ProcessMaker API Documentation
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View Saved Searches

View both your own Saved Searches as well as those that have been shared with you.

View Saved Searches

ProcessMaker Package Required

To view Saved Searches, the Saved Searches package must be installed in your ProcessMaker instance. 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.

You can view and manage your own Saved Searches. However, you cannot manage Saved Searches which have been shared with you. You can only manage those that you have created. When a Saved Search is shared with you, you may only use it or ignore it.

Saved Searches are organized by type: Request-related Saved Searches are accessed from Requests pages, while Task-related Saved Searches are accessed from Tasks pages. To view both your own Saved Searches and those shared with you for a particular type of Saved Search, click the Edit Saved Searches iconfrom the left sidebar of pages associated with that type.

Access Request-related Saved Searches from the following Requests pages:

Access Task-related Saved Searches from the following Tasks pages:

The Edit Saved Searches page displays all Saved Searches associated with its type. Below are Saved Searches for the Request type.

"My Saved Searches" page displays all Saved Searches by type

To quickly configure a specific Saved Search that you have created, follow these steps:

  1. Click the image from the left sidebar that represents your Saved Search. The search results for that Saved Search displays.

  2. Click the Configure Saved Search button. The configuration settings for your Saved Search displays. See Configure a Saved Search.

The Edit Saved Searches page displays the following information in tabular format about your Saved Searches and those which have been shared with you for that Saved Search type:

  • Name: The Name column displays the name of the Saved Search. The icon beside the Saved Search's name displays in the left sidebar for that Saved Search's type. For example, the icons that display in the image above display in Request-related pages. ProcessMaker users who have been shared a Saved Search click on that Saved Search's icon to view the search results of that Saved Search. The ProcessMaker user who created the Saved Search selects the icon that displays for that Saved Search.

  • Created By: The Created By column displays the ProcessMaker user's avatar who created the Saved Search. Hover your cursor over the ProcessMaker user's avatar to view that person's full name.

  • Modified: The Modified column displays the date and time the Saved Search was last modified by the ProcessMaker user that created the Saved Search. A Saved Search can only be modified by the ProcessMaker user that created it. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.

  • Created: The Created column displays the date and time the Saved Search was created. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.

Use the Edit Saved Searches page to manage your own Saved Searches. Saved Searches that do not have any options are those which have been shared with you. A Saved Search can only be managed by the ProcessMaker user that creates it. Therefore, there are no options for Saved Searches shared with you. You may only use Saved Searches shared with you by viewing their search results.

Too Many of Your Own Saved Searches in Your Sidebar?

Toggle to hide or show your own Saved Searches by using the Hide Saved Searchand Show Saved Searchicons. Hidden Saved Searches do not display in the left sidebar specific to the context from which the Edit Saved Searches icon was selected. See Hide or Show Your Own Saved Searches.

Configure One of Your Own Saved Searches

Click the Configure icon. See Configure a Saved Search.

Delete One of Your Own Saved Searches

Click the Delete icon. See Delete a Saved Search.

Use the Search field to filter Saved Searches that display.

No Saved Searches?

If there are no Saved Searches, the following message displays: No Data Available.

Display Information the Way You Want It

‚ÄčControl how tabular information displays, including how to sort columns or how many items display per page.

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