User Favorites on the Completed Items Tab

As an alternative to entering search criteria each time you search for workflow tasks on the Completed Items tab, you can use a previously saved favorite. This eliminates your having to enter search criteria repeatedly.

In Add Edit Favorites Completed Items, we explain how to create or change favorites. In this topic, we are going to explain how to use favorites that you have created.

  1. Click the Completed Items tab if it is not already displayed.
  2. Enter the Dates (from and to) that you would like to use for your search criteria. For more information about setting these items, see Completed Items List.

  1. To select a favorite to be used, point to User Favorites, and then select the name of the favorite that you would like to use.

  1. The name of the selected favorite will be displayed under the Completed Items tab, and the check mark next to the name on the menu indicates the favorite being used currently.
  2. If the Fetch Favorites option on the Favorites menu is turned on, as indicated by , tasks matching the favorite's search criteria will be displayed in the list automatically. Otherwise, you must click on the Task List toolbar to retrieve the list of tasks.
 

You can change the dates at any time while a Favorite is being used. After changing the dates, click to refresh the list.

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