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How to Search Assessments
How to Filter Assessments
Assessments of an App can be viewed through a List View widget on the Project Team Dashboard. In the List View widget of an App in a Project Team, users can search or filter the List View widget to find the relevant Assessment to view.
Follow the below instructions to search or filter through your Assessments.
How to Search Assessments
- Navigate to an App inside a Project Team
- Select to display the Completed or In-Progress Assessments using the drop-down
- Click onto the search icon to show the column-based search fields
- In any column, type in the details of the relevant Assessment you want to view
Note: Each column-based search field operates on an “AND” relationship with each other. e. The user can query a search in 2 or more columns (e.g. by Name and Created On) and find the Assessment that matches these queries. - (Optional) Click onto the search icon again to hide the column-based search fields
Note: : When the column-based search field is hidden, all search queries entered will be cleared.
Limitations and Disabled Columns:
- The “Owner” column is enabled for both private and public Assessments. However, for public Assessments, search queries only work when searching for private users NOT public users. This is in the case that a Workflow block is used to create a public to private Assessment that involves a private user who can become assigned the “owner” of the Assessment.
- “Action” columns are disabled
- The “Creator” column for public Assessments are disabled
How to Filter Assessments
Assessments can also be filtered by clicking on the filter icon and adding your chosen filters. These filters are temporary ways to sort assessments, and will be removed when the page is refreshed or the window is closed.
- Navigate to an App inside a Project Team
- Select to display the Completed or In-Progress Assessments using the drop-down
- Click onto the filter icon to pop up the filter options
- Click “ADD FILTER”
- Select a variable, the operator and matching text and click “SAVE”
The following variables are NOT supported in Filters:
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