pp108 : Searching Cases in the Inbox

Searching Cases in the Inbox
This topic describes the procedure to search cases in the Inbox.
You can search the Inbox for cases based on system specific attributes or on business attributes using:
  • Basic Search - To search the Inbox for specific case instances based on the system specific attributes, like the status of case instances or the start and due dates of the case instances.
  • Advanced Search - To search the Inbox for the case instances based on the attributes or case identifiers specified while modeling the case and setting the case properties.
  1. On CUSP, double-click My Inbox. The My Inbox window appears, displaying personal tasks, by default.
  2. Click Search tab on the left-side of the Inbox.
  3. Select Cases from the Within drop-down list. The For Case drop-down list populated with the existing case models, is displayed. This list of case models is initialize once the user opens 'My Inbox'. Incase other case models which are published new are needed for search, the user needs to close and open 'My Inbox'.
  4. Select the case, on which you want to define the search criteria, from the For Case list. The descriptions that are provided for the case models are what is shown here instead of the names. This behavior helps users to have a better view of what case models they are selecting and their purpose.
  5. Do any of the following:
    • To search the Inbox based on the system specific attributes, fill the search details in the search criteria section and click Search Now. For more information on the fields of the basic search interface, refer to Basic Search Interface of Cases in the Inbox.
    • To search the Inbox based on case identifiers that are set while modeling the case, fill the search details in the search criteria section, click Add to the List to add the search criteria to the criteria list and click Search Now. For more information on the fields of the advanced search interface, refer to Advanced Search Interface of Cases in the Inbox.
  6. Click displayed on the top of the Search Criteria pane to save the search for future reference and type a name for the search in the Save Search As dialog box that is displayed.

    Note: A work list manager or a team lead can save a search criteria which can be accessed by all the members of the work list or team respectively, by selecting Public in the Save Search As dialog box. When Private is selected in the Save Search As dialog box, the search criteria can be accessed by the work list manager or the User whoever created it.


    The search criteria is saved in the list.
    The case instances in the Inbox are filtered based on the specified criteria. The case instances that match the search criteria are displayed on the right pane of the Inbox. Click the required instance and all the activities related to that case instances are displayed in the bottom pane.

    Note:
    To view your saved searches:

    • Select the search name from the Select drop-down list box. The specified criteria is displayed in the corresponding fields below. Click Search Now at the bottom to display the cases matching the specified criteria on the right pane.
    • Alternatively, you can also select the previous searches from the View drop-down list box on the top right corner of the Inbox.