Index 

 

Speaking of Form Search...

Posts searches display contents with the searched term; the Forms tab must be selected to filter only results of this type.

 

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Basic Path

 

01. Enter the text to be searched in the search field located on the upper bar in the platform.

02. A list of suggestions will appear. Users may select a word from the list or enter any other word.

03. Click on the magnifying glass to start the search.

04. The search results screen will be displayed with the All tab selected by default.

05. Click the Forms tab.

Search results are separated by tabs. Up to four tabs are displayed by standard, depending on the result types found. If more than four different types of results are found, a More tab will be added, containing a list of all types found.

06. This tab displays only search results related to forms, allowing the user to select actions for each form.

A menu is available to the right of each search result containing the actions available for each form. Such actions include:

  • Metadata editing – Allows editing process metadata information.
  • Add to favorites – Allows adding the process to the favorites list, facilitating access.
  • Delete – Deletes the process.

07. New filters can be added to search results by selecting the Add filters link.

08. The filter area will be expanded and form filters are displayed.

Available form filters:

  • Filter by period – The following filters can be chosen: last hour, last day, last week, last month, last year, and specify a start and end date.
  • Filters by form fields – Allows selecting an existing form and searching for specific fields within such form. 

09. Select the desired filter(s) and click on Search.

All search results are organized by relevance. Results may be organized by newer or older. For such, select the check box in the upper right corner of the search results screen and select an option. 

 

 

This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.