Configure Searchable Fields Based on Business Data

Based on your business needs, you can map certain fields to business data in your process application and configure these business critical fields as searchable. In runtime, these fields can be used as search keywords or filters in the Tasks page to let users search for instances and tasks.

To configure searchable fields:

  1. Open a process application for which you want to define search fields based on business data.
  2. Click Main menu Main menu on top right of the process application page. Select Define Business Search.
    The Business Search window opens.
  3. Click Add field.
    Notice that all process and form data objects present in the process application are displayed under the Attributes pane, on the left of the Business Search window. You can add search fields using these process or form data attributes which are the business data of your process application.
  4. Select a process or form data object under the Attributes pane, and click Add Attribute. The attribute gets added to the list on the right of the Business Search window. You can also drag and drop an attribute to the list.
    Notice the following in the attribute list table:
    • By default, the attribute is added as searchable data into the Tasks page in runtime.
    • If you don't want to add the attribute to the Tasks page, then deselect the corresponding check box in the Task column.
    • To delete the attribute from the list, click the Delete icon under the Action column.
  5. If required, you can change the name and type of the search field.
    • The name should always start with a lower case alphabet.
    • You can choose a type from the Type drop-down field.
    • Select the Match whole words check box to enable whole word search. Leave this check box deselected, if you want to enable partial search of words.
  6. Click Apply.
    The field is added to the Business Search window.

In runtime, you can use the configured searchable fields to search for process instances or tasks. See Search for a Task and Apply Advanced Search Filters.