The Search Criteria window allows the user to choose the search criteria for the search.
Search Term
The Search Term box contains the search term and any parameters generated by the user selecting search criteria.
A user can perform a basic search by entering a search term into the field. All results that match this will be returned. A job matches the search term if any of its metadata or media contain the search term, or a near match with 1 character of difference (e.g. a search for Jane will return Jan, Janet, Jake, or Lane, but not Jamie or Laney)
Workflow Admin users only. The Workflow Filter Overrides button allows a Workflow Admin user to alter which users have visibility of a job by setting a Workflow Filter Override.
The Criterion Parameters will appear below the search criterion. The Criterion parameters allow the user to set the parameters for the search - e.g. to find a job created between two dates, or with a particular author, or media value.
The available search criteria and their parameters are:
Last Contributor – this is the last user (other than the author of the job) to work on the job. The user may choose a specific user, Everyone, or No-one.
Created On – this is the date that the job was created. The user may choose a date range (they must set both a From and To date).
Title – this is the name of the job. Most workflows will have a media (e.g. Reference) that gives the job its title.
Modified On – this is the date that the job was last changed. The user can choose a date range (they must set both a From and To date).
Created By – this is the user that created the job. The user can choose a specific member of the team.
Author ID – If one of the team's workflows includes a typed document, this is the user that created a document media on the job. The user can choose a specific team member, Everyone, or No-one.
Priority – if one of the team's workflows includes Priority media, the user can select the Priority of the job. The user can choose from the available Priority values.
Lookup media – if one of the team's workflows includes lookup media (like Letter Type or Specialty), the user can search for jobs with a particular media value. The user can choose from the available media values.
