Summary
This article walks you through how to search for and filter obligations. You can filter by obligation properties, dates, and obligation types, and then save those filters as a custom view for quick access later.
Use Case
At Classics Inc., a legal operations specialist needs to review all open reporting obligations that are due soon. They filter the obligations dashboard by type, status, and due date so they can focus on the right obligations first. This helps them find high-priority work faster and keep follow-up tasks organized.
Prerequisites
| Features | Obligations |
| Permissions | Admin role |
Search Obligations
You can complete advanced searches in your Obligations dashboard using syntax that is similar to search commands and connectors. You can use boolean search, proximity search, and exact search to customize your queries. You must include a space before each of your search connectors or operators. You must include a space after all search connectors or operators except for -, (), and “”. The Dashboard searches through both the document text and properties.
Filter Obligations
You can filter obligations on the Obligations Dashboard similar to how you filter workflows and records on the Dashboard. There are three default filters displayed on the Entities tab: Relationship, Status, and Business Type.
To start basic filtering, click All to display the filtering dropdown. Select a filter from the dropdown. You can filter by obligation properties, dates, and obligation types.
After you select a filter, you need to select a condition for that filter. Conditions are dynamic to the data type of the filter. Check out the table below for more information on each type of data:
| Type of Data | Description |
|---|---|
| Strings |
Is: Exact match for the filter Contains: Matches the text anywhere it appears in the filter |
| Numerical Values |
Is between: Allows you to set a range Other options: >, ≥, <, ≤, = |
| Tuples | Tuples do not have conditions. They only have filter option itself. |
| Dates |
Is between: Allows you to set a rangeIs: Exact match for the filter Is After: All dates after the entered date (excluding the entered date) Is On or After: All dates after the entered date (including the entered date) Is Before: All dates before the entered date (excluding the entered date) If On or Before: All dates before the entered date (including the entered date) |
After selecting a filter, begin typing and if applicable, the filter’s autocomplete helps you find a list of matching filter options along with the number of obligations that each option maps to.
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