ProcessMaker API Documentation
Script Central

Save and Share a Record Search

Create and share a Saved Search with ProcessMaker users and/or groups so that they can take advantage of your search parameters.

Overview

ProcessMaker Packages Required

To create and share Saved Searches for records in a ProcessMaker Collection, the Saved Searches package and the Collections package must be installed in your ProcessMaker instance. Neither of these packages are available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how these packages can be installed in your ProcessMaker instance.

Permissions Required

Your ProcessMaker user account or group membership must have the "Collections: View Collections" permission to view the list of ProcessMaker Collections unless your user account has the Make this user a Super Admin setting selected. See the ProcessMaker Collections permissions or ask your ProcessMaker Administrator for assistance.

Furthermore, your ProcessMaker user account or group membership must have the View record permission from a Collection's configuration to view that Collection's records. See Configure a Collection or ask the manager of that ProcessMaker Collection for assistance.

Use the Saved Searches package to save and share search parameters associated with Requests, Tasks and Collections. In doing so, you manage the search parameters for your Saved Searches. You may share your own Saved Searches with other ProcessMaker users and/or groups. Recipients of your shared Saved Searches can only use your Saved Search to view its search results, but cannot modify your Saved Searches' parameter settings you configured.

See Create and Share a Saved Search.

Related Topics