Searches and saved searches in the Work dashboard
User rights on saved searches
By default, any user can create a saved search directly from the Dashboards section in the navigation pane or from the Saved Search Editor in the Work page. For example, you might want to save a search that includes specific business data for your tasks, or that shows your high priority tasks. You can search on strings or on filters, or combine both.
Administrators can restrict the rights to create and update saved searches to a user or group of users.
Full-text search
- The quick-filter field
- The quick-filter field is always available.Attention: The asterisk (*) syntax that is described in How to search is not available in the Work dashboard.
After you enter a string and you click Search
, the search starts running and is case-insensitive. The filter that you defined is not added to the saved search even if you click Save. To include the filter in the saved search, add it to the filter criteria by clicking Move to filter criteria, then Save.
- The Filter Criteria pane
- When the Filter Criteria pane is displayed, you can enter search criteria manually in the Search field, as you do in the quick-filter field or you can filter on columns, as explained next in Filtering on columns. You can also combine both.
Full-text search is supported differently depending on whether Process Portal runs in federated environment or not. .
Filtering on columns
By default, the Filter Criteria fields are hidden. To display them, click
the visibility icon , which is shown only if the user has the appropriate permissions. Users who are not
authorized to create saved searches can still use the quick-filter field to run ad-hoc searches.
- All: All tasks that you are authorized to see.
- Available: Available tasks that you can claim. You claim a task to be able to start working on it.
- Claimed: Tasks that you have claimed and can work on.
- Claimed and available: (Default) A combined list of your claimed and available tasks.
- Completed: Tasks that you have already completed.
To refine your search even further, you can use multiple filters in one saved search definition and you can use the Search field for a full-text search, as explained in Full-text search.
More about filters
Some filters have a specific behavior.
- String filters
- The Contains and StartsWith filters are
case-sensitive operators for the
String
type. Enter the exact string that you want to search on. If you need to run a case-insensitive search, use search filter operators for a full-text search. - Date filters
- Dates apply millisecond precision. By default, seconds and milliseconds are set to 0.
On date filters, results are more accurate if you specify an interval by using a combination of Before and After operators.
Sharing searches
- Whether you work in a federated or nonfederated environment, when you duplicate a saved search, the new search is a personal search. The criteria are duplicated but not the search name and sharing status.
- In federated environments, saved searches can be shared with everyone or with teams that are defined by processes deployed on federated systems version 8.6.0, 18.0.0.1, or later.