Searching Workflow Items

It is helpful to search the workflow items to find specific items or items that share a characteristic (for example, the same pipeline). From the Workflow Items dashboard, use the Quick Search and More search options to filter the list.

To search Workflow Items:

1. Go to System Admin > Workflow Channels.

   The Workflow Channels dashboard opens.

2. Click Workflow Items.

   The Workflow Items dashboard opens.

3. In Quick Search, you can type text or numbers to find matching entries quickly. You can search for the Item Number and Triggered Form (starts with). For more details, see Quick Search.

4. In More search, you can further refine the criteria by Item #, Channel #, Template, Specific User, Triggered Form, Pipeline, and Type. The default setting is to search for items with the Status of Published. You can change this to All or Unpublished.

   

5. Select your criteria and click Search.
   The system displays the filtered list. If the filtered list includes unpublished workflow items, they will display in italics and bold with the Published checkbox unchecked. Published workflow items display in normal text with the Published checkbox checked.