Adding Task Business Data Fields to a Page or View

Edit online

About this task

You can add existing task business data fields to a task portlet view, or a notification view in the editor, as described below. You can also add business data fields by dragging and dropping, as described in Dragging and Dropping Task Business Data Fields to a Page or View.

Note: You cannot add business data to the Task Inbox Search Bar view or the Task Inbox Search Results edit view using this procedure. To add business data to the Task Inbox Search Bar view, see Creating Custom Search Fields from Task Business Data

To add business data fields to a page or view

Procedure

  1. In the Solutions view, double-click the task to open it in the editor.
  2. Click the Overview tab. Task business data is displayed in the Business Data area in the upper-right area of the editor. If the business data you want to work with is not present, add it as described in Adding A Business Data Field with the Editor and Adding an Integration Server Document Type as Business Data.
  3. On the Overview tab, expand the User Interfaces area if it is not already visible.
  4. Click the page or view you want to add business data to; for example, the default view of the Task Details portlet.
  5. Click Update in the User Interfaces area. The Task UI Update wizard appears with the current properties for the selected element displayed.
  6. Click the Add task business data field(s) to selected task UI page option.
  7. Click Next. The Add Task Business Data page appears.
    Note: This display is empty if:
    • There is no business data associated with the task.
    • Business data has been added but the task has not been saved.
    • The task uses an indexed search content provider and no business data has been marked as an indexed field.
  8. Expand the table entries to locate and click the business data fields you want add.
  9. If you want to open the page or view in the view editor after applying the business data changes, select the Open updated page in Editor check box.
  10. Click Finish. The business data fields are added to the view as follows:
    • For the Task View, Task Start, and Task Details views, the business data is added to the Task Data subgroup in the user interface.
    • For the Task Inbox Results default view and Task Inbox view, the business data is added as a column in the results table.
  11. The changes to the task are saved automatically.