Finding Workflow templates

You can search for Content Manager Workflow templates using practically any of the information about them that is saved in Content Manager.

This is the pane in the main Content Manager window under the toolbars.

Use the fields:

  • Search For - select Templates
  • Search By - use KwikSelect to select a search method, or type all in the drop-down box
  • Matching criteria - enter the data to find
  • Run the search button - click to start the search

See Search pane.

  1. On the Manage ribbon, click Workflow Templates
  2. Right-click in the list or empty window and on the Search menu, click Refine Search.
    The Search for Templates dialogue box appears.
  3. Use the Boolean search editor, or switch to the multi-field editor to use the options:
    • Name (*) - search by the Workflow template name
    • Supervisor - search by the Workflow's assigned Supervisor
    • Date Registered - search by the date the Workflow was created in Content Manager.

      Enter the From and To dates.

  4. Optional - use the Filter, Sort, Results and Options tabs to further refine your search
  5. Click OK.
    Content Manager returns the templates that match your criteria.

See Search for ... dialogue boxes for more information.

The search string editor enables you to use the full capabilities of Content Manager searching, combining potentially large numbers of criteria, and using advanced filter and sort options. See Using the string-based search editor.