and select a saved search. The SQL Where Clause search is only available for users who are members of the SYSADMIN group. It allows you to create more complex selection criteria by creating your own SQL Where Clause. PM Compass then uses that SQL Where Clause to query the database and find records that meet your selection criteria. You can edit and save the information as a Global search for other users.
For more information on search types and options, see Search Overview.
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 (an SQL Where statement) to gather the data from the database.
For more information and examples, see Specifying Criteria vs. Specific Records (Values).
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.
SQL Where Clause (only available for users who are members of the SYSADMIN group) — Use this view to create more complex selection criteria by creating your own SQL Where Clause.
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.
Enter or modify an SQL statement that you want to use for a search. If you enter a wrong syntax, an error message displays.
Select this check box to display the SQL Where Clause used in the search and any error messages on another box below the Where Clause box.
If you do not select this check box, the box below the Where Clause box is initially empty. Clicking Search displays the search results in a grid, replacing the empty box.
This grid displays the search results after you define your filter criteria and then click Search. The column headings of this grid vary depending on the selected field from the Search By drop-down list of the Standard display type.
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.
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 Workflow 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 records in categories such as Change Management where each change request has many children. There is no + sign next to the parent 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 system includes children as separate workflows (not in a hierarchy with parents) in your search.
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.
This option is only enabled when Show Hierarchy is not selected.
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.
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.
Perform an SQL Where Clause search
beside the