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Search, Sort and Filter the Workforce Requests List

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Objective

To search, sort and filter the workforce Requests List.

Background

The Requests List provides a list of all open workforce requests that have been submitted. You can search, sort and filter the list to find the information you need.

Things to Consider

Steps

You can select any one of the options below to locate workforce requests. 
Note: These steps can be completed in any order.

  1. Search Workforce Requests
  2. Sort Workforce Requests
  3. Filter Workforce Requests

Search Workforce Requests

Complete the steps below to search for a workforce request.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List.
  3. Enter a project name or project number in the Search Requests box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
    clipboard_e18d860f5aecc7ddeaad67181ac6276b7.png

Sort Workforce Requests

Complete the steps below to sort the items in the Workforce Request List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List.
  3. Click the caret icon-caret2-wfp.png icon next to the name of the header by which you want to sort. Click the caret icon-caret2-wfp.png icon again to switch between ascending and descending sort orders.
    Note: You can update your view to see additional columns. See View the Workforce Request List.
    Note: Only columns with the caret icon are available for sorting.

Filter Workforce Requests

Complete the steps below filter the items in the Workforce Request List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List.
  3. Click the filter icon-filter-wfp.png icon.
  4. Click Matches to filter by details that match your filter or click Doesn't Match to show requests that do NOT match the filter.
  5. Select to filter by:
    • Created By. Select this to filter by the user that created the request, then select the person who created the request.
    • Ending. Select this to filter by requests that end On or Before, On or On or After a designated date, then select the date.
    • Project. Select this to filter by requests for a specific project, then select the project.
    • Project Status. Select this to filter by project status, then select the project status. 
    • Request Status. Select this to filter by request status, then select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
    • Starting. Select this to filter by requests that start On or Before, On or On or After a designated date, then select the date.
    • Tags. Select this to filter tags that have been configured for requests. See Configure Tags for Workforce Planning.
       Tip
      To apply AND logic to your tag filters, mark all the tickboxes for your filter selection.
      • For example, if wanting to see people with both Tag A and Tag B:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickboxes for Tag A and Tag B.
        5. Click the tick icon-check-wfp.png to apply the filter(s).
      To apply OR logic to your filters, individually filter for each tag.
      •  For example, if wanting to see Users OR Assignable Users:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickbox for Tag A.
        5. Click the tick in the modal.
        6. Click the filter icon-filter-wfp.png icon.
        7. Click Matches.
        8. Select to filter by Tag. 
        9. Mark the tickbox or Tag B.
        10. Click the tick in the modal.
        11. Click the tick icon-check-wfp.png to apply the filter(s).
    • [Custom Fields]. Custom fields that are created for requests and are filterable appear at the end of the list.
      Note: To filter on a custom field, the Enable Use as Filter tickbox must be marked in the custom field's configuration. See Configure Custom Fields for Workforce Planning.
  6. Click the tick icon-check-wfp.png to apply the filter(s).
  7. If you want to clear filters that you have applied, click the 'x' next to the filter, then click the tick icon-check-wfp.png to clear the filter(s).
  8. If you want to clear additional filters and revert back to default filters, click the rubbish can icon-trash-wfp.png icon.