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Ad-hoc Queries in Process Reporting

Ad-hoc queries in Process Reporting allow you to create custom queries that you can use to search for process and task details of the AEM Forms process instances defiend in your AEM Forms environment.
Also, ad hoc queries can be defined using process and task property filters. These filters can then be saved and used to run the reports later.
Process Search : Search for process instances with a user-defined search filter based on process attributes.
Process Details : View details of a process instance by specifying the process ID.
Task Search : Search for task instances with a user-defined search filter based on task attributes.
Task Details : View details of a task instance by specifying the task ID.

Processes and Tasks

The steps that you follow to create filters and run queries for process details are the same as that for tasks.
This means that the user interfaces for the Process Search and Task Search differs only in the fields that you can search by and the fields returned in the search results. This is simply because, while many of the fields are identical, certain fields are specific to processes and certain fields are specific to tasks.
This article, details the descriptions of the Process/Task Search and Process/Task Details sections. At appropriate locations, any specific differences will be called-out specifically.

Process/Task Details

You use the Process Details panel to view the details of a specific process.
Similarly, you use the Task Details panel to view the details of a specific task.

To view Process/Task Details

You can view the details of a specific AEM Forms process/task:
  • From a Process/Task Search result
  • By entering the Process/Task ID in the Process/Task Details panel

From a Process/Task Search result

  1. Execute a process/task search. For details, see To execute a Process Search query .
    Notice that the process IDs displayed returned in the result, are hyperlinked.
  2. Click on a process ID in the list to view the details of this process in the Process Details panel.
    The Process/Task Details query result displays details of the tasks/forms contained in the process/task.
    By default, the result is sorted by Task/Form ID. However, to sort the result by any of the fields, click the field title. The column by which the result is sorted is indicated by a darkened arrow next to the column header.
    Since the sorting is a toggle operation, click a field header to sort the result ascending and click it again to sort descending. The current sort order (ascending / descending) is indicated by the direction of darkened arrow next to the column header.
    Process Details result
    Left panel: Displays the following details of the selected process:
    • Name of process
    • Process creation date time
    • Process completion date time
    • Process duration
    • Process status
    • Process initiator
    Upper-Right panel: Displays the following details of the tasks that make up selected process:
    • Task ID
    • Task name
    • Task owner
    • Task creation date time
    • Task update date time
    • Task completion date time
    • Task duration
    • Task status
    Lower-Right panel: Displays the following details of the process history of the selected process:
    • Process name
    • Process initiator
    • Process update date time
    • Process completion date time
    • Process status
    Task Details result
    Left panel: Displays the following details of the selected task:
    • Task Name
    • ID of process to which this task belongs
    • Task description
    • Task creation date time
    • Task completion date time
    • Task duration
    • Task status
    • Selected route of task
    Upper-Right panel: Displays the following details of the forms that make up selected task:
    • Form ID
    • Form creation date time
    • Form update date time
    • Form template Url
    Lower-Right panel: Displays the following details of the process history of the selected task:
    • Task assignment type
    • Task owner
    • Task assignment creation date time
    • Task update date time
  3. Click Back to Process/Task Search to go back to the search result from which the process/task details were drilled down.
    However, if the process/task details were found by entering a specific process/task ID, clicking Back to Process/Task Search takes you back to Process/Task Search , without displaying any search result.

By entering the Process/Task ID in the Process/Task Details panel

  1. Go to the Process/Task Details panel.
  2. In the Process/Task ID text box, enter the process/task ID.
    The fields in the Process/Task Details query result are fields specific to an AEM Forms process/task.
    For a process, the query result displays the details of the tasks contained in the process.
    For a task, the query result displays the details the forms contained in the task.