Search

Note: To access the Search section, the user must have the PM_CASES and PM_ALLCASES permissions assigned to their role.

Advanced Search

The Advanced Search submenu appears for users who have the PM_ALLCASES permission in their role. It displays all the cases in the workspace and allows users to search for cases using the following criteria:

  1. Category: Filters cases by process category.
  2. Process: View all processes or select a specific process.

  3. Status: View cases with all statuses or filter by a specific status, such as Draft, To Do and Completed.

  4. User: It is possible to view the cases assigned to all users or filter the cases by a specific user.

    This field is a suggest field that has the auto-complete feature. All coincidences will be shown as text is entered.

    The Current User option shows all cases belonging to the user currently logged in.

    Selecting "All Users" displays all unassigned cases:

    As you can see in the image above, the [UNASSIGNED] label has been applied to cases with the self service assignment rule.

    Note: As the image above shows, a search can be done with one or more search criteria at the same time. In the example, the search was filtered by user and status.

  5. Search: It is possible to search using a specific word by entering it into the search box, as shown in the image below:

    Enter the search term and click on Search. For example, searching for a case number will result in the following:

  6. Delegate Date From: Search for cases that were last routed (delegated) to the current task after this date. Click on to select a date.
  7. To: Search for cases that were last routed (delegated) to the current task before this date. Click on to select a date.

    After selecting the dates, click on to display the results.

    Click on the X button next to the Delegate Date From and To fields to clear the dates selected in these fields.


In the following table, there is an explanation of what a user can expect when accessing the Advanced Search option in different scenarios:

# Case Status Case Flow Result
1 The case is open or active. Only one flow is active. The current case flow is displayed in the list.
2 More than one flow is active. Active case flows are displayed in the list.
3 Some flows are open and other flows are completed (at the end event). Active case flows are displayed in the list.
Complete case threads are NOT displayed in the list.
4 The case is completed. The case is completed with only one end event. The last task before the end event is displayed in the list.
5 The case is completed with more than one end event. Only the last task before one end event is displayed in the list.
6 The case is completed (special case) The last element before the end event of the case is an element that does NOT require user intervention. The element before the end event is displayed in the list. See the example below.

The special case (#6) includes processes like the one in the image below:

Once completed, the process above will be listed in the Advanced Search option with its last element, in this case an intermediate email event.