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 Human Task Management widgets

The content that is shown in the widgets is provided by a query. Queries are known as lists in the widget configuration.

You can configure widgets in a Process Portal space to use different lists so that they contain the content that is needed by the users of the space.

Before you begin, :

• For lists that contain federated content from business process definitions (BPDs), BPEL processes, and IBM Case Manager work items, ensure that the domains are configured on the system, and that the corresponding saved searches, query tables, and in-basket queries exist and comply with the naming considerations for federated lists.

• For lists that contain BPD-related content, ensure that a saved search exists that reflects the content.

• For lists that contain content related to BPEL processes or human tasks, ensure that a query table that reflects the content exists on the configured domain.

Procedure

1. Open the Content settings for the widget. Open the widget menu and select Edit Settings to see the configuration tabs. When you configure a widget for the first time, the All default list is selected on the Content tab.
2. Change the lists that users see. The lists that are available depend on how your system environment is configured.

   • If the system environment is configured for federation mode, the list contains the lists that are available for the federated domains.

     If there are multiple domains, the domain name is added to the list name so that you can decide which list to use. The All list shows all the BPD and BPEL-related content for the list type from all the systems in the default domain; it does not contain any work-item-related content.

   • If the system environment is configured for the business process definition engine, the list contains the saved searches for the list type. The All default list shows all the BPD-related content in the system environment for the list type.

   • If the system environment is configured for Business Process Choreographer, the list contains the query tables that are deployed on the system for the list type. The All default list shows all the BPEL-related content in the system environment for the list type.

3. Configure which properties are displayed in a specific list. You can use the same list for different user roles or user groups. In each case, you include only those properties that are needed by the role or group.

• Default queries for Human Task Management widgets
  Queries deliver the lists of artifacts, such as processes and tasks, that are displayed in the Human Task Management widgets in Process Portal spaces. A set of default queries is provided for use 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.
• Create query tables for Human Task Management widgets
  The Human Task Management widgets use query tables to list BPEL processes and human tasks. A set of default query tables is provided. These query tables do not include filter criteria or solution-specific business data, but you can create and deploy your own query tables to include filters and solution-specific business data.

Building Process Portal spaces using the Human Task Management templates

Related tasks:
Enabling Business Space widgets for cross-cell environments