How To Filter Work Flow Tasks in DocuPhase

Some may find that the cabinet page to become crowded with many folders with many workflows that are  incomplete and many others already completed.

You can choose to filter out completed tasks in order to see what is left to be done

First click the Show Search button to make a searchable fields visible

Here are the searchable fields now visible

Locate the WF Status field and type in complete

Click the filter button next to the field and choose Does Not Contain

This will leave you with a list of only workflows that are still in progress

If you select Contains instead of Does Not Contain you will be left seeing only completed workflows.

You also have the opportunity to save the view you find useful by clicking on the save view.

Select Save a view and name you view

This view will now be highlighted in the menu.  It will also be the view you see whenever you return to the cabinet

By selecting the highlighted drop down menu you can toggle between views