WebSphere Lombardi Edition 7.2 > Use Process Portal > Performing effective searches

Search business-variable data

When a business analyst or developer creates a process definition in the Designer in Lombardi Authoring Environment, he defines what variables are part of the process, such as customer name, loan amount, or employee skill level. Business data is the run-time manifestation of the variables in a process, i.e. the value of the variables. For example, business data for a process instance might be a loan amount of $500,000.

In Lombardi Process Portal, you can search across multiple processes and within a parent process and its nested processes for particular business data. To search for business data, first make the corresponding variables available for search. (For more information, see Manage and mapping variables in Lombardi Authoring Environment User Guide.)

1. Start Lombardi Process Portal, select Inbox or History under My Tasks, and click the Show Search button:

   

2. Click the Add New Condition button.
3. Choose Business Data from the first drop-down list displayed for the new condition.

4. From the second drop-down list, choose one of the available variables and then choose an operator and supply a value :

   

5. Continue to add new conditions as needed.

6. Click the More button if you want to choose the columns to display in your search results and the columns to sort on.

   The left text box lists the columns to choose from and the right text box lists the columns that will be displayed in your search results. To add a column, click the name of the column that you want and then click the right-arrow icon. Move a column name from the right to the left to remove that column from the displayed results.

   You can also set the primary and secondary columns by which to sort your search results, as well as specify the sort order for each (ascending or descending).

   To customize the number of Items Per Page, select a value (for example, 10, 20, 30, 50, 75, 100).

7. Click the Search button to perform the search. The Process Portal displays the search results :

   

8. Click the Show Search button at the top of the search results to return to the search conditions.

9. Click the Save Search button at the bottom of the search conditions to save the search parameters for later use.

10. Type a name for the search in the text box provided and click OK.

    The search name displays under My Tasks and you can click the link to access the saved search at any time.

    When you access a saved search, you can click the Show Search button to display and revise the search settings. You can click the Delete Search button if you decide to delete a saved search.

    Searches saved by members of the tw_portal_admins security group can be accessed by all other Process Portal users. Otherwise, searches are available only to the user who creates and saves the search.

Parent topic: Performing effective searches

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