ProcessMaker API Documentation
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Saved Searches Package

Save and share search queries associated with Requests and Tasks.

Overview

The Saved Searches package is not available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Saved Searches package can be installed in your ProcessMaker instance.

Use the Saved Searches package to save and share search parameters associated with Requests, Tasks and ProcessMaker 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. The name for a Saved Search does not need to be unique within your ProcessMaker instance. Therefore, multiple Saved Searches may have the same name when your own Saved Search and one shared with you have the same name.

Similar to advanced Request searches, advanced Task searches, and Collection record searches, filter the data that for a Saved Search using ProcessMaker Query Language (PMQL).

Saved Search results for Requests of the Account Opening Process showing data details

You may schedule a regular interval in which to email reports for either your own Saved Searches or those shared with you. See Schedule an Interval to Email Reports.

Charts help visualize your Saved Search results. Though you can customize in tabular format the data details for your Saved Searches, nothing distills that data like a customized chart. Create and configure two-dimensional charts to visualize Saved Search results after selecting a Saved Search. You may create customized charts regardless of whether you created the Saved Search or if it was shared with you.

Charts use the data results from the Saved Search to visualize those results in a variety of chart types and styles. Chart data may be filtered by using an optional PMQL query that further filters the data from that Saved Search to visualize minute data.

The Charts tab displays charts created for a Saved Search. See Overview of Saved Search Charts.

Saved Search results for Requests of the "All Loans" Process showing charts

ProcessMaker Screen designers may also embed Saved Search charts into Form- and Display-type Screens using the Saved Search Chart control.

See Saved Searches.

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