Table of Contents
User Guide
Filtering Assignments

Filter and manage the assignments that are displayed in the Assignments interface.
  1. Open the Assignments interface.

    Step Information
    Note:You can access the Assignments interface through the Dashboard interface or Resource Viewer .
  2. To filter using the Quick Filters, do any of the following:

    Step Information

    • To display assignments assigned to you or assignments you are the active user of, click Needs my Attention . Active User
    • To display all open assignments, click Open .
    • To display assignments assigned to you, click Assigned to Me . Assignee
    • To display assignments assigned by you, click Assigned by Me . Issued by field
    • To display all assignments, click All Assignments .
  3. To filter using the preconfigured filters, do any of the following:

    Step Information

    • To filter based on the status of the document, click Status and select an option.
    • To filter based on the stage in the workflow, click Active Step and select an option.
    • To filter based on the type of assignment, click Type and select an option.
    • To filter based on the user the assignment is assigned to, click Assignee and select a user.
    • To filter based on the creator of the assignment, click Issuer and select a user.
    • To filter based on the active user, click Active User and select a user.
result

The assignments displayed are filtered using the filter options.