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  • A specific date range when you performed that task
  • Tasks with a particular Submission status
  • Tasks that ended with errors.
  • Tasks that meet the criteria specified by Fields in your form/flow, the selected Condition and the value entered in the Value column
  • Customized filter condition logic
Role

Start your search by choosing your role in the workflow you are searching. A Participant is someone who is assigned or completed any step of the workflow. A Workflow Admin is a user who has "Edit the Workflow" Access Control. The default selection is Participant.

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Submission Status

Here is an explanation of the available states:

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titleClick here for information about setting up search criteria using fields from your form/flow.


Excerpt

The Filter Form/flow by data section of the Search screen allows you to optionally setup additional search criteria using the Searchable Fields configured for the form/flow. The Condition column provides the available conditions based on the type of field, and the Value column allows you to enter matching values.  The  filter logic can be edited using ANDs and ORs, etc.

Condition Column

The Condition column choices depend on the data type of the selected field. The data types and their corresponding options are shown in the table.

Data Type(s)Conditions Available in the Dropdown List
Date, Time, Date/Timeis equal to
 

is not equal to
 

is after
 

is before
 

is on or before
 

is on or after
 

is within last
 

contains a value
 

does not contain a value
Number, Money, Quantityis equal to
 

is not equal to
 

is greater than
 

is less than
 

is greater than or equal to
 

is less than or equal to
 

contains a value
 

does not contain a value
Text, TextArea, Email, DropDown, Radio, Checkboxcontains
 

does not contain
 

begins with
 

ends with
 

is equal to
 

is not equal to
 

contains a value
 

does not contain a value
Boolean Checkboxis equal to
Value Column

The values entered into the Value Column depend on the field type and also sometimes upon the condition chosen. The allowed values for Field Type(s) and conditions are listed in the table.

Field TypeConditionValue Entry Field TypeNotes
DateAny except 'is within last'Date Picker
 

TimeAny except 'is within last'Time Entry
 

DateTimeAny except 'is within last'Date and Time Picker
 

Date, Time, DateTime'is within last'Special time duration entry field.Enter a duration in Years:Months:Days:Hours:Minutes. Any field to the left may be omitted. For example, 2 days and 4 hours may be expressed as 0:0:2:4:0 or as 2:4:0.
Number, Money, Quantity
 

number field
 

Text, TextArea, Email, DropDown, Radio, Checkbox
 

Text field
 

Boolean Checkbox
 

drop down containing true and false options
 

For Example, if you select a Date field, the Date Picker is provided to help enter the value. If you select a Text field from your form/flow, you will be prompted to "Enter text".

Info

A Date, Time or Date/Time field with the "is within last" condition selected, requires a special time duration entry. The duration must be entered in this format: Years:Months:Days:Hours:Minutes. Fields to the left may be omitted. For example, if you were searching for tasks performed in the last 2 hours you can enter 02:00 or as 2:0. To search for tasks within the last 2 months and 12 days, enter 02:12:00:00.

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If you enter an invalid value, an error will display with instructions:

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Editing the Logical Expression

If you want to modify the logical expression, click the Edit button. The logic expression becomes editable.

The Logic Expression allows you to customize and combine the filter conditions using ANDs and ORs as well as parenthesis () to group terms of the expression.

  • Each filter item (expression) is represented by a letter (A for the Date range or B for the State or a number that corresponds to the row of the sub-expression in the Other Filter Items grid).
  • Combine the letters and numbers using parenthesis to group items as needed.
  • Build the logic of the overall predicate expression using AND and OR as appropriate.
  • Click save when done to save the expression. Please correct any indicated parse errors in order to save.

Searches are initialized with the data entered as part of the previous search performed in the current web session. The one exception to that is the Filter Form/Flow by Data table which will always start out empty.

The Reset button clears all filter fields with the exception of Submission Status which is reset to all checkboxes checked.

Task List Search Example

The image shows an example of a Task search screen and the results displayed. Manager Jerry is searching for:

  • Tasks in all submission states for Purchase Orders for companies named SWBC or DFBC performed between 11/1/2016 and 11/28/2016
  • There is a field in the PO named Client Company that has been set up as a Searchable field.
  • The Purchase Order workflow is selected from the Form/Flow dropdown.
  • The field named ClientCompany is selected from the Field dropdown.
  • The condition for the Client Company field is contains.
  • A value of SWBC is entered in the Value column on the first line.
  • Jerry clicks the Image Modified icon and adds another line where the value of the Client Company field is DFBC
  • Jerry clicks the Edit button and changes the logical expression from 1 AND 2 to 1 OR 2 and clicks Save.
  • He selects the Start and End Dates and verifies that all the submission status checkboxes are checked
  • He clicks Submit.

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The results show a PO for SWBC currently in a pending state. Checking the Audit Trail reveals that the task is on his Task List and is locked by him. Checking the Audit Trail for the PO for DFBC shows that it was submitted by Jerry on 11/21/2016.






Workflows only appear in your search results if you performed one or more steps in the flow. Workflows will NOT appear in your search results just because it was at one point in time on your task list but was performed by a user other than you. For example if a workflow is on your task list because you have the role (ex: Managers) to which a particular flow step is assigned, but this step is performed by another user with that role, then this task will not appear in your search list.

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Tomcat 8.5 doesn't allow curly braces in URLs since they are not valid URL chars and deemed a security vulnerability.

Frevvoproduct
currently support parenthesis as well as curly braces. However, if you are embedding forms, flows or the Task List in your website,  change the markup to use parenthesis (). Support for curly braces {} will be dropped in a future release.