Searching and filtering in Process Navigator
Overview
The search in Process Navigator will first look for a match in a corresponding name field, then look for terms matching in other fields. For example, a search for the term "Product" will result in a list of content containing "Product", not "Production".
Searches in name fields can also use partial search terms. For example, a name field search for the term "Pro" will result in a list of content containing “Product”, “Procure”, “Process”, etc. This means that if a term is in the description field, but not the name field, it will not be included as a search result.
You can search with only 1 letter (“A"), but the search will only recognize a term as a full word if it has at least two letters ("AI").
Searching for a process or specific content in Process Navigator
In My Overview, start typing the name of the process or content in the Search field.
Apply filters if you know the type, assignee and/or validity date.
Click Show all results.
Select the result you want to look at.
Tip
Turning off My Filters may help if you can’t find what you’re looking for.
Filter types in Process Navigator
Filter types | Description |
|---|---|
Search field filter | Used to narrow down processes or content when using Search. |
My Filters | Automatically applied so you only see processes and content relevant to you in My Overview. TipSelect |
Scope filters | Applied to the process or content in Process Navigator. Scope filters use tags applied in Process Navigator. |
