You are here: Primavera Unifier User Mode > General Procedures > Using the Find feature in Primavera Unifier > Searching a tasks log or a business process log

Searching a tasks or business process log

These logs use a floating Find window. Searching these logs means searching for business process records. To search these logs, use these instructions, along with the description of floating windows under "Floating Find windows".

To search a log

Open your Tasks log or the business process log you want to search.

Click the Find button.

Enter the search criteria.

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In those fields with operators you cannot change, enter the value the field should contain, or click the Select button and select the value from the list that appears.

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In those fields that show an underlined operator, first click the operator and choose the operator you want to use on the field, such as “equals” or “does not contain.” Then enter the value the field should contain.

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Some fields have a Select button that opens a picker or displays a list of values to choose from. Some of these lists (for example, for multi-select fields) allow you to choose multiple values by holding down the Ctrl key as you click the items.

(Optional) Save the search.

In the Save As field, enter a name for the search, and click the Save button.

For more information about saving searches, see "Using and editing saved search criteria".

For business process logs:

If you want to sort the records in the log by special groupings, in the View Records equals field, select:

(blank)	To list all project/shell records to which you have permissions.
Created by Me	To list all project/shell records that you created.
Received by Me	(Workflow records only) To list the tasks assigned to you.
Created and Received by Me	(Workflow records only) To list all project/shell records you created and the tasks assigned to you.
All Company Records	To list all records.

For workflow business process records, in the Workflow Status equals field, select:

(blank)	To list all records (in progress as well as closed) filtered by the value you entered in the View Records equals field.
In Progress	To list all records that are currently in progress. These records can be assigned to you or to other users.
In Progress and Currently Assigned to Me	(Workflow records only) To list those records that are in progress, assigned to you, and that have not reached a terminal status.

Click the Search button (or press the Enter key on your keyboard).

Primavera Unifier performs the search and displays all the records that met the criteria you entered. For example, this search located all the Transmittal business processes on a Tasks Log:

Click the Search button (or press the Enter key on your keyboard).

Primavera Unifier performs the search and displays all the records that met the criteria you entered. For example, this search located all the Transmittal business processes on a Tasks Log:

Tips for Searching a Tasks Log

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As well as searching for a specific task, you can use the Find feature to limit the records that are listed on your Tasks log. This can be convenient for streamlining your work on tasks, such as quickly approving multiple cost transaction records. Using the Find feature, you can separate those records you can quickly dispatch from those that need to be reviewed in detail.

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Filtering the Tasks Log is also a convenient way to isolate tasks that you can perform using bulk actions. Once you have filtered the list, select the task(s) and use the Bulk Actions > With Preview option to quickly open, accept, and complete the task.

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The Clear button works a bit differently on the Tasks log. Depending on the type of business process you are searching, you may see different fields to search by. When you use the Clear button, Primavera Unifier will remove these fields from the Find window.

Oracle Corporation