Process Portal Work page: Search tips
Quickly find a specific task in your list of tasks in the Work page.
In addition, only task-based saved searches are searchable.
Basic searches
What are you looking for? | What should your query look like? |
---|---|
Tasks that contain specific terms. For example, you are trying to find the loan application that you are working on for John Smith. | Enter the terms that describe what you are looking
for. For example, John Smith loan. Although
terms are automatically combined to narrow down the search, you can
also use the AND operator to combine
terms, for example John AND Smith AND loan. Because the search function is not case-sensitive, you can enter
your terms in lowercase, uppercase, or a combination of lowercase
and uppercase. For example
Attention: Search response time depends on the
number of search hits. You can improve the response time by choosing
search terms that are as explicit as possible and combining these
terms with the AND operator.
|
Tasks that contain one term or another. For example, you are looking for all of your approval or rejection tasks. | To separate the terms that you are looking for,
use the OR operator. For example,
to find tasks for either loan approvals or loan rejections, you can
enter approval OR rejection You can combine the OR operator with the AND operator. For example, to find all the approval or rejection tasks that are new, enter (approval OR rejection) AND new Attention: Always
use uppercase characters for operators.
|
Tasks that contain one term but not another term | To include and exclude terms, use the plus (+)
and minus (-) operators together. For example, to find all of your
tasks that contain the term loan but are not home loan tasks, enter +loan -home. Attention: Always start this
type of query with the plus (+) operator. You cannot use the minus
(-) operator without the plus (+) operator.
|
Tasks that contain different variations of a term, for example, reject and rejection | Use a question mark (?) as a substitute for single characters in
terms. For example, to find Meyer or Meier, enter Me?er Use the asterisk (*) as a substitute for one or more characters at the beginning, end, or within a term. For example, to find both reject and rejection, enter reject* |
Tasks that contain a set of terms in an exact order. For example, you are looking for all of your home loan approval tasks. | Put quotation marks around the terms. For example "home loan approval" Attention: You cannot
include wildcard characters, an asterisk (*) or a question mark (?),
within the quotation marks.
|
Tasks that contain terms with nonalphanumeric characters, for example, an at sign (@), or an ampersand (&) | Put quotation marks around the terms. For example "johndoe@mycompany.com", or "Smith&Jones" |
Searching for specific types of information
To narrow down your search, you might want to search for specific types of information, such as the process instance name or terms in the subject line. In this case, you can prefix your search term with the corresponding field name. You can combine field searches with basic searches.
What are you looking for? | Which field should you use? | What terms should you include? | What should your query look like? |
---|---|---|---|
Tasks with a specific subject line | subject: | Any terms from the subject of the task |
|
The tasks that belong to a process instance with a specific name | instancename: | Any terms from the process instance name |
|
The tasks that belong to a process instance with a specific application name | application: | Any terms from the application name |
|
Tasks that are at risk on a specific date, or during a date range | atriskdate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
The tasks that belong to a specific business process definition (BPD) | bpd: | Any terms from the business process definition name |
|
The tasks that were created on a specific date, or during a date range | createdate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
Tasks that are due on a specific date, or during a date range | duedate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
The tasks that belong to a process instance with a specific ID | instanceid: | The numeric ID of the process instance | instanceid:57824 |
Tasks with a specific name | activityname: | Any terms from the task name |
|
A specific task ID | taskid: | The numeric ID of the task | taskid:12345 |
Tasks that are owned by someone with a specific user login name | username: | The user name | username:jsmith |
Tasks that are owned by someone with the specified name | userfullname: | All or part of a user's full name |
|
Tasks assigned to a specific team | teamname: | All or part of the team name | teamname:accounting |
All the tasks that have been claimed by users | isassignedtouser: | One of the following values: true, false. | For example, to find tasks that have not yet been claimed, enter isassignedtouser:false |
What are you looking for? | Which field should you use? | What terms should you include? | What should your query look like? |
---|---|---|---|
The process instances that belong to a process with a specific application name | application: | Any terms from the application name |
|
The process instances that belong to a process with a specific name | instancename: | Any terms from the process instance name |
|
The process instances that belong to a specific business process definition (BPD) | bpd: | Any terms from the business process definition name |
|
Process instances that are at risk on a specific date, or during a date range | instanceatriskdate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
Process instances that were created on a specific date, or during a date range | instancecreatedate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
Process instances that are due on a specific date, or during a date range | instanceduedate: | The date in Coordinated Universal Time (UTC) in
the format: year, month, day, [YYYYMMDD] expressed as a date range.
You can enter just the year [YYYY], or include hours, minutes, and
seconds [YYYYMMDDHHMMSS]. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
Use the TO operator to combine the dates. |
All dates are UTC.
Remember: Always use uppercase characters
for operators.
|
A specific process instance | instanceid: | The numeric ID of the process instance | instanceid:57824 |
Searches for business data
What are you looking for? | What should your query look like? |
---|---|
Terms in business data fields | Include the name of the field in your search. To find the name of a field, in the task area for a task, hover over the label of the field. For example, if the label for the data is Customer Name and the hover help for the label shows customername, enter customername: |
Terms that include any of the following special characters: + - ! ( ) { } [ ] ^ " ~ * ? : \ |
Attention: You cannot include wildcard characters,
an asterisk (*) or a question mark (?), in search queries that contain
special characters.
|
Numeric data in business data fields | To search for a number, for example 9 in the
customer address field, enter customeraddress:9 To search for numbers in a range, use the TO operator. For example, if you are looking for numbers in the range from 1 through 9 in the customer address field, enter customeraddress:[1 TO 9] |
Dates in business data fields | Enter the date in UTC in the format: year, month,
day, (YYYYMMDD) expressed as a date range. Use the TO operator to combine the dates in the
range. Tip: To handle timezone issues, search from the day before to the day
after the date that you are actually interested in.
For example, to find tasks that are associated with orders from 1 February 2012, use 31 January 2012 as the start date and 2 February 2012 as the end date. If the label for the order date field is orderdate, enter orderdate:[20120131 TO 20120202] |
Business data fields that can have the value true or false (Boolean fields) |
|