How to create an Advanced Search/Custom Worklist

This instruction will show you how to create an "advanced search" to then create a custom worklist. In this example we will create a "Pending Worklist" based upon an indexing custom field "Transaction Status" that has a drop down field of "Pending". You will need to have these custom fields in your indexing area to work.

Chris Pentland
12 steps
2 minutes

Navigate to your Tracker URL and log in

Make sure you have a custom field called Transaction Status with the drop down of "Pending". You do not have to fill it in now but check to see that you have this available.

Click "advanced options"

Click "Search category" and scroll down to "Transaction Status"

Click "*Transaction Status"

Click "Search Item" and then scroll down to select "Pending"

At the bottom of the page, select "Search within" and select your time frame for this worklist. In this example we will use "in the last 30 days".

Click "Search Trace"

The results of this search will show. Note: It may be blank as you have not indexing any transactions with the Pending parameter. Scroll down the page and under Saved Searches" Click the blue "(Save)" on the top search that you just created.

A pop up will show and enter the name of your search in the "Name this search..." field. In this example we will use "Pending worklist".

Click "SAVE"

Go to the "Worklists" drop down list and check to see if your newly created worklist is shown.