1. User Profile

You can manage your profile by accessing the user profile. Click on your btn:[user name] in the top right corner of the screen and select btn:[User Profile].

1.1. Change your email address

edoras one sends email notifications depending on your settings. to change your email address simply type the new address in the field Email address and save your changes by clicking btn:[save] at the bottom of the profile

1.2. Change your language

edoras one currently supports english, spanish, german, french and italian as plattform languages. To change the language just select the desired language from the language dropdown and save your changes by clicking btn:[save] at the bottom of the page.

Note

Changing the language needs a page refresh after the save to become effective. Not every App has to be maintained in all languages. If your language is not maintained in a particular App, it defaults to the primary language defined by the issuer of the App.

1.3. Change your password

To change your password simply enter the new password in the password field (There are currently no restrictions about password strength). Then re-enter the password in the repeat password field and save your changes by clicking btn:[save] at the bottom of the page.

2. Avatar

edoras one uses the Gravatar online Avatar Service to load your avatar from the internet. If you don’t use gravatar yet and want to have a custom avatar in edoras one, sign up to Gravatar with the email address specified in your user profile by clicking on btn:[Create your own Gravatar] on their website.

3. The User Dashboard

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4. The Admin Dashboard

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5. The User Dashboard

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6. The User Dashboard

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7.1. Basic searching

To search for work items in edoras one, use the search functionality provided by the edoras one toolbar.

Clicking on the triangle to the right of the search field opens a pull-down dialog where a number of common search settings can be selected. As these options are changed, the results of the search are shown in the list view:

Search dialog

Typing a plain text value into the search text field will also restrict the search results to work items that contain the given text, either in the name, in the description, or in a string attribute value.

7.2. More complex searching

In addition to plain text search, the search text field supports a query language that allows more complex queries to be created.

7.2.1. Search terms

A query consists of a list of search terms separated by whitespace:

<term1> <term2> <term3> …

In the simplest case, a term can be a single word which performs a text search for work items that contain the given word. This is the basis for the search mechanism described in <basic-search>.

When searching, the search results from each term are combined with and, so each additional term restricts the search results more tightly.

To include whitespace in a search term, surround the search text with quotes (i.e. +multiple word search).

More complex terms follow the pattern:

<termKey>:<operator>,<operator>,…

where the term key defines the type of search to be performed, and the list of operators defines the values to be matched.

The values matched by the operators are combined with or, so each additional operator extends the list of search results.

Operators may also consist either of a single value (e.g. 123) or be a operator key / value pair, also separated by a : (e.g. gt:123).

As an example, the search term priority:1,3,gt:5 will return all work items that have a priority of 1, 3 or any value greater than 5.

The following search term keys are currently supported by edoras one:

Table 1. Supported term keys
Term key Operator type Searches by

app

Model operator

user work items based on models from matching apps

assignee

User operator

assigned user

created

Date operator

creation date

dashboard

Dashboard operator

work item type (using dashboard shortcuts)

descendantsOf

ID

hierarchy

description

String operator

work item description

desc

String operator

work item description (alias for description)

for

User operator

assigned user (alias for assignee)

model

Model operator

user work items based on matching models

name

String operator

work item name

owner

User operator

owner

parent

ID

hierarchy (alias for descendantsOf)

priority

Number operator

priority

state

State operator

state

text

String operator

textual content (the default search term key)

type

Type operator

work item type

updated

Date operator

last modified date

<variable name>

all

variable value

7.3. Sort terms

In addition to the search terms described above, a sort term may also be specified which allows the order of the search results to be specified. A sort term begins with sort:, is followed by an optional asc: (ascending, the default) or desc: (descending), and then the attribute to sort by. The following sort attributes are supported:

Table 2. Sort term values
Sort attribute Description

creation

creation date

modification

last modified date

name

work item name

priority

priority

type

work item type

Examples
sort:desc:name
sort:creation

7.4. User operator

A user operator accepts the following values:

