How to View Assigned Items Using Advanced Search

This guide provides a step-by-step approach to effectively utilize advanced search feature to see what items are assigned to a specific user. This could be helpful if a user is out of the office and documents may be assigned to this user that need attention ASAP.

Chris Pentland
12 steps
33 seconds

Click "Advanced Options" to launch the Advanced Search option.

Use the Search Category drop down option

Select "Assigned To"

Click the dropdown "search item" and select the name of the user you want to see that may have items assigned to themselves.

In this example, we chose Aiden Bearden

Scroll down and select the time frame to view from

Choosing "in the last week" is a good place to start

Click "Search Trace"

The results will be shown for that user. If you want to unassign a transaction from the user, select the transaction and then select the "Actions" button

Click on "Set Assignments"

Click on "Unassign"

Click " Save Assignments". Repeat steps 9-11 for for all transactions that you need to unassign from the user