WorkflowGen Documentation
9.2
9.2
  • WorkflowGen User Portal Guide
  • User Portal Overview
  • Dashboard
  • New Request
  • Views
  • Requests
  • Actions
  • Assignments
  • Teams
  • Delegations
  • Request Information Form
  • Action Information Form
  • Search
  • Advanced View
  • Analytics
  • Help
  • Calling Card
  • Notifications
  • Error Messages
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  • Search screen
  • Search form
  • Supervisor mode
  • Search results
  • Request list
  • Action list
  • Save as view
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Last updated 3 months ago

Search screen

The Search screen allows searches to be conducted on user-accessible requests and actions. The search criteria can be saved as a view so that the user can quickly display the search results without having to repeatedly fill out the search form (see for more information).

By default, only requests initiated by the user and actions performed by the user will be listed in the search. This applies to all user types, including process supervisors, managers, and administrators.

By checking Customizable report (under Advanced view in the Display section), the search results will be displayed in a customizable format, which gives the user control of how the results are organized.

By checking Display approval buttons, Quick approval buttons will appear next to validation actions if Quick approval has been enabled. This option is only available when searching in User mode.

Search form

Click Requests to search requests or Actions to search actions. The search form is in User mode by default and includes the following search filters:

Button / Field

Description

Requests

Define a search for requests

Actions

Define a search for actions

Access mode

Request #

Filter by request number

State

Filter by request state: All, In test, or Active

Status

Filter by request or action status: All, All except closed (cancelled), Open, Closed, Closed (completed), or Closed (cancelled)

Date

Filter by date: Of creation, Of closing, or Limit

Period

Filter by a predefined period

Or from... to...

Filter by a date range (click the fields to display a calendar date picker)

Category

Filter by process category

Process

Filter by process name

Version *

Filter by process version

Data **

Filter by process data values

✏️ Note: The does not contain operator excludes NULL values.

Advanced view

  • Display results in a customizable report

  • Display paging ✏️ Note: The server-side paging feature does not support some of the existing Advanced View functions such as Export grid, View chart, and Column filtering.

  • Display Quick approval buttons for validation actions (actions search in User mode only)

Action display (actions search only)

Hide action numbers in search results

* Available when filtering by process or in single-process search mode.

** Available when filtering by process or in single-process search mode; available in multi-process mode if common process data has been set up by your WorkflowGen Administrator.

Supervisor mode

In Supervisor mode, the following additional search filters are available:

Field

Description

Requester’s last name (requests search only)

Filter by the requester’s last name

Requester’s username (requests search only)

Filter by the requester’s username

Assignee’s last name (actions search only)

Filter by the assignee’s last name

Assignee’s username (actions search only)

Filter by the assignee’s username

Participant

Filter by participant (global or process) in all processes the user supervises

Past due (days)

Filter by requests or actions that are past due by the number of days specified in the drop-down list

Not assigned (actions search only)

Filter by actions not yet assigned

To accept (actions search only)

Filter by actions to accept

Search results

Request list

Columns

Remarks

Request #

Request number; click the icon to display the request form in Quick view, or click the number to display the form information screen

Process

Process name

Launched

Request creation date

Closed

Request closure date

Time limit

Request deadline

Additional data elements

Any additional associated data elements (as defined by the process designer) will appear as extra columns in when in single-process view

The results list allows drag-and-drop reordering of columns. Column order is specific to the user and is retained thereafter.

Action list

Columns

Remarks

Request #

Process

Process name

Requester

Requester name

Action

Launched

Action creation date

Closed

Action closure date

Time limit

Action deadline

Additional data elements

Any additional associated data elements (as defined by the process designer) will appear as extra columns when in single-process view

Save as view

Fields

Remarks

Name

Name of the new view

Replace

Select an existing view to replace

Display link in the home page

Display this view on your home page

Share with participants

Select which participants to share this view with

In Supervisor mode, more search options are available, and the search will be performed for all activities of the processes the user supervises (see the section below for more information).

Switch between User and Supervisor search modes (see the next section, )

By default, the search can filter only by the actions of which the user is a participant. In Supervisor mode, the search can filter for any action of the selected process of which the user is a supervisor (see the next section, ).

Request number; click the icon to display the request form in Quick view, or click the number to display the

Action name; click to open the

The current search results can be saved as a view by clicking the Save as view button displayed above the search results. See the section for information on how to use views, and the section to find out how to turn saved views into pop-up panels on your Dashboard.

Supervisor mode
Supervisor mode
request information form
action information form
Supervisor mode
Save as view
Dashboar
d pop-up panels
Views