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Portfolio Reference Dialog Box

Use the Portfolio Reference dialog box to select the portfolio on which to base a new portfolio. The workspaces available in the dialog box depend on your selection for the workspacePortfolio:

• If you selected a portfolio, this dialog box includes all live and template workspaces from the selected Portfolio in the Active workflow state.
• If you did not select a portfolio, the dialog box includes all live and template standalone workspaces in the organization in the Active workflow state.

Note: By default, the Portfolio Reference dialog box is filtered to display only Template Workspaces.

This dialog box displays the following controls:

• Search:

   

  Type the characters to locate and then click Find.

  The dialog box will refresh to display only matching items. Click Reset to reset the search and display all items again.

  Keep the following in mind when searching:

  • Proliance will attempt to match the search text to any of the columns visible. To search only a specific column, you need to create and apply a new view that contains only the column that you want to search.
  • Unless wildcards are used, Proliance seeks an exact match. For example, searching for John Smith will find John Smith but not John Smithe. Searching only for John or Smith will not find John Smith.
  • Use the wildcard character '%' to broaden your search. This wildcard can represent any number of characters. For example, searching for John% will find John Smith, John Smithe, and anyone else with a name beginning with John. However, you will need to search for %John% to locate names like Robert John Smith. Similarly, searching for %Smith will locate everyone with Smith as their last name.

To select a Portfolio Reference