If the fields in the filter panel are not visible, then click
to expand the panel.
A combination of values specified in the fields in the Search Tasks pane help you to filter a task.
Perform the following steps to search for a task using the Search Tasks pane:
1. You can search for a task using one or more of the following options.
a. To search for a specific application, select an application from the Application drop-down list.
If the selected application has multiple versions, then you can select a version from the Version drop-down list.
b. To view task lists based on a certain workstep, select a workstep from the Workstep drop-down list.
The Worksteps field is enabled only when a specific application and its version is specified.
c. To search for a task based on its status, select a task status from the Status drop-down list.
d. To search for tasks assigned to certain performers, select a performer from the Performer drop-down list.
If you have selected User or Creator as a performer, in the text field beside the Performer Type, then type the name of the user or creator.
If you have selected a Queue as a performer, then select a queue from the list beside the Performer Type.
The Queue field is enabled only when the the status specified in the Status field is Available and Delegated Available.
e. To search for tasks based on a start date,
Select Range field from the Start Date drop-down list to specify a range of days in which tasks are started.
Select Date field from the Start Date drop-down list. Specify a date using the date picket icon and search. It will search and lists the tasks which are on and after the specified date and time.
f. To search for tasks based on a due date,
Select Range field from the Due Date list to specify a range of days in which the tasks are due.
The Due Date field changes to the End Date field if the task status specified is completed.
Select Date field from the Due Date drop-down list. Specify a date using the date picker icon and search. It will search and lists the tasks which are due on and before the specified date and time.
g. You can also set other filters from the Filter drop-down list beside Search.
Select Global Filters, to search for tasks using OutofBox filters and filters defined by the administrator.
Select My Filters, to search for tasks using the filter definitions created by you.
h. Select a priority from the Priority drop-down list to search for a task based on its priority.
i. Select a presentation type from the Presentation drop-down list to search for a task by presentation type(s). The available presentation types are Portal, Mobile, GUI, Tablet, Other and Rollbase.
Only the tasks with presentation type as Portal can be managed (such as complete, save, or reassign) from Business Process Portal.
2. Click Search.
A list of tasks based on the search is displayed in the Task List page.
to expand the panel.
If you have selected User or Creator as a performer, in the text field beside the Performer Type, then type the name of the user or creator.