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:
Locate the image that represents the Saved Search from the left sidebar associated with its type.
Access Request-related Saved Searches from the following Requests pages:
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.
Below are 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: