Searching for circulations

BlueCielo Project Portal 2017 User's Guide

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Searching for circulations

If you participate in a lot of circulations, finding a specific circulation in the Circulations view can accomplished more easily by searching. Finding a document circulation is most easily done by searching in the Documents view as described in About searches.

To search for comment circulations:

In the Circulations view, in the left pane, click Search. A page showing the comment circulations search options appears.
Click options or type values using the descriptions in the following table.
Click Search. The page refreshes to show the search results and to allow you to refine the search criteria.

Circulation search options
Option	Description
Circulation type	In the list, click the type of circulations that you want to find.
Follow-up users	Type the names of the Project Portal users who initiated the circulations that you want to find. Separate multiple names with commas. To add user names: Click Add users. The Find users page opens in a new browser window. Type text in at least one of the fields and click Find users. Wildcard characters are supported. Names are found using the OR operator. When the search has completed, a list of the users that match your search appears. Select the checkbox in the left column of each user that you want to accept. Repeat step 3 for each user that you want to find. When you are finished selecting users, click Close. The Find users page closes and the names of the users that you selected appear in the option field.
Participant users	Type the names of the Project Portal users to whom the circulations were sent that you want to find. Separate multiple names with commas. To select individual users, follow the same steps as for Follow-up users.
Keywords	Type words used in the circulation subject or message.
Sent between	Type a date in each field with which to limit the search. Click Date to select a date from the calendar that appears. Leave the second field empty to search to the present date.
Status	Select a status from the list to limit the search.
Closed between	Type a date in each field with which to limit the search. Click Date to select a date from the calendar that appears. Leave the second field empty to search to the present date. Not available for open circulations.