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Advanced Search

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The Advanced Search provides the possibility to search for values entered in request forms or shops when they were submitted. Users will only be able is only available for Users that have Admin access to at least 1 Process. Admin access to processes can be configured in the Roles section of the Admin page. When the user's role provides Process Admin access, the following search screen appears when choosing Search in the menu bar. Please note that this is a different screen than used by End Users:

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The following options are available on the search page:

Orb-Blue-Plus-24Load Filter

Select from the drop down list a previously stored and named filter

Orb-Blue-Minus-24User

Here search criteria can be filled in to find tickets submitted for a certain user. This search is looking in the "Requested For" field of submitted requests. The number of user fields defined here can be configured in the User Data sections of the adapter configuration.

Orb-Blue-Minus-24Requestor

Here search criteria can be filled in to find tickets submitted by a certain user. This search is looking in the "Requested By" field of submitted requests. The number of user fields defined here can be configured in the User Data sections of the adapter configuration.

Orb-Blue-Minus-24Status

Choose here what the status of the tickets to find should be. Closed processes are processes that have no pending process steps.

Orb-Blue-Plus-24Decision last active step

Use this option to find tickets based on the last decision made in the workflow. In case a process contains multiple approval steps, only the last active step will be checked for this condition.

Orb-Blue-Minus-24Date

Choose within what date range the search should be done. The selected dates are the process start dates.

Orb-Blue-Minus-24Ticket Number

A specific ticket number can here be entered. When interfaces are used to external systems, ID's of the external systems can't be used here.

Orb-Blue-Minus-24Process

To search for tickets submitted on specific processes, a process can be selected here. Once a process is selected, it becomes possible to search for tickets on a deeper level.

Form Field Search: Select here a form field from any form linked to the selected process. After selecting the field, type the condition to search for. Please note that only fields that have the indicator "Searchable via Search Tickets:" set in the general settings of form fields, are included in this list.

Process Field Search: When the search should be done on certain process results, process fields should be included in the search arguments. The drop-down list is showing all process steps. For Action and Approval steps, the results can be used. For example:

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In case more than 1 search criteria is needed, click on the "Add Filter" button.

Orb-Blue-Minus-24Save filter settings

When this checkbox is set, a name for the current filter can be set. In the next search, this name is available in the drop down list behind Load filter option.