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.
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 quickly find what you’re looking for, 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 phrase “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.
The advanced search allows you to pinpoint your search query to include specific attributes in addition to search terms.
In the Explorer, these attributes 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 if you’re not interested in a specific attribute.
Type in the search term and click Search. The search results are displayed.
If necessary, you can add additional search criteria, which will 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 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:
Execute an advanced search as described above. The Create smart folder dialog opens.
Label the smart folder (you can also add a description, but this is optional).
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¶
Deleting a smart folder works the same way as deleting a normal folder.
Deleting a smart folder
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
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¶
To go to the folder in which a search result item is located, select the item and click Go to parent:
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.