Workflow Search Criteria

The STEP Workflow Search criteria lets a user search for:

  1. Objects that are in a specific state in a specific workflow
  2. Objects that are in a specific workflow but could be in any state
  3. Objects that are valid for a given workflow, but are not in it

These options are helpful because they allow users to interact with workflows more efficiently. For example, if a user wants to update a group of items that are already in a specific workflow, they can use search to identify the items in a particular state and perform a bulk update on all objects. Additionally, if a user wants to view which items are valid for a particular workflow and which have not yet been initiated they can do so. All of these options assist users when working with workflows.

Performing a Search with Workflows

Below is an example of how the Search tab can be used for workflows.

  1. Navigate to the side Search tab and click on it. A dropdown is present to specify search criteria.

  1. Click on the dropdown and select STEP Workflow.

  1. When the STEP Workflow criteria is selected, two parameters are available for a user to specify workflow and state. A workflow must be selected, but selection of a state is optional. Also note the bracketed options in the State parameter - allowing for users to identify all objects currently in the workflow, or all objects valid for the workflow but not currently active in it.

  1. When the options have been selected, click on Search to run the search and view any results.

If a user is checking the tasks that are in a state, they can also verify the results by going to the Tasks sub tab in the STEP Workflow tab. Refer to the Moving Tasks through a Workflow in Workbench section of the Workflows documentation for more information here.

  1. If the search is not as refined as needed, a user can add additional search criteria by pressing the green + button, , and further filtering the results. For example, the workflow criteria could be combined with the Search Below criteria to isolate objects in a particular category.

For more information on the various search criteria and/or the actions that can be taken with a set of search results, refer to the Advanced Search here and child topics in the Getting Started documentation.