Search

Edit online

Use Search to find an entity by keyword, phrase, or ID. The Search box appears in the top menu.

  1. Type a keyword, phrase, or ID in the Search field, and then press Enter.
  2. Refine your search results as needed:
    • Modify the keyword or phrase for more precise matches (use special syntax when applicable).
    • Apply filters by entity type, state, team, or project.
  3. By default, the Search field returns results from all projects and teams that you belong to.
  4. On the search results page, click the entity ID or Name to open the entity.

You can return to search results from the entity view:

Quick find by ID

To quickly open a specific entity when you know its numeric ID, type the number in the Search field and press Enter. To search for the same numeric value as text, enclose the number in double quotes.

Search syntax

If you do not see what you are searching for, try an extended search syntax. Targetprocess search engine supports the following special characters:

Operation Example Meaning
+ keyword1 + keyword2 AND operation- searches for documents with both words included.
| keyword1 | keyword2 OR operation- searches for documents with at least one of these words included.
"" "Exact phrase" Exact match- Finds all documents with the exact phrase from the search query.
* key* Template search- Finds all words starting with “key”.
~ word~5

To allow approximate matches, you can use the fuzzy search operator (~) after a word.

This indicates a fuzziness level of 5, which is interpreted as a Levenshtein Edit Distance.

Levenshtein Edit Distance is the number of single‑character changes required to transform one string into another. Supported changes include:

  • Character insertion
  • Character deletion
  • Character substitution

A query such as word~5 will match terms that differ from word by up to five single‑character edits.

Advanced Filters for text matching

Some complex text patterns cannot be located using the standard search box. In these cases, it is recommended to use Views instead.

To search using advanced criteria:
  1. Open an existing view from the left navigation menu, or create a new one.
  2. Configure the view by applying Basic Filters or Advanced Filters, including keywords and text patterns filters.
  3. Use the configured view to find the required entities.

For searches based on criteria other than simple keywords, always use Views rather than the Search box for more accurate and flexible results.

Source fields

Global search scans the following fields of Targetprocess entities:

  • Name
  • Description
  • Text and numeric Custom Fields.

Searching by Tags, Timestamps, and Attachments is not supported yet.

Troubleshooting Missing Search Results

An entity will not appear in search results if it is assigned to an inactive portfolio or an inactive team.

Inactive Portfolio

If the entity is assigned to an inactive portfolio:
  • Enable Show items from inactive Portfolios in the sidebar while performing the search.

    enabling show items from inactive portfolios option

Once this option is selected, entities from inactive portfolios will appear in the search results.

Inactive Team

If the entity is assigned to an inactive team, it will not appear in search results, and there is no option to display it directly.

To resolve this, choose one of the following:
  • Unassign the team from the entity, or
  • Reactivate the team assigned to the entity.

After taking one of these actions, the entity will become searchable again.