Search in Work Items

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You can search for entities and assets that belong to a specific work item in the My To-Do’s widget of the Home app. By default:

  • All the "Assigned" and "Unassigned" entities that are in the workflow are displayed.
  • The workflow and its activities are displayed based on the All Tasks task filter.
  • All users can view the Unassigned tasks and tasks that are assigned to them in the workflow.

In each workflow, you can perform the following types of search:
• Search in Work Items
• Search Entities in Workflow
• View Entities associated to workflow

Note:

It is recommended to have less than 30000 entities in a workflow step for better search results.

To view tasks from the My To-Do's widget:

  1. On the navigation menu, click the Home app.

    Result: The Home dashboard is displayed. The widget displays the workflow activity count with the total number of tasks that are assigned to you.

dms-workflow

  1. Select All Tasks from the drop-down list.

dms-workflow-all-tasks

  1. Click More details or Hide details link to expand or collapse the respective workflow activity.

    Result: The relevant business conditions for the corresponding workflow activity are displayed.

dms-workflow-bc

  1. Click on the Business Condition: Submit Required Documents.

    Result: The Search page is displayed with a list of entities that are related to the selected BC.

  2. Click on the entity link.

    Result: The Entity Manage page is displayed. The Things I need to fix widget displays the Plant Document Submission workflow.

dms-workflow-tinf

  1. Click on the BC link to pass the business condition. For more information, see Validate Business Conditions.