Configuring a role-based business user interface

Before you deploy your process application, you need to configure different elements in the business process definition (BPD) to control the types of actions that different business users can perform in the Process Portal, the types of data they can search for and view, and the dashboards that they can access.

  • Exposing business process definitions
    Exposure settings for business process definitions (BPDs) enable you to establish who can start the process and perform other tasks in the IBM® Process Portal.
  • Exposing heritage human services
    In addition to implementing the activities in a business process definition (BPD), the heritage human services that you create in IBM Process Designer can also be used to customize the Process Admin Console or to create a custom dashboard for IBM Process Portal. The exposure settings for a service depend on its intended purpose.
  • Exposing client-side human services
    In addition to implementing activities in a business process definition (BPD) or a case type, other people can use the client-side human services that you create in IBM Process Designer to create custom dashboards for IBM Process Portal or instance user interfaces for case instances. Or they can be exposed as URLs.
  • Making business data available in searches and views
    Before business users in IBM Process Portal can search for business data across process instances or within task lists, you need to configure each variable in the Process Designer to be available to search.
Parent topic: Designing process interactions for business users