Running Work Process Queries
Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.
Running Queries
All work process entries may be queried whenever specific searches are necessary. Queries may be saved and reused; they may also be made available to others in the organization.
Using queries, users may:
- Track work process entries’ history (descriptions, fixes and state changes)
- Search for work process entries by word or phrase
- Customize queries by any combination of client, project, component, work process type and status
- View user statistics such as how many work process entries were reported or completed
To create a custom query:
- Click the Processes tab on the Main menu.
- In the left pane, click the Work List option to open the Work List screen. The Work List screen lists all work process entries (of any type) that have been assigned to you.
- If you have already created a query for the work process, you may use the drop-down list located to the right of the Query field label to select a query. The results will be displayed in the table below.
- Should you wish to create a new query for searching the Work Process entry list, click the Query link to the left of the drop-down list to open the Work Process Query List screen.
- All previously saved queries will be listed in this screen. From this screen a user may create a new query or edit/delete existing queries.
- Click New to open the Query Edit screen. This screen offers many options from which the user may choose in order to design a custom query. The options are grouped into four sections: Query Information, Search By, Search for Text, and Search by Date. In the Query Information section enter a name for the query and select if the query is default or if the query is available to all users of the organization.
- The selections made in Search by, Search for Text, and Search by Date sections will impact the screen that opens once Next is clicked.
Example 1:
- Selecting both the Work Process and User Defined fields check boxes in the Search by section, permits the user to query all user defined fields that have been associated to a specific Work Process by the administrator. After selecting these check boxes, click Next. A list of all work processes will appear. You can select only type of work process when working with user defined fields.
- Select the work process you wish to query, and then click Next. The user defined fields that will appear in the next screen depend on the type of Work Process you had selected. Each user defined field has a number of query conditions that may be selected and applied to the query. Anything marked as not applicable will not appear among the query results. The drop-down lists may be used to select specific search conditions that should be applied to the query.
Example 2:
- If you select the Assigned to group check box in the Search by section, the next screen will enable you to select groups.
- Click Next. The following screen permits the user to specify the layout of the returned query results. Select which fields should be displayed, their column number and specify the sort order. Click Finish.
- You will return to the Work Process Query List screen.
- Click Close to return to the Work List screen.
- To run the query, simply select the query name from the Query drop-down list, and the results will appear in the table below.
See also
- Using the Work Processes