Difference between revisions of "Filter Data Entry Forms Displayed in Workbench"

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*''Import Issues'' - returns data entry forms with or without import issues, depending on the value selected.
 
*''Import Issues'' - returns data entry forms with or without import issues, depending on the value selected.
 
*''Last Updated Date'' – returns data entry forms with a last updated date that contains the specified value.
 
*''Last Updated Date'' – returns data entry forms with a last updated date that contains the specified value.
*''Object ID'' – returns data entry forms with an object ID that contains the specified value.
 
 
<li>Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.</li>
 
<li>Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.</li>
 
<li>Click the '''Apply''' button.</li>
 
<li>Click the '''Apply''' button.</li>
 
:The data entry forms passing your criteria are listed in the table.
 
:The data entry forms passing your criteria are listed in the table.
 
</ol>
 
</ol>
 
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{{note|You can click the '''Show All''' button to view all data entry forms.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 20:08, 3 March 2014

By default, all data entry forms are listed in the table when the Workbench window is opened. You can limit the data entry forms displayed in the table by selecting specific filter attributes.

To filter the data entry forms displayed in the table:
  1. From the Workbench window, select the attribute on which you would like to apply the filter from the Filter list. Filter options include:
    • Approvable - returns data entry forms that are approvable or not, depending on value selected.
    • Data Enterer – returns data entry forms with a data enterer that contains the specified value.
    • Data Entry Form Status – returns data entry forms with a data entry from status that contains the specified value.
    • Date of Information – returns data entry forms with a date of information that contains the specified value.
    • Form ID – returns data entry forms with a form ID that contains the specified value.
    • Import Issues - returns data entry forms with or without import issues, depending on the value selected.
    • Last Updated Date – returns data entry forms with a last updated date that contains the specified value.
  2. Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.
  3. Click the Apply button.
  4. The data entry forms passing your criteria are listed in the table.
Note.jpg You can click the Show All button to view all data entry forms.