Administrators ยป Search & Filter Data


Search & Filter Data

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Workflow provides a Filter feature that enables you to find specific data using queries. The parameters and operators by which you search will depend on the workspace you are searching in. For example, if you are filtering files in the Local File Management workspace, you will be able to filter based on Name, File Type, Created On, and Updated On. When you filter for workflows in the Workflow workspace, you will be able to filter by Name, Description, and System ID.

Filter for Text Parameters

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You can use the following operators in your text queries:

!= Does not equal
= Equals 
containsThe keyword is included

The following simple query examples relate to the Assignment Group feature which includes these parameters: Name, Permission Groups, Case RolesProject Roles, and Users:
  • To filter for ALL assignment groups except those in the Human Resources Project Role, enter Project Role != Human Resources.
  • To filter for ALL assignment groups with Approvers listed in Permission Groups, enter Permission Groups = Approvers.
  • To filter for companies with the word Billing in its name, enter Name contains Billing.

Filter for Date Parameters

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The following operators are also available for date parameters, such as the Created On and Updated On parameters on the Local File Management feature:

>Greater than
>=Greater than or equal to
<Less than
<=Less than or equal to

When creating queries based on dates, you must use the same date format as your display settings. The following are simple query examples using operators for date parameters: 

  • To filter for all dates after January 1, 2017, enter Created On > 01-01-2017
  • To filter for all dates equal to April 28, 2017 and prior, enter Updated On <= 04-28-2017.

Using Complex Queries

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We also enable you to use multiple conditions to create a complex query. When used, you can add the following operators between the conditions, as seen in the examples below:

  • ADD
  • OR

The following example is from the Local File Management feature and demonstrates the use of the AND operator:

The following example is from the Assignment Groups workspace and demonstrates the use of the OR operator:

Edit a Query

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To edit a query, you can either click on an operand or operator to enter edit mode. When you're finished editing the query, press Enter. You can also remove a query by clicking the Delete icon on the query or you can click the Delete icon on the far right of the Filter box to clear all conditions.