Search functions

Signavio Process Manager has many functionalities to help you manage large processes repositories. The search function is a useful tool to quickly find diagrams. In addition to the full text search, the advanced search option offers you a method to search more purposefully by adding specific search criteria. You can save your search as a smart folder for easy reference in the future.

Smart Folders

Smart Folders are where you can save your advanced searches. This allows you to repeat frequently used searches with a single click.

To save the search query as a smart folder, proceed as follows:

  1. Execute an advanced search as described above. The Create smart folder dialog opens.

    Save the search query.
  1. Label the smart folder (you can also add a description, but this is optional).

    Adding label to the smart folder.
  2. Finally, confirm the action by clicking Save. Now, you can access the smart folder through the Smart Folders directory in the navigation panel of the Signavio Explorer.

    Smart folders can be accessed through the navigation panel.

Important

The content of a smart folder changes dynamically according to the content of your workspace. In our example, the smart folder will show one diagram less after the term “order” has been deleted from all “Description” attributes of a diagram.

Deleting a smart folder

Deleting a smart folder works the same way as deleting a normal folder.

Deleting a smart folder.

Deleting a smart folder

Search results

Grouped in categories

Search results are sorted into groups according to where in the process they were found. There are three categories:

  • found in diagram
  • found in diagram elements
  • found in comments.

For a better overview, you can collapse categories using the minus-icon under the category name:

The search results are displayed in different categories.

The search results are displayed in different categories

If there are many results, they may be listed on more than one page. Navigate through the pages using the arrow shaped buttons at the top of the page:

Page navigation.

Sometimes it is useful to use the list view instead of the icon view. In the list view, the results will not be sorted into groups. But you will have more information about location, description, revision version, date of last change, last author and file type of each diagram listed.

Switching to the list view.

Switching to the list view

Showing a diagram at its location

To go to the folder in which a search result item is located, select the item and click Go to parent:

Opening a diagram in its folder.

Returning to the default Explorer view

To leave the search and return to the default Explorer view, select any of the folders in the folder tree on the left.