Search tips for Process Portal

To help you to quickly find a specific task in the list of tasks in the My Tasks tab or the Saved Searches tab, you can search for tasks in these lists.

Note: Admin users in Process Portal cannot utilize the search box to filter saved search results. Searches that span all users is not supported; an error will result if this is attempted.

Simple searches

The easiest way to search for a task is to enter terms in the search box that describe what you are looking for. The following table summarizes considerations to help you make your searches more effective.
Table 1. Simple searches
What are you looking for? What should your query look like?
Tasks that contain specific terms. For example, you are trying to find the loan application you are working on for John Smith. Enter the terms that describe what you are looking for. For example, John Smith loan. Although terms are automatically combined to narrow down the search, you can also use the AND operator to combine the terms, for example, John AND Smith AND loan.
Search is not case sensitive so you can enter your terms in lowercase, uppercase, or a combination of lowercase and uppercase. For example:
  • If you enter john smith loan, the search returns the same results as entering John Smith loan, or JOHN SMITH LOAN.
  • If you enter Müller, the search returns the same results as entering MÜLLER. However, the search will not return results containing Muller or Mueller.
Attention: Search response time is dependent on the number of search hits. You can improve the response time by choosing search terms that are as explicit as possible, and combining these terms with the AND operator.
Tasks that contain one term or another. For example, you are looking for all of your tasks that are either approval or rejection tasks. Use the OR operator to separate the terms you are looking for. For example, to find tasks for either loan approvals or loan rejections, you can enter: approval OR rejection

You can combine the OR operator with the AND operator. For example, to find all the approval or rejection tasks that are new, enter: (approval OR rejection) AND new

Attention: Always use uppercase characters for operators.
Tasks that contain one term but not another term. Use the plus (+) and minus (-) operators to include and exclude terms. For example, to find all of your tasks that contain the term loan but are not home loan tasks, enter +loan -home.
Tasks that contain different variations of a term, for example, reject and rejection. Use the asterisk (*) as a substitute for one or more characters at the beginning or end of a term, or within a term. For example, to find both reject and rejection, enter: reject*

Use a question mark (?) as a substitute for single characters. For example, to find Meyer or Meier, enter: Me?er

Tasks that contain a set of terms in an exact order. For example, you are looking for all of your home loan approval tasks. Put quotation marks around the terms. For example, "home loan approval"
Attention: You cannot include wildcard characters, asterisk (*) or question mark (?), within the quotation marks.
Tasks that contain terms with nonalphanumeric characters, for example, an at sign (@), or an ampersand (&). Put quotation marks around the terms. For example, "johndoe@mycompany.com", or "Smith&Jones"

Searches for specific types of information

To narrow down your search, you might want to search for 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 simple searches.

The following table summarizes the fields that you can search on.
Table 2. Searches for specific types of 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 subject line. subject: Any terms from the subject of the task. For example:
  • 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"
All the tasks belonging to a process instance with a specific name. instancename: Any terms from the process instance name. For example:
  • 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

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 only searchable if the corresponding business data was made available when the saved search was created. Some saved searches do not include a search box.
The following table summarizes the syntax for searches on business data.
Table 3. 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: + - ! ( ) { } [ ] ^ " ~ * ? : \
  • Because special characters are not indexed, you can substitute the character in your search with a space.
  • If you include the 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 Enter a number range. Use the TO operator to combine numbers in the range.

For example, if you are looking for number in the range from 1 through 9 in the customer address field, enter: customeraddress:[1 TO 9]

If you are looking for the number 9 only, enter: customeraddress:[9 TO 9]

Dates in business data fields Enter the date in Coordinated Universal Time (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 any timezone issues, search from the day before to the day after the date you are actually interested in.

For example, to find tasks that are associated with orders from 1 February 2012. In your search, 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]