Search properties

Allow or restrict search, define the search criteria for a Job list control to search for the required jobs, and allow editing a query.

Allow job/case search

Allows searching on a job or case at runtime.

To restrict searching on a job at runtime, for example, to restrict job search when populating the control with a query without enabling the edit option, clear Allow job/case search. The search-related options for job or case are not visible at runtime. However, on upgrading TotalAgility, these options are displayed by default to preserve backward compatibility.

Allow query edit

Allows or restricts editing of queries at runtime.

Note On upgrading to TotalAgility 7.8.0 and higher, the default options for Display queries are as shown below.

  • Allow query edit: (Selected)

  • Allow query selection: (Selected)

Display query as tree

  • Allow query edit: (Clear)

  • Allow query selection: (Selected)

Display query as dropdown

Allow query selection

Allows query selection at runtime, or displays the job list based on the selected predefined query, or defines the search criteria at design time.

Allow query selection at runtime

To view queries at runtime, select Allow query selection (Default: Selected). The following options are displayed:

  • Display queries as: Select the view for the queries to display. Queries can displayed in Tree or Dropdown view. (Default: Tree)

    Note On upgrading to TotalAgility 7.8.0, by default, Dropdown is selected.
  • Expand query list: Displays the expanded query list at runtime.

    Note The Expand query list option is only available when queries are displayed in a tree view.

  • Query types: Select the query type to view.

    • All: Allows you to view both private and shared queries.

    • Private: Allows you to view only private queries.

    • Shared: Allows you to view only shared queries.

Select a predefined query at design time

  1. Clear Allow query selection.
  2. Select Query for Initialize with.
  3. Optional. On the Query list, select a query that will be used to load the initial job list.

    If you do not set a query and load the form at runtime, the job list control appears but no items are listed. If you set a query dynamically, the control appears at runtime, and the query is applied when the action executes and displays the items returned from the query result.

Specify custom search criteria

To define the search criteria that will be used to load the initial job list, do the following.

  1. Clear Allow query selection.
  2. Select Custom search for Initialize with.
    If custom search is used, when you edit the query at runtime, the Save and Save as options are not enabled.

    The following table describes the criteria available for custom search.

    Job list field Description

    Return query total

    If selected, allows viewing total number of items matching the query.

    At runtime, the total number of items regardless of the retrieval limit specified in the query are displayed. (Default: Clear)

    Note If you select this option, there will be a performance overhead.

    Job ID

    The ID of the case job.

    Note You can only select a global variable, form variable or form control for the initial search of a job list control.

    Case reference

    Case reference based on which the job is created. Select a global variable, form variable, or form control or use a static value.

    Start date

    The date when the job started.

    Completion date

    The date when the job is completed.

    Due date

    The date when the job is due to complete.

    Note
    • You can filter creation, completion and due dates on any date (All), since a specific date, between two dates, today's date, this week, this month and this year.

    • If the date option is Since or Between, you can provide a value to be @Today or a certain number of days from today in the following format:

      @Today +/- NUM. For example, <@Today - 7>

    Created by

    The resource who creates the job.

    Job owner

    The resource who is the job owner.

    Status

    The status of the job. The following job status are available:

    • Active: A job that is currently in an active state, that is actively progressing or in a state to progress.
    • Live and finished: A job that is currently live or finished.
    • Finished: Jobs that are completed or terminated.
    • Live: Jobs that are either not completed, terminated, awaiting completion or awaiting termination.
    • Completed: Jobs that have completed their life cycle as designed.
    • Ready for evaluation: Jobs that are in the process of reevaluating what should happen next.
    • Pending: A job which was completed, but there are taken activities.
    • Suspended: Jobs that are suspended but can manually be reactivated to get them up and running again.
    • Terminated: A job that has stopped processing before completing the life cycle.
    • On hold: Jobs that are on hold for a specific time to delay all event processing. When a job is placed on hold, exceptions, milestones and triggers are affected. When the hold time expires, the job moves to active status and the job activities become pending.
    • Awaiting associated jobs completion: A case that is completed but still has active associated jobs.
    • Awaiting associated case completion: An associated job that is completed and awaiting case completion.
    • Terminated awaiting associated jobs completion: A terminated case awaiting completion of associated jobs.
    • Terminated awaiting associated case completion: An associated job that has been terminated and awaiting case completion.
    • Evaluation failed: Jobs that have failed in evaluation.

    Category

    The category to which the job belongs.

    Search in sub-categories

    Allows searching within subcategories.

    Process

    The process on which the job is created.

    Process version

    The process version.

    Job type

    The job type. The available options are: All, Job, Case, Associated job, Business rule.

    Priority

    The priority of the job with 1 being the highest and 100 lowest.

    Job state

    The name of the state associated with the process. Select a global variable, form variable, or form control or use a static value.

    Retrieval limit

    The number of the latest activities that are to be retrieved from the server at a given point in time.

    Work type

    Select the work type.

    Metadata fields

    You can create a filter criteria by selecting the work type and selecting the corresponding fields. See Create metadata.

    Score

    The score of the job.

    Job SLA

    The current status of the job. The job SLA (Green-Amber-Red) status is the visual representation of the job status on your work queue to indicate if the job is within or has exceeded the set time limits (target duration).

    Suspend reason

    The suspend reason for a job. Select a global variable, form variable, form control, or use a static value.