Table of Contents
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.
  1. To filter using the Quick Filters, do any of the following:

    Step Information
    1. To display assignments assigned to you or assignments you are the active user of, click Needs my Attention.
    2. To display all open assignments, click Open.
    3. To display assignments assigned to you, click Assigned to Me.
    4. To display assignments assigned by you, click Assigned by Me.
    5. To display all assignments, click All Assignments.
  2. To filter using the preconfigured filters, do any of the following:

    Step Information
    1. To filter based on the status of the document, click Status and select an option.
    2. To filter based on the stage in the workflow, click Active Step and select an option.
    3. To filter based on the type of assignment, click Type and select an option.
    4. To filter based on the user the assignment is assigned to, click Assignee and select a user.
    5. To filter based on the creator of the assignment, click Issuer and select a user.
    6. To filter based on the active user, click Active User and select a user.
The assignments displayed are filtered using the filter options.