While you are working with process instances or tasks in the Process Portal dashboards, you can filter the processes or tasks that are shown.
Field name | Availability |
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Assigned Tip: The value of this field can be either true or false.
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At Risk Date |
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Business Process |
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Creation Date |
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Due Date |
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Instance ID |
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Instance Name |
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Process Application |
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Subject |
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Task ID |
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Task |
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Team |
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User Full Name |
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User Name |
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Filter criteria | What should your filter look like? |
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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.
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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.
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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.
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Include numeric data. | To search for a number, for example, 9, enter 9 as the search term. To search for numbers in a range, use the TO operator: filter1 TO filter2 For example, if you are looking for instances in the range from 1 through 9, enter Instance Name [1 TO 9] Remember: Always use uppercase characters
for operators.
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Include a date. | Use a date range. In the search term, enclose
the date range in square brackets: [YYYYMMDD TO YYYYMMDD] 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.
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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.
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