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Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

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Frequent Advisor

Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

Is there a Search that allows me to see Records 'Date Registered - Today' and 'Record has Workflow Attached' ??  (Users want to be able to see at a glance if the Record has a Workflow attached).

I can see all the Search Methods relating to Actions but not Workflows...

4 REPLIES
Honored Contributor

Re: Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

Records don't have Workflows attached.

They are mostly independant of each other.

 

You would need to use Search > Find Workflows.

Then if a Workflow that is active has a referenced or working record in the current activities, it should appear in the results. (But you would still need to look at the relevant workflows to find what you want)

 

Otherwise, try the 'Related Records of Workflow' search method.

Again, the workflow isn't 'attached' which is why you can find a search method similar to what actions have. (It's completely different functionality)

 

 



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NOT A HP EMPLOYEE
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Kapish.com.au
Frequent Advisor

Re: Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

You responded with:

"...Otherwise, try the 'Related Records of Workflow' search method..."  which I can't seem to find...:womansad:

(although am using 6.2.2.8614)

Honored Contributor

Re: Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

Yeah, I was looking in 6.2.5 1322.

 

Not sure if that search method is available in earlier versions.

(Workflow had a few fixes/improvements over the 6.2. builds)

 

The search method is found by going to Find Records > Search Methods > Workflow catergory > 'Related Record of Workflow'.



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NOT A HP EMPLOYEE
::::::::::::::::::::::

Kapish.com.au
Frequent Advisor

Re: Search by 'Date Registered - Today' & 'Record has Workflow Attached'?

Thanks... I had seen that Search method, but unfortunately it isn't what they were looking for... Thanks again for your help.

The work-around I've used was to have 2 separate Searches - a 'Date Registered Search by Creator' and a 'Find Workflows based on Workflow Template Search' which seems to work, albeit a bit clunky.

Cheers,

TOT

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