Finding Planning Units

In the Manage Approval panel, you can locate planning units easily by searching or by applying a filter to the list of planning units. You can use an auto filter or select members as filter criteria.

To filter the list of planning units:

  1. Open the appropriate form.
  2. In the Extensions menu, select Smart View for Google Workspace, and then select Form.
  3. Select Workflow, and then select Approvals to open the Manage Approvals panel.
    Alternatively, you can also click the Actions menu in the Smart View Home panel and select Approvals.
  4. In the Manage Approvals panel, select a Scenario and Version.
  5. Click refresh button to display the list of planning units to which you have access.
  6. Click Enable/Disable Filter button to enable filtering.

    If this option is not seen in the toolbar, click the ellipses menu to locate the option.

    The filter options, which contains filtering tools, are displayed just above the planning unit list; for example:


    Filter options
  7. Perform one of the following procedures:

    • Search

      To search for a specific planning unit, enter its name in the Planning Unit field.

    • Use the Auto filters

      From the Approvals Status, Sub-Status, and Current Owner lists, select the required filter values.

    • Filter by member selection

      1. Click Member selector button., next to the Planning Units field or the Location field, and then select members for the planning unit list or location list.

      2. In the Member Selector dialog, select the required members and click Done.

        You can further filter on planning units or location by making selections in Approvals Status, Sub-Status, and Current Owner lists.

  8. Click Start Filter button to apply the filters.

    The list of planning units is reloaded with the filtered units.

    Note:

    To cancel the applied filters, click Cancel Filter button.