Heritage Process Portal dashboards: Search tips

While you are working with process instances or tasks in the Processes, Process Performance, or Team Performance dashboards, you can filter the processes or tasks that are shown.

Important: The following information applies to both Heritage Process Portal (deprecated) and Process Portal.

How to search
How to construct filters

Attention: If you are using Heritage Process Portal on a device that uses Apple Safari or you set Contextual or RTL - Right to left as the base text direction in your Heritage Process Portal user preferences, searching and filtering in dashboard pages work the same as they do in the Work page. For more information about searching in the Work page, see Heritage Process Portal Work page: Search tips.

How to search

On dashboard pages, a filter can consist of a field, such as Task ID or Instance ID, and a term, or just an individual free-text search term. As you type your filter, a list of the available fields is shown. Choose a field, or press Esc to continue typing your search term. Searches can include several filters.

To see a list of all the available fields that you can use in filters, enter an asterisk (*) as the search filter.
End your filter by pressing the Spacebar key twice, or by pressing the Right Arrow key.
Apply your filters to the dashboard page by pressing Enter.
Clear the filters by clicking the X icon at the end of the search filter.

How to construct filters

To make your searches more effective, consider the following suggestions for constructing filters.

Table 1. Hints and tips for search filters
Filter criteria	What should your filter look like?
Include an exact phrase.	Put quotation marks around the words in the search term: "`term`" For example, to find instances of home loan approvals, enter Instance Name `"home loan approval"`
Include variations of a term.	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`
Narrow the search by combining filters.	Filters are automatically combined to narrow your search: `filter1` `filter2`. However, you can also use the AND or plus (+) operators to combine filters: `filter1` AND `filter2`, or +`filter1` +`filter2`. Restriction: If your filter contains a field, you can include only one search term in the filter. For example, to show tasks that mention both debit and credit in the subject line, you can enter the filters in one of the following ways: Subject `debit Space Space` Subject `credit` Subject `debit Space Space AND Space Space` Subject `credit` `+ Space Space` Subject `debit Space Space` `+ Space Space` Subject `credit` Remember: Always use uppercase characters for operators.
Broaden the search.	To combine filters, use the OR operator: `filter1` OR `filter2` For example, to show items that contain debit, credit, or both using free-text search terms, enter Subject `debit Space Space OR Space Space` Subject `credit` In a filter that contains a field name, use commas between the search terms in the filter. For example, to show tasks for several different users, enter User Name `Fred, Jim, Tim` Remember: Always use uppercase characters for operators.
Exclude words from the search.	To exclude words from your search, use the NOT operator: `filter1`. NOT `filter2` Alternatively, you can use the minus (-) operator: `filter1` -`filter2`. Restriction: If your filter contains a field, you can include only one search term in the filter. For example, to show loan-related tasks that are not car loans, you can enter the filters in one of the following ways: Subject `loan Space Space NOT Space Space` Subject `car` Subject `loan Space Space - Space Space` Subject `car` Remember: Always use uppercase characters for operators.
Include numeric data.	To search for a number, for example, 9, enter `9` as the search term. In numeric fields, to search for a range of numbers, use the TO operator: `filter1` TO `filter2`. For example, if you are looking for loan numbers in the range from 1 through 9 and your environment includes a numeric Loan Number field, enter Loan Number `[1 TO 9]` Searches for numeric data in text-based fields are always text based. Terms are identified based on whitespace and common punctuation. For example, if you enter Instance Name `[1 TO 9]`, the search returns instances that have terms starting with the characters 1 through 9. Instance names, such as "Order 5", "Order 524563", "Order:5", "Order:524563" are returned because the first character of the term is between 1 and 9. However, instance names, such as "Order5" and "Order524563" are not returned because there is no whitespace or punctuation before the number. Remember: Always use uppercase characters for operators.
Include a date.	Use a date range enclosed in square brackets. Enter the date in Coordinated Universal Time (UTC) in the format: year, month, day: [YYYYMMDD TO YYYYMMDD]. 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 interested in. For example, to find tasks that are associated with orders that are due from 1 February 2012, use 31 January 2012 as the start date and 2 February 2012 as the end date in your filter: Due Date `[20120131 TO 20120202]` Remember: Always use uppercase characters for operators.
Include any of the following special characters: `+ - ! ( ) { } [ ] ^ " ~ * ? : \`	Attention: Use special characters only to influence the outcome of a search, such as the asterisk (*) or question mark (?) for character substitution, do not use them as part of the search term. If your term contains a special character, substitute a space for the character. For example, if the customer name is MyCompany! and the field label is customername, enter `customername:"MyCompany "`
Combine several filters that contain field names with a free-text search term.	Put parentheses around the search filters that contain the field names. Tip: The opening parenthesis is treated like a full-text search term. After the parenthesis symbol, press the Spacebar key twice, and then type your first field name. For example, to show tasks from the Loans process application that belong to Fred and mention car loan, enter `(Space Space` User Name `Fred Space Space` Process Application `Loans Space Space) AND Space Space "car loan"` Remember: Always use uppercase characters for operators.