Shared searches allow workflow item administrators to create custom searches and share them with all workflow item users or specific groups. Shared searches can be accessed on the Manage page under Shared in the Search panel and on the Work page in the search bar.
Create shared searches
Complete these steps to create shared searches:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Hinweis:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button
.Hinweis:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Searches tab.
- Click Create New in the Shared Searches panel.
- Type a SQL expression in the Filters text box using the following example:
Searches for all high priority jobs that are not closed
priority='High' AND closed=0 - Optionally, create a custom display for your search results.
- Click Add Display Field.
- Type a field name in the Display Fields text box.
- Type a name for the column displayed in the search results in the Display Names text box.
- Click Add Display Field and repeat steps a through c to add additional display fields as necessary.
- Optionally, change the order of the fields by clicking the Move Field To Top
or Move Field To Bottom 
button or by clicking the Reorder Field button 
and dragging the it to the desired location.Hinweis:
Fields can be deleted by clicking the Delete Field button
.
- Optionally, add sort fields to change the sort order of your shared search results.
- Click Add Sort Field.
- Type a field name in the Sort Fields text box.
- Click the Sort Order drop-down arrow and choose a sorting method.
- Click Add Sort Field and repeat steps a through c to add additional sort fields as necessary.
- Optionally, change the order of the fields by clicking the Move Field To Top or Move Field To Bottom button or by clicking the Reorder Field button and dragging it to the desired location.
Hinweis:
Fields can be deleted by clicking the Delete Field button
.
- Choose one of the following options in the Share Search With section:
- Everyone—Choose this option to share the search with all workflow item users.
- Group—Choose this option and click the Shared To check box next to each group you want to give access to the shared search.
- Click Save to save the changes.
Edit shared searches
Complete these steps to edit shared searches:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Hinweis:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button .
Hinweis:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Searches tab.
- Click the name of the shared search you want to edit in the Saved Searches list.
Tipp:
You can filter the Saved Searches list by typing a search term in the Search Saved Searches text box.
- Update search settings as necessary.
- Optionally, click Test Search to test the new search settings.
- Click Save to save the changes.
Delete shared searches
Deleting a shared search is permanent and can’t be undone. Complete these steps to delete shared searches:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Hinweis:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button .
Hinweis:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Searches tab.
- Click the name of the shared search you want to delete in the Saved Searches list.
Tipp:
You can filter the Saved Searches list by typing a search term in the Search Saved Searches text box.
- Click the More Actions button
in the right panel and click Delete Search. - Click Yes to delete the group role, or click No to cancel.
Searchable fields
The following is a list of searchable fields and their descriptions:
| Field name | Description | Example SQL expression |
|---|---|---|
active_versions | The current branch versions associated with the job | active_versions like '%JOB_343%' |
assigned_to | The people to whom the job is assigned | assigned_to = 'wmxuser' |
assigned_type | The type of assignment (User, Group, or Unassigned) | assigned_type = 'User' |
closed | The closed state of the job in integer format | closed = 1 |
created_by | The person who created the job | created_by = 'wmxuser' |
created_date | The job's creation date | created_date >= '5/7/2020' |
current_step | The job's current active steps | current_step = 'Data Edits' |
current_step_id | The unique identifier of the current step in the job's workflow diagram | current_step_id = 'f50d740d-cc04-9296-4ce3-181e82604465' |
description | The job description | description like '%Data Edits%' |
diagram | The job's workflow diagram | diagram = 'AV22bnx4LL5H4Mf3yv_R' |
diagram_version | The job's workflow diagram version | diagram_version = 1 |
due_date | The job's scheduled end date | due_date >= '5/7/2020' |
end_date | The date the job was closed | end_date = '5/7/2020' |
job_id | The unique identifier of the job | job_id = 'AV22cQZOLL5H4Mf3yv_T' |
job_name | The job's name | job_name like '%JOB%' |
job_status | The job's status | job_status = 'Ready to Work' |
job_template_id | The unique identifier of the job template from which the job was created | job_template_id = 'AV22cQZOLL5H4Mf3yv_T' |
job_template_name | The name of the job template from which the job was created | job_template_name = 'Data Edits' |
owned_by | The job's owner | owned_by = 'wmxuser' |
priority | The priority of the job in string format | priority = 'Low' |
priority_rank | The priority of the job in integer format | priority_rank = 10 |
start_date | The job's scheduled start date | start_date >= '5/7/2020' |
started_date | The date the job was started | started_date >= '5/7/2020' |
Display and sort fields
The following is a list of display and sort fields and their descriptions:
| Field name | Description |
|---|---|
active_versions | The current branch versions associated with the job |
assigned_to | The people to whom the job is assigned |
assigned_type | The type of assignment (User, Group, or Unassigned) |
closed | The closed state of the job in integer format |
created_by | The person who created the job |
created_date | The job's creation date |
current_step | The job's current active steps |
current_step_id | The unique identifier of the current step in the job's workflow diagram |
description | The job description |
diagram | The job's workflow diagram |
diagram_version | The job's workflow diagram version |
due_date | The job's scheduled end date |
end_date | The date the job was closed |
job_id | The unique identifier of the job |
job_name | The job's name |
job_status | The job's status |
job_template_id | The unique identifier of the job template from which the job was created |
job_template_name | The name of the job template from which the job was created |
owned_by | The job's owner |
priority | The priority of the job in string format |
priority_rank | The priority of the job in integer format |
start_date | The job's scheduled start date |
started_date | The date the job was started |