Action List Filter

 

Setting a filter allows you to display a subset of the Action List. Click the filter button to go to the Action List Filter dialog box.

Figure 46 Click Action List Filter button to go to the Action Filter dialog box.

 

Figure 47 You may limit the e-docs displayed in your Action List by setting a filter.

Table 6 Action List Filter Definition

Criterium

Description

Document Title

Enter a partial or full character string that you are looking for in the document description. For example, when you enter 'Test' in the Document Title field, the Action List displays all documents that contain 'Test' in the document description. This field is case sensitive.

Document Route Status

Select a route status in the Document Route Status list. The list contains the choices All, Approved, Disapproved, Enroute, Exception, Processed and Saved. Select the Exclude? check box to exclude documents with the selected status from the list.

Action Requested

Select an action in the Actions Requested list. The list contains Acknowledge, Approve, Disapprove, and FYI. Select the Exclude? check box to exclude documents with the selected action from the list.

Action Requested Workgroup

Enter the name of the Workgroup that is requested to take an action.

Document Type

Select a document type from the Document Type lookup searchicon .

Date Created

Enter a date range or select dates from the calendar by clicking the Calendar cal to limit the documents based on the date they were created. Select the Exclude? check box to exclude documents that were created during this given time range.

Date Last Assigned

Enter a date range or select dates from the calendar by clicking the Calendar cal  to limit the documents based on the date that this action item was generated for you. Select the Exclude? check box to exclude documents that entered your action list during this given time range. The acceptable format is mm/dd/yyyy.

 

  To filter your Action List:

1.

Click the filter button from the Action List header area.

 

 

 

The Action List Filter screen appears:

buttonsmall_filter

2.

Specify the filtering criteria in the Action List Filter dialog box by making entries and selections as desired, and then click filter.

 

 

 

 

 

 

 

End of activity.

 

 

 

 

 

 

 

 

 

A system message appears in the notification area (upper left corner) of the Action List:

Changes you made to filter settings are summarized on the Action List screen

  To clear your filter:

 

 

 

 

•      Click the clear filter button to remove the filter.

pencil-small  Note that the clear filter button is visible only when you have previously created the filter.

  To refresh the list:

 

 

 

•      Click the refresh button to display the complete Action List.

  To use the Outbox:

 

 

 

 

 

•      Click the Outbox link to view documents for which you’ve completed requested actions.

The Action List result table is refreshed to display your Outbox items:

  To remove an item:

 

 

 

•      Check the Delete Item column for any document you want to remove and click the delete selected items button.