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• Make sure you have a field in your Expense Report to specify the Project Name - for example, a dropdown with Infrastructure, Sales Demonstration and Customer Meeting options.
• Make sure Jerry has been granted permission to view submissions in the Access Control List for the Expense Report workflow.
• Create a Space and distribute the link to the Space to Jerry
• Jerry access the Space and logs into .
• Jerry clicks on the Important Items tab in the space.
• Jerry clicks on the Shared Items tab.
• Jerry clicks the Submissions tab for the Expense Report workflow.
  
  
  
  
• On the Submission Filter screen, Jerry selects:
  
  • The Project Name field from the Fields dropdown
  • The contains condition from the Condition dropdown.
  • Types "Sales Demonstration" in the Value column.
  • In the Submission Table, Jerry can quickly see that Ricard Walker has saved an Expense Report for a Sales Demonstration to his Task List, Maria Myers has an Expense Report for a Sales Demonstration pending approval and an Expense Report for a Sales Demonstration was completed for Deborah Morris.
    
    

Submissions Table

Submissions matching the submission filter are displayed in the Submissions table. The table has the following features and behaviors:

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