Searching for Instances

If there are no views configured to retrieve the range of instances you want, you can perform a search based on conditions you specify.

1. In the Work List window, click on the Search icon []. The Search pane of the Work List panel will open in the top of the panel.
2. In the Search pane, in the Processes section, set the checkboxes for each of the processes you want to include in the search.
3. To search for instances based on their role assignment, in the Show Instances section, configure the Assigned to: drop-down list. To include aborted or completed work items in the search, you must select All for this option.
4. To search for instances based on their status, in the Include Work Items section, select checkboxes for each of the statuses you want to include.
5. You can add conditions to the search as needed. For each condition you want to add:
   1. set the Condition drop-down list to the condition you want to check for.
   2. use the Add button to add it to the search.
   3. Set the condition fields as needed.
   4. To remove a condition, click on the Remove icon () for that condition.
6. Click Search. The search results are displayed in the Search dialog box.
7. Before closing the Search dialog box, you can save the search results as a view, if desired.

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