Search and Filter Correspondences (Android)
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Objective
To search and filter correspondence items in a project's Correspondence tool using an Android mobile device.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher on the project's Correspondence tool.
Steps
Search for a Correspondence Item
- Navigate to the project's Correspondence tool from an Android device.
- Tap the Search bar.
- Enter a keyword or phrase into the search bar.
Filter for Correspondence Item
- Navigate to the project's Correspondence tool.
- Tap Filter.
- Tap to apply the following filter(s):
- Due Date
- All
- Within 3 Days
- Overdue
- Type: Tap the correspondence type by which you want to filter.
- Status: Tap one of the following options:
- Closed: Filter the list to view only active correspondence items in the Closed status. This does NOT include correspondence items in the Recycle Bin.
- Draft:Filter the list to view only active correspondence items in the Draft status. This does NOT include correspondence items in the Recycle Bin.
- Open: Filter the list to view only active correspondence items in Open status. This does NOT include correspondence items in the Recycle Bin.
- 'Custom Status: ' Filter the list to view for any correspondence items with a custom status that has been added to the correspondence type.
- Assignees: Filter correspondence item by assignee.
- Received From: Filter correspondence item by the person who it was received from.
- Created By: Filter correspondence item by the person who created it.
- Created At: Filter correspondence items by the date when it was created.
- Due Date
- Tap Apply.
- To clear applied filters tap Reset. Otherwise, your filters will remain applied until you clear or change them.