Using Case Search

You can create ad-hoc searches or advanced searches. Using an ad-hoc search, you can perform searches using one or more case attributes of a case class. An advanced search allows you to build up a complex search query.

When you access the Case Management gadget, a list of the available case classes for all business object models deployed to your ActiveMatrix BPM system are displayed. Also, a list of your saved and favorite searches (if you have any) are displayed. You can either select one of these or create a new search. See Performing an Ad-hoc Search or Performing an Advanced Search.

There are two top-level categories for searches:
  • Saved Searches: When you save a search, it is added to Saved Searches. You can create categories within Saved Searches. See Performing an Ad-hoc Search or Performing an Advanced Search.
  • Favorites: To add a search to Favorites, select a search in Saved Searches and click .
    Note: You cannot create categories for searches within Favorites.

Prerequisites

You must login as a user that has the system actions assigned
  • To perform an ad-hoc search or a parameterized ad-hoc search, the readGlobalData system action must be assigned.
  • To edit, save or delete ad-hoc, parameterized ad-hoc searches, or advanced searches, both the readGlobalData and manageDataView system actions must be assigned.

Procedure

  1. Navigate to the category where your search is stored.
  2. Select your search.
    The cases that match the defined search criteria display. The case attributes listed in your case summary are displayed. The case summary is defined at design-time in TIBCO Business Studio. See TIBCO Business Studio Modeling Guide for more information.
  3. Select a case. If required, use the Search facility to identify your case. See Searching Case Data.
    All the case data associated with the selected case is displayed.
  4. If you have any case actions defined for your case, you can select a case action to perform. See Performing Case Actions.
  5. If you select a case, you are able to select one of the following:
    Option Description
    View Work List Select this to view and progress work items using the selected case. See Managing Work Lists Associated With Case Data.
    View Audit/Events Select this to view an audit trail for the selected case. See Viewing Audit and Event Information Associated with Case Data.
    View Process Select this to view process instances using the selected case. See Managing Processes Associated With Case Data.
    Manage Ad-hoc Activities Select this to manage ad-hoc activities associated with the selected case. See Executing Ad-Hoc Activities.
  6. If there are any case documents associated with your case you can manage them from the Case Management gadget. See Managing Case Documents.