Manage your own Saved Searches for each specific type of Saved Search.
Saved Search Types
Saved Searches are organized by their type:
Request-related Saved Searches are accessed from Requests pages. See View Request-Type Saved Search Results.
Task-related Saved Searches are accessed from Tasks pages. These Saved Searches are available to all users when the Saved Searches package is installed. See View Task-Type Saved Search Results.
Saved Searches for Collection records are accessed from the Collections page. (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 View record 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.) See View Collection Record Saved Search Results.
Click the Edit Saved Searches icon
from the left sidebar of pages associated with that type.
Manage Your Own Saved Searches
You can view and manage your own Saved Searches that you have created. A Saved Search can only be managed by the user that creates it unless that user has the Make this user a Super Admin setting enabled for that user account; see Manage Saved Searches. This setting is generally reserved for Administrators and is not available to most users.
You may also view Saved Searches that have been shared with you.
Click the Edit Saved Searches iconfrom the left sidebar of pages associated with that Saved Search type. The My Saved Searches tab of the Edit Saved Searches page displays your Saved Searches associated by its specific type. Below are Saved Searches for the Request type.
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To quickly configure a specific Saved Search that you have created, follow these steps:
Click the image from the left sidebar that represents your own Saved Search. Though Saved Searches shared with you also display from the left sidebar, you cannot configure these Saved Searches. The search results for that Saved Search displays.
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 from the left sidebar for that Saved Search's type. For example, the icons that display in the image above display in Request-related pages.
Created By: The Created By column displays the user's avatar who created the Saved Search. Hover your cursor over the 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 user that created the Saved Search. A Saved Search can only be modified by the user that created it. The time zone setting to display the time is according to the ProcessMaker Platform 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 Platform instance unless your user profile's Time zone setting is specified.
Too Many of Your Own Saved Searches in Your Sidebar?
Toggle to hide or show your own Saved Searches by using the Hide Saved Search
and Show Saved Search
icons. 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
Delete One of Your Own Saved Searches
Click the Delete icon
. See Delete a Saved Search.
Search for 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
Control how tabular information displays, including how to sort columns or how many items display per page.