The CityGrows dashboard lets your sort or search so you can find the process or processes you're looking for. There are several ways to search on your Dashboard. You can drill down into your data to find what you're looking for in just a few steps.
The easiest way to find something is to use the Search option in the upper left of your Dashboard. You can select Exact match if you want to find a very specific result (e.g. the exact license number of a permit), or Contains if you'd like a fuzzier, more general search (you don't remember exact how to spell the name of a business).
The default sort when you land on your dashboard is to show you items that Need attention. This is a good place to start, but if you want to find a group of processes by Status, Date Launched, or other general characteristics you can use the upper left side of the page to set up a sort.
Here's an overview of how to search by step status:
Here is an example of sorting by Status - here, we're looking only for Completed processes. You can also search by who launched a process or when it was launched. In any of these fields, you can start typing your search terms at the top left and you'll see suggestions.
Many CityGrows users have many new processes daily, so they may have a lot of things that need their attention, or the general sort function may not help you find what you're looking for. To get more specific, use the left side search features by selecting a specific Workflow, and then getting more specific from there.
First, select a specific Workflow from the list near the bottom of the left column under the Workflow Attributes dropdown.
Once you have selected a specific Workflow (everything should be the same color) you've already narrowed things down.
From there, you can add a search term based on one of the fields in the Workflow. In this example, we're searching Dog License applications for a dog named Roger.
Once you hit enter, you see that only the application for Roger shows up. Just pick the field type and add a specific or more general terms that will help you find what you're looking for. You can search by a name, by who launched the process, or by the contents of any field. For example if you're looking at a Constituent Request/ Complaint process, you can search "abandoned car" in the description field to find all applications that included those words. Something to note is that if you can't find a value may want to check your Process Attributes and make sure they are set to for what you're looking for, whether it's searching through all processes or specific active, completed, or halted ones.