and select a saved search. The Advanced search of the Workflow Search dialog box allows you to select comparative operators to further narrow down the number of displayed records. You can save the Advanced search criteria for future use.
Two grids display when you select Advanced.
The top grid contains the advanced search criteria and the bottom grid contains the search results.
The bottom grid only displays when the Show Result List option is selected. Otherwise, the search dialog box only displays an empty box below the search criteria grid.
You can specify either specific records or criteria when you define the filter that the system uses when creating the report.
Specific Records: When you select a result from the Search Results grid, you are specifying that you only want to report on that record or value.
Criteria: Instead of selecting specific records, you build the criteria to gather the data from the database.
Use this field to select one of the following views:
Advanced: Use this view to select comparative operators to further narrow down the number of displayed records.
After entering search criteria, click this button to display the results. The columns in the Results grid vary, depending on the display type that you select.
Use this field to enter the name of saved search, or click
and select a saved search.
Click this button to display the Organize Options dialog box, which allows you to save your search.
Select a project that contains the record that you want to search. This field displays a project name that you previously used as a search filter. It allows you to refine your search by limiting the search to those records that are directly tied to the given project.
When you access this dialog box from the Model Changes view, you can only search projects that are linked to the active schedule.
This grid contains the advanced search criteria and includes the following toolbar and columns:
Field |
Description |
Insert |
Click this button to add a filter or criteria line to the grid. The added line displays below the current line, where the control prompt (triangle symbol) displays. Inserting the line rearranges the order of the advanced search. |
Copy |
Select a criteria line and then click this button to add a new line to the grid. The new line contains exactly the same data as and displays below the original line. |
Move Up |
Select a criteria line and then click this button to move the line up in the grid. If the selected line is already at the top of the grid, clicking this button does not change anything. |
Move Down |
Select a criteria line and then click this button to move the line down in the grid. If the selected line is already at the bottom of the grid, clicking this button does not change anything. |
Delete |
Select a criteria line and then click this button to remove the line from the grid. |
Field |
Description |
Parenthesis () |
Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line. For projects, both columns for the opening and closing parentheses are empty. |
Search Table |
This column displays the table that contains the search fields. Note that you are searching the workflow table. All fields that are available to add to a workflow are found when you select the workflow table. For example, if you add a control account code in User-Defined Data, and you want to filter on that field, select the workflow table. |
Search Field |
Use the drop-down list to select a field for the search filter. The list includes all fields available in the selected search table including special calculated fields but not including user-defined fields or internal values. |
Operator |
This column displays In List by default. You can also select an operator to use in creating an advanced search. For more information, see Advanced Search Operators. |
Search List |
This column is empty by default. You can also select a value that you want to compare to the value specified in the Search Field column. Alternatively, you can enter a value manually. The displayed values depends on the value that you select in the Search Field column. |
Cond |
This column displays And by default. You can also select OR. |
Select this checkbox to display the coded search (text string) for the Search Criteria grid. It displays the coded search in a box below the grid. If you do not select this checkbox, the box below the Search Criteria grid is initially empty. Clicking Search displays the search results in the grid, replacing the empty box.
This grid displays the search results after you define your filter criteria and click Search. The columns in the search results grid vary, depending on the search type that you select. For examples, searching for users displays the First Name, User Name, and User ID columns, and searching for projects displays the Project and Description columns.
When you access this dialog box from the Model Changes view, the results are limited to workflows where the active schedule = the associated schedule.
Enter the name of a saved search or one of the following static searches:
My Assignments: Select this option to display workflows where you are assigned in the current workflow step. The results do not include workflows that have not yet started, nor do they include assignments with Edit Only Access selected. For more information, see Next Step Assignee Can Edit Current Step.
My Workflows: Select this option to display all workflows for which you are one of the following:
Originator
Listed in a user field
Control Account Manager
Included in a mapped user field on the control account
All Workflows: Select this option to display all workflows.
The saved searches are also available in the Searches
drop-down list (or when you click beside
the Searches field) aside from
the Global Searches and Personal Searches folders.
Select this option if you want the result set to display parent and children in a hierarchical manner. When selected, the parent and all children display in the result set if the parent or any child meets the filter criteria. In the List View, a parent with a plus (+) sign beside it indicates that there are children below the parent. When you click the plus sign, the parent and all of the children display.
When this option is not selected, children are not included in the search. This improves performance when displaying and searching for workflows in categories such as Change Management where each parent has many children. There is no + sign next to the parents in the List View. When you select the Form View, + sign in the title indicates that there are children and you can click on the Child Workflows tab to display the children.
When you select this option, the search results include both the parent and children workflows. This allows you to, for example, search for workflows where you are the CAM because that information is stored with the child workflows.
By default, CAM is not a source field on the Control Account Change child workflow. You must add the source field to the workflow to be able to search on it.
For example, you have a risk called Insufficient Resources and your risk mitigation plan includes using contractors. If you want to view a list of all contractors, you can select this option and search across all risks and children for the word contractor.
When you deselect Include Child Workflows and you perform a search for CAM is Me or a similar search, if PM Compass matches the search criteria to a child workflow, the system returns the parent workflow in the search result. If you need to see the child workflows, you can select Include Child Workflows and re-run the search, or you can use the Child Workflows tab in the Workflow Form View to view the children.
Select this option if you want to include those workflows that were closed previously or are suspended currently. Selecting this option also includes all workflows that are past due and in any stage.
This option is not available when you access this dialog box from the Model Changes view.
Select this option if you only want to include those workflows whose corresponding requested action has not yet occurred and due date has passed.
This field displays the total number of records returned by the search.
Select this check box to display grid containing the results of the search. When this option is not selected, both the Total Rows field and the grid with results do not display. By default, this check box is selected.
Select a record in the Results grid and click this button to display the corresponding record. You can select multiple records by pressing either the CTRL key or the SHIFT key and clicking the selected entries.
For field searches, selecting a record and then clicking Select closes the Search dialog box and displays the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and clicking Select closes the Search dialog box and populates the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, this button label changes to Apply.
Click this button to select and display all available records in numerical-alphabetical order.
Click this button to close the dialog box.
Click this button to display the Search dialog box help topic. Clicking this button displays the help topic for the Standard display type by default.
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