Elastic Search

Elastic Search in ProcessMaker IDP provides enhanced search capabilities, including full-text and structured search. Elastic search has the following key features:

• Full-Text Search: Perform comprehensive text searches across all indexed data.

• Structured Search: Use advanced queries with specific filters and parameters to refine search results.

• For more information on Elastic Search, see the Elastic Search Guide.

• To configure Elastic Search in ProcessMaker IDP, see Elastic Search Configuration.

Using Elastic Search

Elastic Search can be used from one of the following locations:

• Search Bar: Located at the top of the ProcessMaker IDP interface, the search bar allows users to enter search queries.

• Filters and Facets: Apply various filters and facets to narrow down search results based on criteria such as date, user, and type of document.

• Search Results: Results display relevant metadata and highlighted keywords for easier identification.

Search Operators

Elastic Search supports the following special characters:

Character	Usage	Example
+, AND, &&	AND operators	"May"+ 2024
|, OR, ||	OR operators	USA | Netherlands | Bolivia
-, NOT, !	Negates single token	!2022
"	Groups search tokens	"Drivers License"
*	Wild card	invoice*
( )	Defines precedence	(2+3) * 6
~N	Defines edit distance when used after a single term	fuzz~1 will match terms like "fuzz", "buzz", "fizz", etc.
~N	Defines stop (proximity) distance when used after a phrase	"invoice processing"~2 will match documents where "invoice" and "processing" appear within two words of each other, such as "invoice post processing"

• To search for a term containing special characters, you must escape the special characters with a backslash. For example, if you want to search for the term C++ (which includes special characters +), use the following search: C\+\+ Similarly, to search for the phrase License | Permit (which includes the OR operator |), use the following search: License \| Permit This tells Elastic Search to treat + and | as literal characters in the search query.

• In addition to the simple search, ProcessMaker IDP also supports the Query String syntax. For more information, see Query String Syntax. Example of Searching Using Query String: entity:FOLDER mediaType:"text/plain"