Assignment History Search Dialog Box

Use the Assignment History Search dialog box to find assignees from all workflow categories and workflow types.

Using Specific Records vs. Criteria

You can specify either specific records or criteria when you define the filter that the system uses when creating the report.

Specific Records: When you select a result from the Search Results grid, you are specifying that you only want to report on that record or value.
Criteria: Instead of selecting specific records, you build the criteria to gather the data from the database.

For more information and examples, see Specifying Criteria vs. Specific Records (Values).

Display Type

By default, this field displays Advanced. You can also select Standard from the drop-down list.

For more information, see the Workflow Search dialog box Standard search.

Search

After changing the information on the dialog box, you must click this button to populate the Search Results grid.

Searches

Enter the name of saved search, or click and select a saved search.

Organize

Click this button to display the Organize Options dialog box which allows you to save your search and give it a name.

Search Criteria

Grid Toolbar

Field	Description
Insert	Click this button to add a filter or criteria line to the grid. The added line displays below the current line, where the control prompt (triangle symbol) displays. Inserting the line rearranges the order of the advanced search.
Copy	Select a criteria line and click this button to copy the selected line as a new line below the selected line.
Move Up	Select a criteria line and click this button to move the line up in the grid.
Move Down	Select a criteria line and click this button to move the line down in the grid.
Delete	Select a criteria line and click this button to remove the line from the grid.

Grid Columns

Field	Description
Parenthesis ()	Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line. For projects, both columns for the opening and closing parentheses are empty.
Search Table	This column displays the table that contains the search fields. By default, this column lists the Assignment History table.
Search Field	Use the drop-down list to select a field for the search filter. The list includes all fields available in the selected search table including special calculated fields but not including user-defined fields or internal values.
Operator	This column displays In List by default. You can also select an operator to use in creating an advanced search. For more information, see Advanced Search Operators.
Search List	This column is empty by default. You can click to select a value, or type in a value, that you want to compare to the field specified in the Search Field column.
Cond	This column includes the AND / OR condition. It displays AND by default.

Display Search Text

Select this check box to display the search as a text string below this field in place of the Search Results grid.

Search Results

This grid displays the search results after you define your filter criteria and click Search.

Total Rows

This field displays the total number of records that are available in the result set of the search.

Show Result List

Select this check box to display the grid containing the results of the search. When this option is not selected, both the Total Rows field and the results grid do not display.

Clear

Click this button to delete all results in the grid. To view the records again, click Search or close the search dialog box and then reopen it.

Apply

Select a user (or multiple users) from the grid and click this button to apply the selection to the report. If only one user is selected, the user's first and last name displays in the Assignment History Selection column. If multiple users are selected, <Records Selected> displays in the Selection column.