Search for tasks by user - 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 by user, complete the following steps.

If no user reassigns the task, the Created by and Assigned by users are the same.
  1. In the Views pane, select the task view to use as a basis for your search.
  2. In the right pane, do one of the following actions:
    Situation Steps
    Perform a quick search for the assigned or assigning user
    1. Click the Quick Search tab.
    2. In the property list, select Assigned by or Assigned to.
    3. In the operator list, select an operator.
    4. In the value box, select a user.
    Create an advanced search
    1. Click the Search tab and then click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, select User.
    3. In the Type list, select the type of search to perform.
    4. If creating a LearnMode search, in the Plan list, select an application plan.
    5. In the Field list, select the user to search for.
    6. In the Operator list, select an operator to use when comparing the field and the value.
    7. In the Value box, select a user name.
    8. Click OK.
    If you selected Prompted in the Type list, the Message box appears instead of the Value box. Enter instructions indicating what value to enter.
  3. Optional. To add another search condition, repeat the previous step.
  4. Click the Go button.