Searching in Process Portal dashboards

This is the transcript for the Searching in Process Portal dashboards video.

Table 1. Introduction
Scene Audio Onscreen Action
1 Welcome to "Searching in the Process Portal dashboards in IBM® Business Process Manager". The welcome screen shows the title of the video, "Using the Process Portal dashboards search functions in IBM® Business Process Manager".
2

You can control the processes or tasks that are shown in your Process Portal dashboards by applying search filters.

In this video, you will learn how to perform the following tasks:
  • Search using predefined and application-specific fields to filter results.
  • Perform text-based searches by using exact phrases, wildcards, and character substitutions.
  • Combine search filters to narrow or broaden your search.
  • Apply range-based filters to search for a range of dates or numbers.

The following onscreen text is displayed:

In this video, you will learn how to perform the following tasks:
  • Search using predefined and application-specific fields to filter results.
  • Perform text-based searches by using exact phrases, wildcards, and character substitutions.
  • Combine search filters to narrow or broaden your search.
  • Apply range-based filters to search for a range of dates or numbers.
Table 2. Tips for filtering and searching in Process Portal team performance dashboards
Scene Audio On-Screen Action
3

In this video, we are logged in to Process Portal as the general manager from the Hiring Sample process.

In the Team Perfromance dashboard, you can search for data and fields that have been exposed for searching in your dashboard results or you can restrict your search term to a particular field, such as Task ID or Instance Name.

For a list of these fields that you can search for, type an asterisk.

Some of these fields, such as Creation Date, are predefined; although other fields, such as Department, are specific to the business data fields in your application.

The Team Performance dashboard is shown with the Team Tasks displayed. A list of open tasks are shown.

The character * appears showing the list of available fields.

The cursor clicks the X to clear the Search field.

4

Now, we will begin searching. When you type in the search editor, a list of available fields are shown that contain the characters that you entered.

Select the field and then type in the term or value that you are searching for.

To complete your search filter and exit the Search field, press the spacebar twice or press the Right Arrow key.

Apply your search filter by pressing Enter, or clear the filters by clicking X.

The character d appears. A list of available fields are displayed.

The user selects the Department field and types Sales. The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filters. The results are shown.

The cursor clicks the X to clear the Search field.

5

Here are some search tips. When creating search filters, you can include variations of a term.

To search for an exact phrase, enclose your phrase in quotation marks.

You can use a question mark to substitute for single characters in the string.

In this example, we are searching for a hiring manager but are unsure of how to spell his name.

You can also use an asterisk to substitute for one or more characters at the beginning, end, or within a term.

In this example, we are using an asterisk to find hiring managers that begin with "Ch".

The user types "contract". The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filter. The results are shown.

The cursor clicks the X to clear the Search field.

The user types mi?ler. The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filter. The results are shown.

The cursor clicks the X to clear the Search field.

The character h is entered and the Hiring Managers field name is shown and selected. The text ch* is entered. The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filter. Tasks for both Wayne Chan and Bill Chan are displayed.

The cursor clicks the X to clear the Search field.

6

If you want to narrow or broaden your search, you can combine filters.

You can refine the search results in three ways: By listing multiple search filters, by combining search filters using the AND operator, or by using the plus symbol before each term.

In this example, we are searching for job requisitions for the Sales department in Detroit.

The character l is entered and the Location field name is shown and selected. The text detroit is entered. The cursor moves out of the search field as the space bar is pressed twice.

The operator AND is entered and the cursor moves out of the search field as the space bar is pressed twice.

The character d is entered and the Department field name is shown and selected. The text sales is entered. The cursor moves out of the search field as the space bar is pressed twice. The results are shown.

The cursor clicks the X to clear the Search field.

7

To broaden the search, use the OR operator or separate your search terms with commas.

In this example, we are searching for job requisitions for the locations "Boston OR Detroit".

Remember that when you use the AND, OR, TO, or NOT operators, you must enter them as uppercase.

The character l is entered and the Location field name is displayed and selected. The term boston is entered. The cursor moves out of the search field as the space bar is pressed twice.

The operator OR is entered. The cursor moves out of the search field as the space bar is pressed twice.

The character l is entered and the Location field name is displayed and selected. The term detroit is entered. The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filter. The results are shown.

The cursor clicks the X to clear the Search field.

8

If you want to exclude results that match your filter, you can use the NOT operator or the minus symbol before the term that you want excluded.

In this example, we are searching for job requisitions that have Boston as the location not Detroit.

The character l is entered and the Location field name is displayed and selected.

The term boston is entered and the cursor moves out of the search field as the space bar is pressed twice.

The operator NOT is entered and the cursor moves out of the search field as the space bar is pressed twice.

The character l is entered and the Location field name is displayed and selected. The term detroit is entered. The cursor moves out of the search field as the space bar is pressed twice and then Enter is pressed, applying the filter. The results are shown.

The cursor clicks the X to clear the Search field.

9

You can also perform searches for numbers and dates, as well as text strings.

To search for a specific number, enter the number. To search for numbers in a range, enclose the range in square brackets and use the TO operator.

In this example, we are searching for Instance IDs 180 to 181.

The character i is entered and the Instance ID field name is displayed and selected.

The term [180 TO 181] is entered and the results are shown.

The cursor clicks the X to clear the Search field.

10

If you want to enter a date, you need to use a date range. To search for a range of dates, use the format four-digit year, two-digit month, two-digit day, in that order. To search for dates in a range, enclose the range in square brackets and use the TO operator.

In this example, we are searching for job requisition due dates.

The character d is entered and the Due Date field name is displayed and selected.

The term[20130801 TO 20130815] is entered and the results are shown.

The cursor clicks the X to clear the Search field.

Table 3. Conclusion
Scene Audio Onscreen actions
11
In this video, you learned how to perform the following tasks:
  • Search using predefined and application-specific fields to filter results.
  • Perform text-based searches by using exact phrases, wildcards, and character substitutions.
  • Combine search filters to narrow or broaden your search.
  • Apply range-based filters to search for a range of dates or numbers.

The following onscreen text is displayed.

In this video, you learned how to:
  • Search using predefined and application-specific fields to filter results.
  • Perform text-based searches by using exact phrases, wildcards, and character substitutions.
  • Combine search filters to narrow or broaden your search.
  • Apply range-based filters to search for a range of dates or numbers.
12 For more information about IBM® Business Process Manager, browse our other YouTube videos or visit these other official resources.

The following text is displayed:

For more information about IBM® Business Process Manager, browse our other YouTube videos or visit these other official resources: