Search fields

Search fields allow end users to filter the task list by specific data fields. Each search field can be configured with a data type, match behavior, and field type to control how users interact with the filter.

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Configuring search fields

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the Tasks tab, then the Search fields sub-tab

Search fields configuration

The list shows all configured search fields with their key, path, data type, and field type. Drag the handle on the left of each row to reorder fields.

Creating a search field

1

Click the Create search field button

2

Fill in the search field properties and select a path from the dropdown

Filled search field form

3

Select a data type and field type, then configure additional options based on the data type

4

Click Create to add the search field

Search field properties

Property	Description
Title	Display name for the search field
Key	Unique identifier for the search field
Path	Path to the searchable data value
Data type	The type of data being searched
Match	How search values are matched (text fields only)
Field type	How the search input is presented to users
Dropdown data provider	Source of dropdown options (dropdown field types only)

Data types

Type	Description
Text	Text/string values
Number	Numeric values
Date	Date values (without time)
Date and time	Date values with time component
Time	Time values only
Yes / no	Boolean values

Field types

Type	Description
Single	Single value text input
Range	Two inputs for from/to values
Single select dropdown	Dropdown with single selection
Multi select dropdown	Dropdown allowing multiple selections

Match types (text fields only)

Type	Description
Exact	Value must match exactly
Contains	Value must contain the search term

Dropdown data providers

When using dropdown field types, you can configure where the dropdown options come from:

Provider	Description
Database	Fixed values stored in the database
JSON file	Values loaded from a configuration file on the server

Editing a search field

Click a search field row to open the edit modal. Modify the properties and click Save to apply changes.

Deleting a search field

Click the overflow menu (three dots) on the right side of a search field row and select Delete.

Reordering search fields

Drag the handle on the left side of each row to change the field order. The order in the configuration list matches the order in the end-user search panel.