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How to Search & Manage the Workspace List

Learn how to filter the workspace list by status, workspace name, and custom fields

Written by Heléna Kattenhorn

The Workspace list can be filtered by workspace status, workspace name, and any workspace or workflow custom fields.

The filter applied by a user to the workspace list is saved for that user, and this filter will remain applied whenever that user views the workspace list page.

Filter by Status

1 - Navigate to the Workspace page

2 - Select the Status dropdown, and select a status

  • All statuses (In progress and Completed workspaces)

  • In progress workspaces

  • Completed workspaces

  • Archived workspaces

3 - Only workspaces with that filter will be displayed in the Workspace list

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Filter by Workspace Name

1 - Navigate to the Workspace page

2 - Select 'Filters'

  • Filter the workspace list by a workspace name containing a specific value

  • Filter the workspace list by a workspace name that is exactly a specific value

3 - Select 'Apply' to filter the list

4 - To remove a filter, select the 'x' icon on its right hand side

  • Only 1 workspace name filter is permitted, the most recently added will be the filter that is applied

  • The workspace name filters will always appear first.

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Filter by Custom Fields

1 - Navigate to the Workspace page

2 - Select 'Filters'

3 - Select the 'Name' dropdown, to see the list of custom fields in the platform

4 - Select a custom field from the list to use as a filter

  • Filter the workspace list by a custom field containing a specific value

  • Filter the workspace list by a custom field that is exactly a specific value

5 - Select 'Apply' to filter the list

6 - To remove a filter, select the 'x' icon on its right hand side

  • Multiple custom field filters are permitted

  • Custom filters will be in the order in which they were added

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Multiple Filters

Multiple filters can be applied to the workspace list

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Workflow Custom Fields

The workspace list can also be filtered by workflow custom fields

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