Signavio Process Manager helps you with numerous functions to manage large repositories of processes. Search functions for example, represent 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. If you want to repeatedly perform a search, you can save your search as a smart folder. All search functions are described in this section.
Full text search¶
The full-text search enables you to not only search for diagram titles or attributes of diagrams and elements, but also for any term within an element label. Additionally, comments, revision information, dictionary links and even the content of uploaded files are included in the search results. By using the ‘Wildcard’ option, instead of terms, you can search for any character sequence.
To execute a search, type the search term into the search mask and hit Enter.
For example, searching for “order” will return all diagrams having “order” in its title as well as all diagrams containing a label that contains “order”.
To gain accurate search results as quickly as possible, enter specific keywords and not whole sentences into the search function.
If you are searching for multiple words that should be an exact match, put the term in quotes (for example:
"enterprise resource planning system").
It is also possible to use the following operands:
|wildcard (*)||The search will include all terms containing all included wildcard-separated character sequences. Sample: A search with the term ´regis*´ will list words like “registration” and “registering”. A search with the term ´lab*r´ will consider the term in both British English (“labour”) and American English (“labor”).|
|AND||The search will only consider diagrams containing all terms that you connect with the AND command. Sample: A search with the term ´Registration AND SaaS´ will list diagrams containing the terms “Registration” and “SaaS”, but no diagrams including only one of these terms.|
|OR||The search will consider all diagrams containing one of the terms that you connect with the OR command. Sample: A search with the term “SaaS OR Software-as-a-Service” will consider diagrams containing one of the terms “SaaS” and “Software-as-a-Service”, as well as diagrams containing both of these terms.|
|NOT||The search will not consider diagrams containing the term you put after the NOT command. Sample: A search with the term “Registration NOT SaaS” will consider all diagrams that contain the term registration, and don’t contain the term “SaaS”.|
|Phrases||(terms in quotation marks “”) The search with a term in quotation marks will only consider the exact term. Sample: A search with the term “user manual” will consider only diagrams containing the exact character sequence “user manual”, but not diagrams containing the words “user” and “manual” in a different order.|
It is possible to combine the advanced search commands in one query.
With the help of the advanced search feature, you can easily execute defined search queries. When searching with specification of attribute types in combiantion with your desired search term, a quick and precise search result can be achieved. In the Explorer, possible attribute types are:
- single-line text
- multi-line text
- drop-down box
The advanced search in the Explorer considers attributes on diagram and element level.
To execute an advanced search, proceed as follows:
- Click the Advanced Search icon next to the search box.
- From the drop-down list, select the attribute you want to use. Select All in case you do not wish to differentiate.
Type in the search term and click Search. The search results are displayed.
It is possible to combine the advanced search feature with the search operands described above.
If necessary, you can add additional search criteria, which allow you to filter the search results by diagram properties and values. The following filter criteria can be used:
- Element name
- Last modified
- Last author
- Revision comment
- Publishing date
- Publishing state
- Commenting state
- Signavio ID
- Type (diagram, file, folder, or comment)
Click Add & Search to start the filter the search result.
Smart Folders” is an important feature to save your advanced searches. In this way, you can remember, for example, frequently executed queries and later repeat with a simple click.
To save the search query as a smart folder, proceed as follows:
Execute n advanced search as described above.
Click the Save icon to save this query. The Create smart folder dialog opens.
Label the smart folder, optionally add a description.
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.
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¶
You can delete a smart folder like any ordinary folder through the toolbar of the Signavio Explorer.
Deleting a smart folder.
Grouped in categories¶
Search results are sorted into groups according to the objects they were found in. There are three categories:
- found in diagram
- found in diagram elements
- found in comments.
For a better overview, you can collapse some categories using the minus-icon under the category name:
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:
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.
Showing a diagram at its location¶
If you want to find out in which folder the element found is located, follow these steps:
Select the diagram in the search view.
Click Go to parent.
The Explorer directly switches to the folder that contains the diagram.
Returning to the default Explorer view¶
To leave the search and return to the default Explorer view, you can click any of the folders in the folder tree on the left.