The Tasks and Processes widgets use saved searches to list business process definitions
and their tasks. A default saved search is provided for each of these
widgets. These searches do not include filter criteria or business
data, but you can create and share your saved searches to include
filters and process-specific business data.
Before you begin
Before you begin this task, you must make your business
data available for searching if you want to use the data for saved
searches.
Procedure
- Log in to the Process Admin console.
- In the Server Admin area, click Saved Search
Admin.
- In the Select Search: section, select Define New Search, click Select, and give the saved search a name. If you need to use
the saved search in federated environments, ensure that the name complies
with the naming considerations for federated lists.
- Select the columns that represent the process-specific
business data to be displayed in the widget and the search conditions
that apply to the columns.
Attention: The widgets
do not support ordering criteria.
- To use the saved search in a Tasks or Processes widget, organize the search results.
- To use the saved search for lists of tasks in the Tasks widget, select Task from
the Search Organized By list.
- To use the saved search for lists of processes in the Processes widget, select ProcessInstance from the Search Organized By list.
Attention: If you selected columns of type
Task in step
4 and
you organize the results by process instance, the task columns are
not shown in the widgets.
- Configure the widgets in a Process Portal space
to use the saved search. For example, if you created a
saved search for the Tasks widget, perform the
following steps to configure the widget.
- Open the widget menu, select Edit Settings, and then the Content tab.
- Click Add to open the Add Lists window. Your saved search should
be available in this list.
- Save your changes to the widget configuration.
