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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' level permissions or higher on one or more of the project's correspondence types.

Steps

Search for a Correspondence Item

  1. Navigate to the project's Correspondence tool from an Android device.
  2. Tap the Search bar.

    correspondence-android-search-correspondence-items.png
     
  3. Enter a keyword or phrase into the search bar. 

Filter for Correspondence Item

  1. Navigate to the project's Correspondence tool.
  2. Tap the Filter icon-filter2.png icon.

    correspondence-android-filter-correspondence-items.png
     
  3. Apply one or more of the following filters:
    • Type: Select a correspondence type to filter items by. 
    • Last Activity: Enter a date or date range to filter items by last user activity.
    • Assignees: Enter one ore more names to filter items by their assignees.
    • Created By: Ente one or more names to filter items by their creator.
    • Issued On: Enter a date or date range to filter items by when their workflow started. Only applicable to issued items with a workflow applied.
    • Due Date: Enter a date or date range to filter items by their due date.
    • Status: Enter one or more statuses to filter items by their status.
    • Location: Select a location (or scan a location's QR code) to filter items by associated location.
    • Sub Job: Select one or more sub jobs to filter items by their associated sub job.
    • Created At: Select a date or date range to filter items by creation date. 
    • Received From: Enter one or more names to filter items by users added to the 'Received From' field.
    • Workflow Option: Select a workflow template name to filter items by workflow. 
    • Schedule Tasks: Tap one or more schedule tasks to filter items by their associated schedule task.
    • Trade: Tap one or more trades to filter the list of correspondence items by their associated trade.
    • Responded By: Tap one or more names to filter the list of correspondence items by users who have responded to them.
    • Cost Code: Tap one or more cost codes to filter the list of correspondence items by their associated cost code.
    • Distribution: Tap one or more names to filter the list of correspondence items by users who have been added to their distribution list.
  4. Tap Apply.
  5. To clear applied filters tap Reset. Otherwise, your filters will remain applied until you clear or change them.