Searches and saved searches in Process Portal

You can use searches to filter the information that is shown on the Work dashboard and all the ready-to-use dashboard pages. In addition, you can save task searches to your Dashboards list.

As an administrator, there are a number of ways in which you can improve the performance of searches and saved searches in non-federated environments. For more information, see Tuning Process Portal searches .

Searches and saved searches in the Work dashboard
In the Process Portal Work dashboard, you can run searches by entering filters to create customized lists of tasks. You can save and share search results.
Process Portal dashboards: Basic searches
While you are working with process instances or tasks in the ready-to-use Process Portal dashboards, you can filter the processes or tasks that are shown. You can include or exclude words, include numbers or dates, use special characters, or combine filters to broaden or narrow down the search.
Process Portal Work dashboard: Searches for specific types and for business data
To further narrow down your searches Process Portal dashboards, you might want to search for specific types of information, such as 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 basic searches.
Comparison of field names for searching and filtering in Process Portal
The field names that you use for searching and filtering in Process Portal differ depending on whether you are on the Work dashboard, on one of the ready-to-use dashboard pages, or using the JavaScript API.

Parent topic: Getting started with Process Portal

Related information:

Administering Process Portal searches and saved searches