You may also view the data details for a Saved Search associated with a Collection. Use Saved Searches in Collections to search for records in a Collection. To use Collections, the Collections package must be installed.
Regardless of whether you created a Saved Search or if it has been shared with you, you may view the data details of that search result that is based on the ProcessMaker Query Language (PMQL) parameters configured in that Saved Search.
An image represents each Saved Search from the left sidebar, but only display on pages associated with its type. Saved Searches are organized by type:
​Request-related Saved Searches are accessed from Requests pages.
​Task-related Saved Searches are accessed from Tasks pages.
Saved Searches for ProcessMaker Collection records are accessed from the Collections sidebar icon
in the Admin top menu option. (Your user account or group membership must have the "Collections: View Collections" permission to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance. Lastly, your user account or group membership must have the Viewrecord permission from a Collection's configuration to view that Collection's records. See Configure a Collection or ask the manager of that Collection for assistance.)
Columns that display in the tabular-formatted results for a Saved Search can be customized by the 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.
To quickly view how many search results pertain to each Saved Search that either you have created or have been shared with you, click the logo that displays from the left sidebar to expand that sidebar. View at a glance how many items pertain to each Saved Search as well as Saved Searches for that type.
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 icon
for the Request to view its summary.
Below are results for a Request-related Saved Search.
From the Task column, click the Task name that you want to view.
Click the Open Task icon
for the Task name that you want to view.
Below are results for a Task-related Saved Search.
Search results for a Task-related Saved Search
View ProcessMaker Collection Record Saved Search Results
ProcessMaker Packages Required
To view search results for a Saved Search, the Saved Searches package must be installed. Likewise, to create, share, or view Saved Searches for records in a Collection, the Collections package must also be installed.
Permissions Required
Your user account or group membership must have the "Collections: View Collections" permission to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance.
Furthermore, your user account or group membership must have the Viewrecord permission from a Collection's configuration to view that Collection's records. See Configure a Collection or ask the manager of that Collection for assistance.
Saved Searches that pertain to records in a Collection display from the Collections icon
in the left sidebar after selecting the Admin top menu option. An image represents each Saved Search from the left sidebar. Saved Search icons display above the icons to access Collections.
Follow these steps to view results from a Saved Search pertaining to records in a Collection:
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.