IBM BPM, V8.0.1, All platforms > Customize and rebranding interfaces > Customize Process Portal > Building Process Portal spaces > Federation considerations for Process Portal spaces

Naming considerations for federating lists of processes and tasks in the Human Tasks Management widgets

Federated lists combine the query results from all the configured systems in a domain. Queries in federated domains originate from saved searches and query tables in the configured systems. To federate query results, you must follow certain conventions when you create saved searches and query tables.

Naming considerations for saved searches and query tables

If you want the results of saved searches and query tables to be merged in federated environments, use the following naming conventions:

• The query table name and the saved search name must be the same. The name must comply with the following rules:

  • The name follows the prefix.name naming convention, the reserved prefix, IBM, must not be used.

  • The name is in uppercase letters.

  • The maximum length is 28 characters.

• The query table and the saved search must query the same kind of artifact, either tasks or processes.

  • For tasks, the primary query table is the TASK predefined database view, and the saved search must be flagged as Organized by Task.

  • For processes, the primary query table is the PROCESS_INSTANCE query table, and the saved search is not flagged as Organized by Task.

Naming considerations for process and task properties

In federated environments, process and task properties can also be federated. These properties correspond to the search columns specified in a saved search for a business process definition (BPD), and the attributes defined for BPEL processes and human tasks in a query table. If you want the properties to be merged in federated environments, use the common attributes for process and task properties in the Query Table Builder.

Naming considerations for business data

You often need to include business data, such as customer information, in the information shown in the Human Task Management widgets. You can add business data to both the saved searches and the query tables that you use to create the list of processes and tasks that are shown in the widgets.

If you want business data attributes to be included in the federated results, you must know how the business data was defined in the saved search. Based on the search alias that was used for a property in the saved search, apply the following naming conventions to the corresponding property name in the query table.

• Use the search alias of the property in the saved search as the basis for the name of the property in the query table.
• Prefix underscores in the search alias with an underscore in the property name in the query table.
• Prefix uppercase letters in the search alias with an underscore in the property name in the query table.
• Convert lowercase letters in the search alias to uppercase letters in the property name in the query table.
• Prefix the property name in the query table with BD.

The following table shows examples of saved search names and their equivalent query table names.

Examples of search aliases and query table property names

Search alias	Query table property name
customerName	BDCUSTOMER_NAME
CustomerName	BD_CUSTOMER_NAME
customer_name	BDCUSTOMER__NAME
customer_Name	BDCUSTOMER___NAME
CUSTOMERNAME	BD_C_U_S_T_O_M_E_R_N_A_M_E

• Federated processes lists: Common process attributes
  In most cases, the names used for an attribute differ in saved searches and query tables. To ensure that query results can be federated, common process attributes provide a mapping of the saved search name to the query table name.
• Federated tasks lists: Common task attributes
  In most cases, the names used for an attribute differ in saved searches and query tables. To ensure that query results can be federated, common task attributes provide a mapping of the saved search name to the query table name.
• Federated task definitions lists: Common attributes for task definitions
  Saved searches do not support task definitions. However, in federated environments, federated tasks definitions lists can contain data from human services in BPDs. To ensure that query results can be federated, use the common attributes when you create query tables for tasks definitions.

Federation considerations for Process Portal spaces

Related tasks:
Create saved searches for Human Task Management widgets
Create query tables for Human Task Management widgets