Search for tasks by status - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

To search for tasks based on the current state of the task and search for expedited tasks, 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, do one of the following options:
    Situation Steps
    Perform a quick search
    1. Click the Quick Search tab.
    2. In the property list, select Task status.
    3. In the operator list, select an operator to use in the comparison.
    4. In the value box, select or type a status.
    Perform an advanced search
    1. On the Search tab, click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, select Status.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select Is expedited or Task status.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. If you are performing a LearnMode, in the Plan list, select an application plan.
    7. In the Value box, select or type a value for the search.
    8. Click OK.
    Note: If you selected Prompted in the Type list, the Message box appears instead. Enter instructions indicating what value to enter.
  3. Optional. To add another search condition, repeat the advanced search steps.
  4. Click the Go button.