Viewing the Workflow Cases - Honeywell DOC4000 - 7.3 - Help - Intergraph

By default, the Workflow Cases window lists all open cases. This window provides options that allow you to filter which cases are displayed. For example, you can choose whether to include closed or deleted cases in the list. You can also limit the cases displayed based on the currently logged in user.

This window also allows you to search for specific case identifiers. When combined with other options on the window, you can limit which cases are searched. For example, you can specify dates in the Date Started and Date Completed fields to limit the timespan searched.

To view workflow cases:

1. In the DOC4000 web interface, click Workflows. The Workflow Cases window is displayed.

2. If you want to search by case content, type the content in the search box and click Search. To display all cases again, clear the search content, and then click Search.

3. Click Options.

4. If you want to limit the displayed cases by the date the case was created or finished, complete the following steps:

   1. Click Date Started or Date Completed.

   2. Specify the begin and end dates and times to specify the date-time range for the date started or completed. You can type each date and time value or use the calendar to select the date and time values you want.

5. If you want to limit the list of cases, select the appropriate View option:

• Include closed cases

• Include deleted cases

• Only cases awaiting my approval - Displays cases that require your approval for the current state of the case so it can transition to the next state.

• Only cases owned by me - Displays cases where you are the current owner.

• Only cases awaiting my checklist completion - Displays cases where you are associated with the checklist for the current state of the case.

1. If you want to display one or more optional information columns, toggle the button for the columns you want to display, such as Checklist Assignment, in the Optional Columns field.

2. Click Go to apply the options you selected.

You can adjust and filter the columns on the Workflows tab. Then, you can save the layout for future use. In Grid, the Save State button saves the current column sorting or grouping within the grid and the Clear State button clears the grid state.

DOC4000 provides additional ways to view sets of workflow cases based on characteristics of those cases. For more information, see the following topics:

• Viewing Case Summaries

• Viewing Cases with Associated Objects

• Viewing Files Attached to Checklists in a Case

• Exporting the List of Workflow Cases

• Searching the Cases