Searching for Work Items Based on Workflow Properties

To access the Review Work Items - Search Criteria page, select PeopleTools, Workflow, Monitor Worklists, Review Work Items by Workflow, Search Criteria.

This example illustrates the fields and controls on the Review Work Items - Search Criteria.

Review Work Items - Search Criteria

To search for work items based on workflow properties:

  1. Select the check boxes for the properties to include in the search, and enter search criteria in the corresponding controls.

    To search for all worklist entries, clear all of the check boxes.

    Field or Control Description

    Bus Proc / WL (business process and worklist)

    Select to search for work items by Business Process Name and Work List Name fields.

    WL Datetime Range (worklist datetime range)

    Select to search for work items that were created during the time period between the From Datetime and To Datetime values.

    User Assigned

    Select to search for work items that are assigned to the specified user ID.

    Originator

    Select to search for work items that entered the workflow because of an action taken by the specified user.

    WL Status (worklist status)

    Select to search for work items with the specified instance status.

    WL Instance ID

    Select to search for the work item with the specified ID.

  2. Click the Search button to perform the search.

    When the search is complete, Worklist Monitor displays the total worklist entries that it found, that is, the number of worklist entries that meet your criteria.

  3. Move to the Worklist Entries page.

    The Worklist Entries page appears, displaying the entries that meet your search criteria. Each line displays information for one worklist entry, including the business process, work list, instance ID, status, and user ID (Oprid).

  4. (Optional) Review additional information about an entry.

    The buttons at the end of each line provide additional processing.

    Field or Control Description

    C (context)

    Click to display additional context information about the work item in the WL Context box at the bottom of the page.

    T (transfer)

    Click to transfer the work item to the page group used to work on the work item. You can work the work item just as if you selected it from its worklist.

    U (update)

    Click to display the update page so that you can update this work item.