Table 3. User operator values
Value Matches

<ID>

the specific user ID (work object ID)

all

any assigned user

me

the current user

unassigned

unassigned work items (a value alias for the empty operator key)

The following operator keys are also supported:

Table 4. User operator keys
Value Matches

empty:

unassigned work items

Examples
owner:empty:
owner:all
owner:me

7.5. Date operator

The following date operator keys are supported:

Table 5. Date operator keys
Key Value Matches

eq:

yyyy-MM-dd

values equal to the given value (default)

gt:

yyyy-MM-dd

values greater than the given value

gte:

yyyy-MM-dd

values greater than or equal to the given value

lt:

yyyy-MM-dd

values less than the given value

lte:

yyyy-MM-dd

values less than or equal to the given value

range:

yyyy-MM-dd..yyyy-MM-dd

values in the given range (inclusive)

Note
Date values are currently interpreted as UTC values, so a date-based search may contain unexpected results when viewed from a particular user’s local timezone.
Examples
created:2014-02-14
created:lt:2014-02-14
updated:range:2012-01-01..2012-12-31

7.6. Number operator

The following number operator keys are supported:

Table 6. Number operator keys
Key Value Matches

eq:

<number>

values equal to the given value (default)

gt:

<number>

values greater than the given value

gte:

<number>

values greater than or equal to the given value

lt:

<number>

values less than the given value

lte:

<number>

values less than or equal to the given value

range:

<number>..<number>

values in the given range (inclusive)

Examples
priority:1,2
priority:gt:5

7.7. State operator

No special state operators are supported, only the following state values:

Table 7. State operator values
Value Matches

all

all states (no restriction)

open

open work items (active, pending, pending inactive)

active

active work items

inactive

inactive work items

pending

pending work items

pending inactive

pending inactive work items (quotes are required)

completed

completed work items

archived

archived work items

Examples
state:open
state:archived,completed

7.8. Type operator

No special type operators are supported, only the following type values:

Table 8. Type operator values
Value Matches

CAS

cases

DOC

documents

TSK

tasks

QUERY

queries

APP

apps

CASE_MODEL

case models

DOCUMENT_MODEL

document models

FORM_MODEL

form models

MAIL_MODEL

mail models

PROCESS_MODEL

process models

TASK_MODEL

task models

ACC

accounts

GRP

groups

USR

users

Examples
type:TSK,DOC

7.9. Dashboard operator

No special dashboard operators are supported, only the following dashboard values:

Table 9. Dashboard operator values
Value Matches

admin

accounts, groups & users

modeler

apps & models

user

cases, task, documents & queries

Dashboard terms are just a shortcut for a type term with the corresponding type list.

Examples
dashboard:user

7.10. String operator

The following string operator keys are supported:

Table 10. String operator keys
Key Value Matches

<none>

<string>

values that contain the given sub-string (default)

empty:

<string>

values that are not set

Examples
name:example
description:empty:

7.11. Model operator

No special model operators are supported. The operator value is used to perform a name search on apps or models (depending on the term). For the app term, all models from the matching apps will be selected, for the model term only the matching models will be selected.

The search results will consist of all work items that were created from one of the matched models.

Examples
app:vacation
model:'Vacation Request Case'

8. Glossary

app

an app is a container for a collection of models that define a specific workflow.

dashboard

a page in the edoras one application where work objects can be found, displayed and manipulated. Each dashboard manages related work object types that play a given role within the system.

model

a description of a workflow component which can be deployed together with other models to create a executable workflow in edoras one

process

a process is a workflow definition, described using a BPMN 2.0 model and executed within edoras one. It typically defines the automated and manual tasks that must be performed to complete the workflow.

search operator

part of a search term. A search term can contain multiple operators, separated by commas. The result set for the term contains work items that match any of the operators.

search term

part of a search query. The result set for the query contains work items that match all of the separate terms.

task

a task is a single action within a workflow, and may be either automated (a service task) or manual (a user task).

work object / work item

an item that can be created or manipulated in edoras one. Different types of work item are supported. The work object types are typically grouped according to their role within the system and accessed through dashboards.