Workflow Definition Search

Use a workflow definition search on the Workflow Search page to search all workflows in an account by the criteria defined on the workflow definition page. NetSuite searches all workflows with any release status and also searches inactive workflows.

You can access the Workflow Search page from Search on the Workflow list page.

You can use the following types of workflow definition search:

• Basic. The basic search is the default search option when you search from the Workflow list page. Use a basic search to perform a search based on a subset of the workflow definition properties. See Performing a Basic Workflow Definition Search.

• Advanced search. Use an advanced search to search on all workflow properties using the standard NetSuite search interface. You can enable advanced search on the Workflow Search page. See Performing an Advanced Workflow Definition Search.

Optionally, you can export the results of a search as an Excel file or save the search as a saved search. You can also click Personalize Search to personalize the search form and only include the filters that a specific search requires. For more information, see Personalizing a Search Form.

The following screenshot shows the results of a workflow definition search:

Performing a Basic Workflow Definition Search

Use basic search to perform a search based on a subset of the workflow properties. The following screenshot shows the workflow properties that you can use as criteria in a basic search:

To perform a basic workflow definition search:

1. Go to Reports > New Search. On the Search page, click Workflow.

2. On the Workflow Search page, clear the Use Advanced Search box.

3. Enter the following search criteria. For the Name, Description, and Release Status properties, you must also select a comparison operator.

   Critera	Description
   Name	The Name property on any workflow definition. Search by whole words only.
   Description	The Description property on any workflow definitions. Search by whole words only.
   Trigger On Create	Searches for workflows with the On Create event type selected. See Initiating a Workflow on an Event.
   Trigger On Update	Searches for workflows with the On Update event type selected. See Initiating a Workflow on an Event.
   Run As Admin	Searches for workflows with the Execute As Admin property enabled. See Execute As Admin.
   Release Status	Searches for workflows by the Release Status. See Release Status.
   Inactive	Searches for workflows with the Inactive property enabled. See Inactivating a Workflow.

4. (Optional) To customize the results page, click Personalize Search. See Personalizing a Search Form.

5. (Optional) To create a saved search from the search criteria entered on the page, click Create Saved Search. NetSuite opens the search criteria on the Saved Workflow Search page. For more information about working with saved searches, see Defining a Saved Search.

6. Do one of the following:

   • To perform the results and display the results in NetSuite, click Submit. NetSuite displays the search results.

   • To perform the search and then export the results and view them as a comma-separated file, click Export > Export Data Only.

Performing an Advanced Workflow Definition Search

Use advanced search to perform a search based on all workflow properties available on the workflow definition page. An advanced search uses the standard NetSuite search interface to search for workflows.

The following screenshot shows the advanced workflow search interface:

Note:

For more general information about running searches in NetSuite, see Running Searches.

To perform an advanced workflow definition search:

1. Go to Reports > New Search. On the Search page, click Workflow.

2. On the Workflow Instance Search page, check the Use Advanced Search box.

3. Optionally, on the Criteria tab, enable Use Expressions to use NOT, AND, OR, and parentheses in the search filters.

4. On the Criteria tab, define the standard and summary search filters:

   Subtab	Description
   Standard	Select results based on the value of individual workflow property values. For more information, see Defining Standard Search Filters.
   Summary	Select results based on calculated summary property values for a group of workflows. This filter is available only if you defined a summary type for a field on the Results tab. For more information, see Summary Search Filters.

5. On the Results tab, set the sort values for the search results and the search results fields to display, define summary types for results fields, and additional search result options.

   For more information, see Search Results Display Options.

6. Optionally, to customize the results page, click Personalize Search. See Personalizing a Search Form.

7. Optionally, to create a saved search from the search criteria entered on the page, click Create Saved Search.

   NetSuite opens the search criteria on the Saved Workflow Search page. For more information about working with saved searches, see Defining a Saved Search.

8. To perform the results and display the results in NetSuite, click Submit. NetSuite displays the search results. You can then export the results or edit the workflow definition.

   -OR-

   To perform the search and then export the results and view them as a comma-separated file, click Export > Export Data Only.

Related Topics

Workflow Searches

Workflow Instance Search

Adding Workflow Search Results to the Dashboard

General Notices