Heritage Process Portal Process Instances page: Search tips
By default, the Process Instances page displays lists of the active and completed process instances. You can enter search filters to reduce the number of instances in the list.
Authorization
- Be a member of the instance owner team
- Own a task in the instance, be a member of the team who can claim tasks that belong to the instance, or be the manager of this team
- Be a member of the team that is assigned to the Expose Performance Metrics setting for the business process definition
How to search
- 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
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:
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:
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.
|