for sets of items with an approval task, complete one of the following procedures.

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