ProcessMaker API Documentation
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View Results for a Saved Search

View a Saved Search's results.

View Search Results

ProcessMaker Package Required

To view search results for a Saved Search, 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.

Regardless of whether you created a Saved Search or if it has been shared with you, you may view the search results based on the ProcessMaker Query Language (PMQL) parameters configured in the Saved Search.

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. Furthermore, Saved Searches are represented by an image on the left sidebar, but only display on pages associated with its type.

Follow these steps to view the results for a Saved Search:

  1. Locate the image that represents the Saved Search from the left sidebar associated with its type.

  2. Click the icon that represents the Saved Search. The results for that Saved Search display.

Quickly View How Many Items Are in Your Saved Searches

Click the ProcessMaker logo in the left sidebar to expand the sidebar. View at a glance how many items are in Requests/Tasks pages, as well as Saved Searches for that type.

View a Saved Search for Requests That You Started

Click the Started By Me iconto view a Saved Search for Requests that you started. Note that the Saved Searches package must be installed to display this Saved Search. Otherwise, clicking the Started By Me icon displays the My Requests page.

Below are results for a Request-related Saved Search.

Results for a Request-related Saved Search

Below are results for a Task-related Saved Search.

Search results for a Task-related Saved Search

Columns that display in the results for a Saved Search can be customized by the ProcessMaker user that created the Saved Search. See the following topics:

If a Saved Search has been shared with you, you may not change the type of information that displays in its results.

Save Search results display in tabular format. See the following topics for information about Request- and Task-related information displays in ProcessMaker:

View the Request Summary from Search Results

To view a Request summary from search results, do one of the following:

  • From the # column, click the Request number associated with the Process displaying in the Name column to view its summary. This number represents the sequential occurrence of that Process.

  • Click the Open Request iconfor the Request to view its summary.

View a Task Summary from Search Results

To view a Task and its summary from search results, do one of the following:

  • From the Task column, click the Task name that you want to view.

  • Click the Open Task iconfor the Task name that you want to view.

Search for a Saved Search's Search Result

Use the Search setting to filter the Saved Search's search results that display.

If there are no search results from the Saved Search, the following message displays: No Data Available.

Display Information the Way You Want It

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

Related Topics