Use the submission list search filters to find specific submissions.

Filtering Submissions

To use your search filters, go to your submission list view and click Show Filters. This will open your search filters options:

You can use multiple filters at once, and there are a number of different criteria to choose from: 

  • Project: View submissions in a specific project.

    To reduce the number of choices in this dropdown, archive projects.

  • Review Stage: If your organization is using multiple stage reviews, you can filter by a specific review stage.

  • Assigned:

    • Unassigned: Submissions that have yet to be assigned.

    • Entire team: Submissions that have been assigned to the entire team.

    • Individual team members: Submissions that have been assigned to sppecific team members.

  • Additional Forms Status:

    • Any completed: Submissions where one or more additional forms have been sent and any have been completed.

    • All completed: Submissions where one or more additional forms have been sent and all have been completed.

    • None completed: Submissions where one or more additional forms have been sent and none have been completed.

    • Any open for editing: Submissions where one or more additional forms have been sent, completed, and are now open for editing.

  • Review Status:

    • Pending review: Submissions with no reviews completed.

    • Completed: Submissions with any reviews completed.

    You can use this filter in tandem with the Review Stage filter. For more review information, please see the Team Progress Report.

  • Label: Filter submissions by one or more labels that have been applied. To unselect labels, click Select None. Use Include and Exclude to further narrow the filtered results.

  • Start Date: View submissions that came on or after a specific submission date.

  • End Date: View submissions that came on or before a specific submission date.

    Results are dependent on the start and end dates of the project.

  • Status: Filter by submission status.

  • Additional Forms:

    • Any requests: Submissions that have been sent an additional form.

    • No requests: Submissions that have not been sent an additional form.

  • Include: Filter by Active, Archived, or Both types of submissions.

Once you have selected your filter criteria, click Filter Results. To clear your filters, click Clear filters. To hide your search filters, click Hide Search Filters.


Note: If you sign out of your account, your previous search filters will be retained.


Did this answer your question?