Plan Approval - Advanced search and filtering

Introduction

The Advanced filter and search feature helps you quickly locate and prioritize materials in the Approval overview by applying flexible filters and performing keyword searches across multiple approval projects. You can also save your preferred filter settings for later use.

Usage description

Accessing filters and search

• Open the Approval overview in Plan Approval.

• Click the Filter button to open the Filter modal.

• Use the Search bar at the top of the overview to search by Place asset, or Produce document name.

Filtering your approvals

You can combine multiple filters to narrow down your results. The following filter options are available:

1. Local unit – Select one or more units you have access to.

2. File type – Filter by Image, Video, Print, Graphic, Banner (includes both Produce and Place types).

3. Status – Choose one or more approval statuses.

4. Requested by – Filter by specific Initiators.

5. Reviewers – Filter by assigned Reviewers.

6. Subject of approval – Choose between Visual, Metadata, or both (depending on project type).

7. Deadline between – Select a date range for review deadlines.

8. First contact / Approval time – Filter by how quickly reviews were started or completed.

9. Created date – Filter by when approval was submitted.

10. Place archive – Filter by specific archives you have access to.

11. Comment – Show only items with or without comments.

Filter modal: Advanced filtering options

Searching across approval projects

• Type one or more keywords into the search bar.

• Results update automatically, showing all matching assets.

• Works across all visible projects, Place assets, and Produce documents.

Search panel: Search results displayed dynamically

Saving filter views

• You can save your current combination of filters and search terms for quick access later.

  • Personal filters – Visible only to you.

  • Public filters – Shared with other users (requires administrator rights).

  • Default filter – Automatically applied each time you open the Approval Overview.

• How to save a filter view:

  • Apply the filters and search terms you need.

  • Click Save filter view.

  • Name your view and choose whether to make it personal or public.

  • (Optional) Mark it as Default.

Filter modal: Creating saved filter

Approval overview: Selecting from available saved filters