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Filter & Search

Prerequisites: none — all project members can filter and search the submittals they are allowed to see.

Type in the search box at the top of the list to filter by:

  • Submittal ID
  • Submittal name
  • Reference number

The "Mine" toggle​

Click Mine to narrow the list to submittals where you are directly involved.

The "Overdue" toggle​

Click Overdue to show only submittals past their Expected Close Date that are still awaiting resolution.

Detailed filter​

  1. Click the Filter button. A filter panel slides in from the right.
  2. Combine any of these conditions (they apply together — AND logic):
    • Status
    • Type
    • Discipline
    • Package
    • DTag
    • Creator
    • Assignee
    • Issue To Users
    • Created-date range
    • Last-activity-date range
    • Expected-close-date range
    • Inactive
    • Lifecycle (Inactive / Active / Closed)
  3. The matching result count updates instantly.
  4. Use Clear all to reset, Apply to run the filter.

Filter panel

Saved custom filters​

Create and name a filter made of multiple conditions combined with AND or OR, and save it for quick reuse:

  1. Open Custom views in the toolbar.
  2. Build your conditions and give the filter a name.
  3. Select it from the Custom views dropdown any time.