What is a Saved Search?
Understand what the Saved Search package does in ProcessMaker.
Use the Saved Searches package to save and share search parameters associated with Requests, Tasks and Collections. In doing so, you manage the search parameters for your Saved Searches. You may share your own Saved Searches with other 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. Therefore, multiple Saved Searches may have the same name when your own Saved Search and one shared with you have the same name.
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.
Saved Searches are available to all users in the organization on the following pages when the Saved Search package is installed in that ProcessMaker instance:
Click the Edit Saved Searches icon
from the left sidebar in any of the Requests, Tasks, or Collections pages to view the Edit Saved Searches page. The Edit Saved Searches page displays both your own Saved Searches as well as those that others have shared with you for that search type. For example, clicking the Edit Saved Searches icon from the left sidebar of any of the Requests pages only displays Request-type Saved Searches. See Manage Your Own Saved Searches.
Edit Saved Searches page displays both your Saved Searches and those shared with you
An icon represents each Saved Search that the user selects when creating the Saved Search. Saved Searches display above the My Saved Searches icon
. Click the Expand sidebar icon
at the bottom of the left sidebar on any of the Requests, Tasks, or Collections pages to view the names for each Saved Search. Click the Collapse sidebar icon to hide the Saved Search names.
Saved Searches have the following attributes regarding configuring and sharing Saved Searches:
- Schedule to email reports of your Saved Search results: You may create one or more schedules to email reports for the search results for one of your own Saved Searches. Each schedule can email the report in
- Hide Saved Searches: You may hide your own Saved Searches. Hiding a Saved Search only hides that Saved Search from the left sidebar of your Request- and Task-related pages. Shared recipients of that Saved Search may still use it to view search results using your Saved Search's parameters.
- Delete Saved Searches: You may delete your Saved Searches. However, in doing so, they are no longer shared with those users and/or groups with which you have shared them. The recipients of your shared Saved Search will no longer be able to use it to quickly view search results using your Shared Search's parameters.
- Request-related Saved Searches: Saved Searches associated with Requests display only in the left sidebar of Request-related pages.
- Task-related Saved Searches: Saved Searches associated with Tasks display only in the left sidebar of Task-related pages.
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.
Saved Search results for Requests of the "All Loans" Process showing charts
Configure the following types of Saved Search charts: