Search Transactions

Quickly find and access the information you need with advanced search capabilities

The Search Transactions feature allows users to quickly search and filter a list of transactions based on specific criteria. This functionality is ideal for quickly finding specific transactions in a large set, enabling users to pinpoint relevant records with ease.

Users can perform searches using a variety of filters, such as filter by created user , filter by stage etc.

Search Page

• Component 1: Search Field A simple input field where users can quickly find transactions or applications by entering keywords, transaction IDs, or other relevant field values.

• Component 2: Default Filters Two default filters are available to help you find transactions easily:

  • Stage: Filter transactions based on their current workflow stage.

  • Created By: Filter transactions by the user who created them.

• Component 3: Custom Filters This section allows users to create and apply personalized filters based on specific field conditions or keywords. The custom filters feature offers flexibility to narrow down search results using various criteria, and filters can also be saved for future use.

• Component 4: Create Transaction Shortcut Allows you to go to the transaction creation process easily from the search page.

• Component 5: Search Modes Offers the option to switch between two search functionalities:

  • Basic: Search using transaction IDs, stage names or configured field values.

  • IQL: Use advanced filters with specific field conditions and operators for more precise results.

• Component 6: Transaction Record

  • Component 6.1: Transaction ID

  • Component 6.2: Summary details of the transaction

  • Component 6.3: Current state of the transaction