User Guide
Filtering Assignments
Manage the assignments that are displayed in the Assignments interface.
You’re in the Assignments interface and you want to filter the assignments displayed.
Note:You can access the Assignments interface through the Dashboard interface or Resource Viewer.
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To filter using the Quick Filters, do any of the following:Step Information
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To display assignments assigned to you or assignments you are the active user of, click Needs my Attention.
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To display all open assignments, click Open.
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To display assignments assigned to you, click Assigned to Me.
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To display assignments assigned by you, click Assigned by Me.
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To display all assignments, click All Assignments.
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To filter using the preconfigured filters, do any of the following:Step Information
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To filter based on the status of the document, click Status and select an option.
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To filter based on the stage in the workflow, click Active Step and select an option.
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To filter based on the type of assignment, click Type and select an option.
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To filter based on the user the assignment is assigned to, click Assignee and select a user.
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To filter based on the creator of the assignment, click Issuer and select a user.
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To filter based on the active user, click Active User and select a user.
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The assignments displayed are filtered using the filter options.