Portfolio visibility · Autessa IDF Manager
Search, filters and sorting
Autessa IDF Manager’s Patent Ideas list searches every invention disclosure across titles, descriptions, reference codes, the disclosure sections, the author, inventors, collaborators and tags. Filter by pipeline stage with live counts, sort the list, and press "/" anywhere to jump to search.
- Press / anywhere to jump to search
- Stage filter with live counts
- Sort the list your way
The problem
"Didn’t someone already disclose this?"
Duplicate disclosures waste reviewer time, and related ideas filed separately can weaken a patent strategy. Finding every disclosure by an inventor, about a technology or mentioning a term needs to be instant.
What you get
- One search box covers title, description, reference code, problem statement, summary, what is novel, author, inventors, collaborators and tags.
- A stage filter that shows how many disclosures are in each stage.
- Sort by recently updated, recently created, title A to Z, and pipeline stage.
- Press "/" anywhere on the list to jump to the search box.
- The stage filter is part of the address, so dashboard links and the back button work.
- 25 disclosures per page, with the title, description, status, reference code, author and last update on each row.
- Click a row anywhere, or press Enter on it, to open it; edit straight from the row if you may.
How it works
How does search, filters and sorting work in Autessa IDF Manager?
Open Patent Ideas
The list shows every disclosure, most recently updated first.
Search
Press "/" and type an inventor, a tag, a reference code or any term.
Filter and sort
Pick a stage to narrow it down and choose a sort order.
Open or edit
Click a row to open it, or use the edit button on rows you are allowed to edit.
Every option
List options
| Option | What it does |
|---|---|
| Search | Matches across text, people and tags, ignoring case. |
| Stage filter | All statuses, or any single stage, each with a count. |
| Sort | Recently updated, Recently created, Title (A to Z), Pipeline stage. |
| Page size | 25 per page. |
| Columns | Title and description, Status, Reference, Author, Updated, and actions. |
| Shortcut | "/" focuses search. |
Permissions
Who can do what?
Admin, Reviewer, Contributor and Viewer. Anyone not given a role is a Viewer.
| Role | Can |
|---|---|
| Everyone | Search, filter, sort and open disclosures. |
| Contributor | Edit their own disclosures from the list. |
| Admin | Edit any disclosure from the list. |
FAQ
Questions about search, filters and sorting
Can I search invention disclosures by inventor?
Yes. Search matches inventors, collaborators and the author, as well as titles, reference codes, tags and the disclosure text.
What does search cover?
Every disclosure’s own fields, people and tags.
Can I link to a filtered list?
Yes. The stage filter is part of the address, which is how the dashboard’s pipeline chart opens a filtered list.
Start your invention program
Try search, filters and sorting in Autessa IDF Manager
Autessa IDF Manager searches every invention disclosure across titles, reference codes, sections, inventors, collaborators and tags, with a stage filter that shows live counts and a "/" shortcut to search.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
Make Autessa IDF Manager fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours