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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

M
Written by Matt Williams
Updated over 4 years ago

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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