1. SuiteCloud Platform
  2. SuiteFlow (Workflow)
  3. Workflow Administration
  4. Workflow Searches
  5. Workflow Definition Search
  6. Performing an Advanced Workflow Definition Search

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:

A portion of the Advanced Workflow Search instance.
Note:

For more general information about running searches in NetSuite, see Simple and Advanced 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 subtab, enable Use Expressions to use NOT, AND, OR, and parentheses in the search filters.

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

    Subtab

    Description

    Standard

    Select results based on the 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 set a summary type for a field on the Results subtab.

    For more information, see Summary Search Filters.

  5. On the Results subtab, set sort values 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 search and display the results in NetSuite, click Submit. 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

General Notices