You can search for employees and organizations in the Organizations view by their
names.
The Organizations view
must already be configured.
To search for an employee or organization, complete the following
steps:
- On the Organizations view,
click the Search for list and select Employee or Organization.
- Based on your selection, type the information pertaining to the
selected item:
- If you have selected Employee, type the employee's
last name in the Last name field (mandatory), the first
name in the First name field, and the organization
name in the Organization field.
- If you have selected Organization, type the
organization name in the Organization field.
- Click Finish
The items matching your search criteria will be listed in a table
according to the selected sorting option. If you have established a cooperative
relationship (a wire) from the Organizations view
to the Reports view,
you can click on any item in the search results table to filter based on the
selected item. The navigation tree expands to that item and it is highlighted.
If you click on an organization, the report process instances data in the Reports view will be filtered,
based on all the employees belonging to that organization.