Action List Filter

Setting a filter allows you to display a subset of the action list.

1.     To go to the Action List Filter dialog box, click the Filter button.

2.     Specify filtering criteria in the Action List Filter dialog box.

Action List Filter definitions:

Criteria

Description

Document Title

 

Enter a partial or full character string that you are looking for in the document description. For example, enter 'Test' to see all documents that contain 'Test' in the document description. This field is case sensitive. Select the Exclude? check box to exclude documents with the specified title from the list.

Document Route Status

Select the route status you want. The choices are 'All,' 'Approved,' 'Disapproved,' 'Enroute,' 'Exception,' 'Processed and Saved’. Select the Exclude? check box to exclude documents with the selected status from the list.

Action Requested

 

Select an action from the list. The choices are 'Acknowledge,' 'Approve,' 'Complete,' and 'FYI’. Select the Exclude? check box to exclude documents with the selected action from the list.

Action Requested Group

Select the name of the group that is requested to take an action.

Document Type

 

Select a document type from the lookup Description: searchicon. Select the Exclude? check box to exclude documents with the selected type from the list.

Date Created

Enter a date range or select dates from the calendar Description: cal to limit the documents based on the date they were created. Select the Exclude? check box to exclude documents that were created during this given time range.

Date Last Assigned

Enter a date range or select dates from the calendar Description: cal to limit the documents based on the date that this action item was generated for you. Select the Exclude? check box to exclude documents that entered your action list during this given time range. The acceptable format is mm/dd/yyyy.

3.     Click Description: buttonsmall_filter.

The system displays a message in the upper left corner.

Description: filter created

More:

Clearing the Action List Filter