Global Natural Language Search

Search ProcessMaker Platform data quickly by entering natural language phrases or questions pertaining to that information.

Overview

Global Natural Language Search gives you quick access to search Request, Task, and Collection data. From any page within ProcessMaker Platform, and using English and most non-English languages, enter everyday words and phrases in the Global Natural Language Search bar without using PMQL syntax.

Search Data Using Natural Language

Follow these steps to search Request, Task, Collection data in ProcessMaker Platform:

1. Log on to ProcessMaker Platform.

2. Locate the Global Search bar at the top-right of the platform.
3. Click the Global Search bar. The following displays:

   • Search result: The Search result section displays search results after you have entered a phrase or question. If you have not made a current search, the following message displays: Nothing searched yet.

   • Recently searched: The Recently searched section displays recent searches. You can click a recent search to quickly filter data, or clear the recent searches by clicking Clear. Otherwise, if there are no recent searches, the following message displays: The history is empty.
4. Next to the magnifying glass, enter an instruction in which to search data. For example, enter show me collections or show Requests started by Louis Canera. The Search result section loads all available search results. Search using English and most non-English languages.
5. Click a search result. ProcessMaker Platform displays the search result, and the

   ProcessMaker Query Language (PMQL) parameters for your Request, Task, or Collection record search from the platform page where the search was made. For more information about searching with PMQL, see Search PMQL. Optionally save this criteria as a Saved Search.

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