Search for processes and tasks

You can search for process instances and associated tasks based on process names or by using search templates set by the Workspace administrator.

You can set which columns appear in the search results. However, if the search template has a defined layout for the search results, it overrides your user preferences for column headings.

You can sort the search results by clicking the column headers.

After you find a process instance, you can select it to view its associated task details.

Note: Search results do not include tasks that appeared in a group or shared list that you have access to unless you actually participated in the tasks. The results do not include completed process instances that the administrator purged. The results may not include tasks that have been removed from the search results by the person who completed the task.

    Search by process name

    1. On the Tracking page, in the left pane, select a process name. All the instances of that process that you initiated or completed a task for are displayed in the main pane.

    2. To change the date range of the processes displayed, specify the Start Date and End Date.

    3. Click a process instance to view more information about it.

    Search for a task using a search template

    1. On the Tracking page, in the list on the left, select SearchTemplates and select a search template.

    2. To narrow the search parameters, fill the template fields and then click Search. Displays a list of all tasks that you participated in, which match the search criteria.

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