IBM BPM, V8.0.1, All platforms > Customize and rebranding interfaces > Customize Process Portal > Building Process Portal spaces > Building spaces using templates > Customize the content shown in the widgets

Create saved searches for Human Task Management widgets

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 this task, you must make your business data available for searching if you want to use the data for saved searches.


Procedure

  1. Log on to the Process Admin Console.

  2. In the Server Admin area, click Saved Search Admin.

  3. 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.

  4. 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 for working with IBM BPM tasks and IBM Case Manager work items in an integrated inbox, you must include the following columns in your search.

    Required columns for an integrated inbox
    Column Type Column Name
    Process Name
    ProcessInstance Name

  5. 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.

  6. 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...to configure the widget.

    1. Open the widget menu, select Edit Settings, and then the Content tab.

    2. Click Add to open the Add Lists window. Your saved search should be available in this list.
    3. Save your changes to the widget configuration.

Customize the content shown in the Human Task Management widgets


Related concepts:
Naming considerations for federating lists of processes and tasks in the Human Tasks Management widgets
Naming considerations for federating lists of IBM BPM tasks and IBM Case Manager work items


Related tasks:
Create and maintaining saved searches for Process Portal
Making business data available in searches and views


Related reference:
Default queries for Human Task Management widgets