Workflow Table Search Fields

This topic includes a description of some of the workflow table search fields that you can use on the Cost Progress Advanced Control Account Search dialog box.

With all of the search fields, if the Show field is set to My Pending Progress, you will only see progress workflow results that are assigned to you. If the Show field is set to All or All Pending Progress, PM Compass displays all progress workflows to which you have access that fit the search criteria.

Assigned User

When you select this search field, you can select any user in EPM SA to include in the Search List.

Assigned User Name

This search fields works the same as Assigned User except that PM Compass displays the user name instead of the user ID.

Current Workflow Step

When you select this search field, you can select 1 or 2 in the Search List.

• If you select 1, PM Compass displays all Active, Rejected, and New progress workflows.

• If you select 2, PM Compass displays all progres workflows that are In Approval. In order to use this option, you must set the Show field to All or All Pending Progress since progress workflows that are in approval are assigned to the approver and do not display for My Pending Progress.

Workflow Status

When you select this search field, you can select any of the following options in the Search List:

• New: The progress entry has been created but has not yet been edited

• Active: The progress entry has been edited and saved

• Rejected: The progress entry has been rejected by the approver

• In Approval: The progress entry has been submitted for approval. In order to use this option, you must set the Show field to All or All Pending Progress since progress workflows that are in approval are assigned to the approver and will not display for My Pending Progress.

• <Empty>: Use this option to search for records that have an empty workflow status, meaning there is no progress entry. When you select this option, you must also select All in the Show field. Since there is no pending progress, you cannot select All Pending Progress or My Pending Progress.

Some of the workflow statuses are only available when you are in the view just after the status changed. For example, after you approve a progress entry and leave the view, you can no longer access the progress entry.

Operators

The above search fields support the following operators:

• In List / Not In List

• Contains / Not Contains

• Equals / Not Equals

• Empty / Not Empty

• Is Me / Is Not Me (for Assigned User / Assigned User Name only)

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