Using the Button Filter in a Workflow Instance Search
Use the Button filter in an advanced workflow instance search to view all records that currently have a button that must be clicked for the record in the workflow to transition to the next state. The filter only shows states that contain a button added with the Add Button action.
Use this type of search to find records that require approval, such as expense reports, budgets, and purchase requests. After you create the search, you can add the results of the search to the Reminders portlet on the dashboard. See Adding Workflow Search Results to the Dashboard.
To use the Button filter in an advanced workflow instance search:
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Go to Reports > New Search.
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On the Search page, click Workflow Instance.
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On the Workflow Instance Search page, check the Use Advanced Search box.
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On the Criteria subtab, in the Filter dropdown list, select Button.
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In the Workflow Instance Search window, do one of the following:
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To search for buttons that were added with the Add Button action and include the selected states, in the Button dropdown list, select any of.
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To search for buttons that were added with the Add Button action and do not include the selected states, in the Button dropdown list, select none of.
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In the dropdown list, select the states that you want to include in your search. To select multiple states, press the Ctrl key and the states that you want to select.
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Click Set.
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On the Criteria tab, continue to define the standard and summary search filters:
Subtab
Description
Standard
Select results based on the value of individual workflow instance values.
For more information, see Defining Standard Search Filters.
Summary
Select results based on calculated summary property values for a group of workflow instances; this filter is available only if you defined a summary type for a field on the Results subtab.
For more information, see Summary Search Filters.
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On the Results subtab, set the sort values for the search results and the search results fields to display, define summary types for results fields, and select additional search result options.
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To perform the search and display the results in NetSuite, click Submit.
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(Optional) To view the individual record, in the search results, click Record.
You can mimic the click of the button to process all or a subset of the records and transition the records to the next state. See Mass Processing Records in a Workflow.