Search for any Task that has been assigned to you.
Do basic or advanced searches for Tasks. To do basic or advanced searches for Tasks, view one of the following Tasks pages:
To Do Tasks page. See View Tasks You Need to Do.
Completed page. See View Completed Tasks.
Self Service page. See Self-Assign Tasks to Yourself from a Queue.
Follow these steps to do a basic search for a Task:
View one of the Tasks pages described in the Overview of this topic.
Ensure that the basic search settings are displaying on the Tasks page you are viewing.
Use Request data to search for Tasks based on the following criteria:
Search using one or more of the following Request statuses:
In progress: Include Tasks that are in progress or not started as part of your search criteria. Tasks that are in progress are included by default when searching for Tasks on the To Do page.
Completed: Include Tasks that are completed as part of your search criteria. Tasks that are completed are included by default when searching for Tasks on the Completed page.
Self service: Include Tasks that you can assign to yourself, but have not yet been assigned. Self service Tasks are included by default when searching for Tasks on the Self Service page.
To view a Request summary, do one of the following:
From the Request column, click the Request to view its summary.
See Save and Share Request- and Task-Related Searches.
If there are no search results, the following message displays: No Data Available.
Use the ProcessMaker Query Language (PMQL) to compose an advanced search for Tasks.
Follow these guidelines to do an advanced search for a Task using PMQL:
View one of the Tasks pages described in the Overview of this topic.
Ensure that the advanced search setting is displaying on the Tasks page you are viewing.
In the PMQL setting, enter your PMQL parameters that compose your advanced search. See Task
Data Type PMQL Properties.
Note that PMQL searches for self-service Tasks that have not been self-assigned by a user do not use the _user.ID
Magic Variable because self-service Tasks do not have a Task assignee. Therefore, the _user.ID
Magic Variable is not available when doing advanced searches for self-service Tasks.
To view a Request summary, do one of the following:
From the Request column, click the Request to view its summary.
See Save and Share Request- and Task-Related Searches.
If there are no search results, the following message displays: No Data Available.
If not, then click the Basic Search button.
Request: From the Request setting, select one or more Processes associated with a Request as part of the search criteria. Type into the Request setting to filter Processes associated with Requests that display in that setting's drop-down menu. To remove a Process that is currently selected, click theicon for that selection or click Enter
when the drop-down is visible.
Task: From the Task setting, select one or more Task names as part of the search criteria. Type into the Task setting to filter Tasks that display in that setting's drop-down menu. To remove a Task that is currently selected, click theicon for that selection or click Enter
when the drop-down is visible.
Status: From the Status setting, select one or more Task statuses as part of the search criteria. Type into the Status setting to filter statuses that display in that setting's drop-down menu. To remove a status that is currently selected, click theicon for that selection or click Enter
when the drop-down is visible.
Click the Search buttonto search for Requests based on your entered criteria.
Optionally, if the Save Searches package is installed, save and share the Task search by clicking the Save Search button. See Save and Share Request- and Task-Related Searches.
Click the Open Request iconfor the Request that you want to view its summary.
Basic Task searches also use PMQL, but basic searches provide a user interface. Configure a basic search, and then click the Advanced Search buttonto see the PMQL. This may help you learn how to use PMQL.
If not, then click the Advanced Search button.
Click the Search buttonto search for Tasks based on your entered criteria. If there is no search criteria in the PMQL setting when the Search button is clicked, the following message displays: Search query is empty. Please add search attributes or PMQL before saving.
Optionally, if the Save Searches package is installed, save and share the Task search by clicking the Save Search button. See Save and Share Request- and Task-Related Searches.
Click the Open Request iconfor the Request that you want to view its summary.