Process Portal Work dashboard: Searches for specific types and for business data

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To further narrow down your searches Process Portal dashboards, 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.
Attention: Quick-filter colon syntax (:) searches, as described in this topic, are not supported in Process Portal that is configured for a federated environment.

Searching for specific types of information

You can use the following task and process instance fields in your searches.
Table 1. Searches for specific task-related information
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 name activityname: Any terms from the task name
  • If you know the exact name, enter activityname:"Submit requisition"
  • If you know only parts of the name, enter activityname:Requisition
The tasks that belong to a process instance with a specific application name application: Any terms from the application name
  • If you know the exact name, enter application:"Standard Hiring Package"
  • If you know only parts of the name, enter application:Hiring application:Standard
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.
  • For a specific date, for example 15 June 2013, enter atriskdate:[20130614 TO 20130616]
  • For a range of dates, for example 15 - 30 June 2013, enter atrisk:[20130614 TO 20130701]
Remember: Always use uppercase characters for operators.
The tasks that belong to a specific process bpd: Any terms from the process name
  • If you know the exact name of the process, enter bpd:"hiring process"
  • If you know only parts of the name, enter bpd:hiring
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.
  • For a specific date, for example 15 June 2013, enter createdate:[20130614 TO 20130616]
  • For a range of dates, for example 15 - 30 June 2013, enter createdate:[20130614 TO 20130701]
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.
  • For a specific date, for example 15 June 2013, enter duedate:[20130614 TO 20130616]
  • For a range of dates, for example 15 - 30 June 2013, enter duedate:[20130614 TO 20130701]
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
The tasks that belong to a process instance with a specific name instancename: Any terms from the process instance name
  • If you know the exact name, enter instancename:"Check Loan Application - 10247"
  • If you know only parts of the name, enter instancename:Loan instancename:Application
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
All that are associated with the specified priority value priority: One of the following values: highest, high, normal, low, and lowest For example, to find the tasks with the highest priority, enter priority:highest.
Note: To find medium-priority tasks, use the normal priority value in your free-text searches.
Tasks with a specific subject line subject: Any terms from the subject of the task
  • If you are looking for a specific invoice in the subject line, enter subject:Invoice subject:49723
  • If you know a phrase from the subject line, enter subject:"Initiate Credit Check"
A specific task ID taskid: The numeric ID of the task taskid:12345
Tasks assigned to a specific team teamname: All or part of the team name teamname:accounting
Tasks that are owned by someone with the specified name userfullname: All or part of a user's full name
  • If you know the user's full name, enter userfullname:"john smith"
  • If you know only part of the name, enter userfullname:john userfullname:smith
Tasks that are owned by someone with a specific user login name username: The user name username:jsmith

Searches for business data

You can search for tasks that include data in fields that are specific to your business, for example customer name, customer address, or order date.
Attention: Business data fields are searchable only if the corresponding business data was made available to be searched when the process was designed. For more information, see Making business data available in searches and views.
You can use the following syntax for searches on business data.
Table 2. Syntax for searches on 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: + - && || ! ( ) { } [ ] ˆ " ˜ * ? : \
  • Because special characters are not indexed, you can substitute the character in your search with a space. As special characters are removed during the search, do not expect search results for these characters.
  • If you include a special character in your search, include a backslash (\) before the character. For example, if the customer name is MyCompany! and the field label is customername, enter customername:"MyCompany\!"
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)
  • Enter the value of the field in lowercase, for example, iscustomer:true
  • If the value of a field can be either true or false, put the values in parentheses or repeat the field name. Enter, for example iscustomer:(true OR false), or iscustomer:true OR iscustomer:false