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Enhanced Searching in ProcessPro

Create a complex search for items within ProcessPro using query structures and filters.

Written by Hylet Pistorius

Click on the magnifying glass icon at the top of the page. This icon appears on all the pages and opens the enhanced search page. The enhanced search page has a filter bar at the top of table and complex filters to the right of the table.

Add a term to search into the filter bar at the top of the table and press ENTER on your keyboard. If you do not press enter, the search will not be conducted. If nothing is entered into the filter bar, nothing will show, even if you have other filters selected.

You can use the filters to the right of the table to refine your search even more. Simply select the filter option from the dropdown or enter in your filters by typing into the selected fields. Once you have entered all your desired filters click on the Apply Filters button. The table will generate results that match the term in the filter bar and the filters entered on the right.

Your search term in the top filter bar and any added filters to the right will be remembered if you leave the page and return to it at a later stage. Use the x beside the search term and the Reset Filters button to clear any remembered items and start again.

Filters that can be used on the right-hand side include: status, type, tags, attachment link type, business continuity, glossary term, note type, group, activity role, stakeholder, author.

The top results that match the term entered into the filter bar and filter section will be returned to the table for you to look through. The matched on column allows users to see what area of each item matches the search term.

The Ranking column shows the relevance score assigned to each search result. The score indicates how closely the result matches the search terms. Results are sorted from the highest score to the lowest, with the most relevant result shown first.

To generate a more complex search in the filter bar, use one or more of the following term modifiers:

Name

Term Modifier

Result

Single character wildcard is a ?

(Cannot be used as the first character of a search)

te?t

test, text, etc

Multiple character wildcard is a *

(Cannot be used as the first character of a search)

test*

te*t

tester, testing, tested, etc.

tent, teapot, teleport, etc

Fuzzy Searches

find terms with similar spelling

roam~

foam, roams, etc

OR

+

two terms are linked and results match either of the terms given

The OR must be capitalised

Plus sign gives the same result as OR

account OR manager

account + manager

account or manager are found in all returned results

AND

matches both terms within the search results

The AND must be capitalised

account AND manager

results include both account and manager within them

NOT

excludes the term after the NOT from the results

Cannot be used with 1 term only. The NOT must be capitalised.

account NOT manager

results exclude manager from the search but return where account is found

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