Search for tasks by an item’s key - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

You can search for tasks associated with a document or folder based on one or more of its keys or the drawer or record folder associated with the container location. To search for tasks by the document or folder key, complete the following steps.

1. In the Views pane, select the task view you want to use as a basis for your search.
2. In the right pane, on the Search tab, and then click the Add button.
3. In the Add Condition dialog box, complete the following substeps:
   1. In the Constrain by list, select Document or Folder key.
   2. In the Type list, select the type of search to perform.
   3. In the Field list, select the field to use in the search.
   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 Perceptive Content, in the Plan list, select an application plan.
   6. In the Value box, select or type a value for the search.
      If you selected Prompted in the Type list, the Message box appears instead. Enter instructions indicating what value to enter. >
   7. Click OK.
4. Click the Go button.