Global AI Search
Search and Save Requests, Tasks, and Collection records in your ProcessMaker Platform instance.
Overview
Use ProcessMaker's AI Assistant to search for Request, Task, and Process names quickly by entering natural language phrases or questions pertaining to that information.
The Global Search bar at the top of your dashboard provides quick access to search Request, Task, and Process data. From any page within ProcessMaker Platform, and using English and most non-English languages, enter everyday words and phrases in the Global Search bar without using PMQL syntax.
Search Data Using Natural Language
Follow these steps to search Request, Task, or Process names using AI Assistant:
Log on to ProcessMaker Platform.
Locate the Global Search bar at the top-right of the platform.
Click the Global Search bar. The following displays:
Do one of the following:
Click a search result. AI Assistant displays the search result, and the
ProcessMaker Query Language (PMQL.) Optionally save this criteria as a Saved Search.
Phrase Suggestions to Search Request, Task, or Processes
Use combinations of the following for AI Assistant to display suggestions to help you search for Request, Task, or Process names:
Time-based prompts
Prompts for users
Prompts for Process names
Prompts for Requests
Prompts for Tasks
Prompts by status
Time-Based Prompts for Request, Task, or Processes
Use time-based natural language prompts for suggestions to find Request, Task, or Process names, such as but not limited to the following:
today
last week
Enter a date or a range of dates
AI Assistant provides suggestions based on these and similar time-based words and phrases.
Prompts for Users Related to Request, Task, or Process Names
Do one of the following to search for users in Request, Task, or Process names:
Enter the word
user
into the Global Search bar. AI Assistant provides suggestions using the termuser
anduser name
. Select a suggestion for more suggestions, or enter natural language based on a displayed suggestion to search for Request, Task, or Process name.Enter any user name that is in your ProcessMaker Platform instance. AI Assistant provides suggestions using that user's name.
Enter any user's full name that is in your ProcessMaker Platform instance. AI Assistant provides suggestions using that person's full name.
Prompts for Process Names
Use the partial or complete Process name to prompt suggestions. Alternatively, enter a partial or complete Process name, and then press Enter. Use natural language phrases such as but not limited to the following:
starting with
ending with
containing
AI Assistant displays the Processes page with results that match the entered text.
Prompts for Requests
Use the partial or complete Request name to prompt suggestions. Alternatively, enter a partial or complete Request name, and then press Enter. Use natural language phrases such as but not limited to the following:
starting with
ending with
containing
AI Assistant displays the Requests page with results that match the entered text.
Prompts for Tasks
Use the partial or complete Task name to prompt suggestions. Alternatively, enter a partial or complete Task name, and then press Enter. Use natural language phrases such as but not limited to the following:
starting with
ending with
containing
AI Assistant displays the Tasks page with results that match the entered text.
Status-Based Prompts for Requests or Tasks
Use status-based natural language prompts for suggestions to find Requests and Tasks based on the entered status(es).
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