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Filter and search for a request

  • Updated: 12/10/2020
    • Automation 360 v.x
    • Build
    • AARI
    • Process flow

Filter and search for a request

When an AARI user has created many requests, they can quickly search for a specific request.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface User role for the AARI user.
  • Assigned the AARI user license.
  • Have access to AARI on the web.

Procedure

Follow these steps to quickly search or filter your requests:

  1. Log in to the web interface as an AARI user.
    You are now in your home page, where you can view your requests.
  2. Navigate to the Requests tab (set by default) and choose from these options:
    OptionSteps
    Sort
    1. Click on a column.

      You can choose from: Status, Request ID, Process, Request title, Created , Updated or Tag.

      The column is sorted to ascending order by default.

    2. Optional: Click the same column again.

      The column is now sorted to descending order by default.

    3. View your sorted requests.
    Search
    1. Click Search title.
    2. Search a request title.

      The search bar dynamically searches for common keywords.

    3. Optional: Click x to clear keywords.
    4. View the searched requests.
    Filter
    1. Click Filter.
    2. In the dedicated filter window that appears, configure your content from these filters:
      1. Select a status in the Status option.

        You can choose from Open, Closed, Failed, and Cancelled.

      2. Select a date in the Created option.

        You can select the current date or specify any dates in the From and To fields.

      3. Select a date in the Updated option.

        You can select the current date or specify any dates in the From and To fields.

      4. Enter an ID in the Request ID field.
      5. Enter a process name in the Process field.
      6. Enter a tag name in the Tags field.
        Note: When you confirm your search criteria for the Request ID, Process, and Tags fields, you create a custom filter tag.
      7. Optional: Enter the query in the Data Privacy tag field.
        Note: This option is available only for the AARI admin. The admin can update the field and manage any information about data privacy.
    3. Optional: Click x to discard any custom filter tags.
    4. Optional: Click Reset to discard all changes.
    5. Click Apply.
    6. View your filtered requests.
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