Workflow Manager 2014
The All Workflow(s)/Workflow Search page returns a list of workflow requests. You can get to it in one of the following ways:
| • | Workflow consumers—If you are a workflow consumer, by clicking the View Workflow Requests link on the navigation bar. In this case, the page is called All Workflow(s) and lists all workflow requests belonging to your company. |
| • | Workflow administrators—By searching for a workflow, as described in Searching for Workflow Requests. In this case, the page is called Workflow Search and returns only workflow requests matching the specified criteria. |
Use this page to drill through to the Workflow Progress page for a specific workflow. See Workflow Progress Page (Consumer) and Workflow Progress Page (Administrator) for more information.
The All Workflow(s)/Workflow Search page has two views:
| • | Search Criteria View |
| • | List View |
On the search criteria view of the Workflow Search page, you select specific search criteria to refine your workflow request search.
Enter the following search criteria:
|
Option |
Description |
|
Workflow Family |
Select an Workflow Family to restrict your search to requests belonging to that Workflow Family. |
|
Workflow Name |
Enter the name or part of the name of the request you are searching for. If you enter a word or part of a word, Workflow Manager will search for all requests that include that word or part of a word in the Workflow Name. If you enter more than one word or word fragment, Workflow Manager will find only those requests that include that exact text in that order. |
|
Metadata Text |
Enter the text you want to search for in the data elements (data entry fields) that were entered either upon submission of a request or as part of a workflow phase. If you enter a word or part of a word, Workflow Manager will search for all requests that have data entries that include that word or part of a word. If you enter more than one word or word fragment, Workflow Manager will find only those requests that have data entries that include that exact text in that order. |
|
Issue or Message Text |
Enter the text you want to search for in any of the issues or messages associated with requests. If you enter a word or part of a word, Workflow Manager will search for all requests that have issues or messages that include that word or part of a word. If you enter more than one word or word fragment, Workflow Manager will find only those requests that have issues or messages that include that exact text in that order. |
|
Workflow Number |
Enter the numeric portion of the workflow request number to restrict your search to the request matching that number. The Workflow Request Prefix is not included in the search, and only exact numeric matches are found. For example, if you enter 12, only one request will be found: WF 12; requests with numbers of WF 120 or WF 1235 are not found. Note: Workflow requests for one company are assigned sequential numbers in the order they were created. Creating a new project that uses a different request prefix does not reset the sequence number to zero, so entering just the numeric portion of the Workflow Number will not return duplicate entries, such as WF 103 and HO 103. Only one workflow request for that company will have the Workflow Number of 103. |
|
Created After |
Enter a date to restrict your search to requests created after that date. |
|
Created Before |
Enter a date to restrict your search to requests created before that date. |
|
Project |
Select a project from the list to narrow your request search to only that project. |
|
Workflow Status |
Select a status (All, Active, Inactive) to restrict your search to only requests with that status. |
|
Search |
Click to initiate the search. |
This list view appears in one of two ways:
| • | Consumers—In the navigation bar, open the Workflows group and click View Workflow Requests. All of the consumer’s company workflow requests are listed. |
| • | Administrators—If you perform a Workflow Search, the search results are listed on this page. All of the requests that meet the search criteria you entered are listed. |
The list view of the All Workflow(s)/Workflow Search page lists the following workflow details:
|
Option |
Description |
|||||||||||||||
|
Workflow Number |
A unique identifier for the workflow, consisting of a workflow request prefix (WF by default) and an integer. |
|||||||||||||||
|
Workflow Name |
A short description of the workflow request. |
|||||||||||||||
|
Project Name |
The name of the project this workflow is associated with. |
|||||||||||||||
|
Status |
The workflow request’s status, either Active or Inactive. |
|||||||||||||||
|
Submitted |
The date the workflow request was submitted. |
|||||||||||||||
|
For Company |
The company that the person who submitted this request belongs to. |
|||||||||||||||
|
Workflow Status |
The status of the workflow, one of:
|
|||||||||||||||
|
Workflow Phase |
The phase of the workflow which is currently active. |
|||||||||||||||
|
Assigned |
Displays Yes if someone has been assigned to this workflow request, and No otherwise. |
|||||||||||||||
|
Status Note |
Any notes recorded against this workflow by a workflow administrator. |
|||||||||||||||
|
Site Name |
Name of request's selected deployment sites. Only available for requests based on a Deployment template. |
See Also
Searching for Workflow Requests
Workflow Manager 2014 Help LibrarySeptember 23, 2014 |
Copyright Information | Contact Us |