Creating Custom Search Fields from Task Business Data

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About this task

You can create custom search fields in a Task Inbox Bar portlet view by using business data fields, as described below.

Note: By default, custom field searches are always case-sensitive. If you want to make case-insensitive searches available, see Implementing Case-Insensitive Searching.

To create a custom search field from a business data field

Procedure

  1. In the Solutions view, double-click the task to open it in the editor.
  2. Click the Overview tab. Task business data appears 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 default view of the Task Inbox Search Bar portlet.
  5. Click the Update button in the User Interfaces area.
  6. In the Task UI Update wizard, make sure the Implement task custom inbox bar search for task business data field(s) option is selected, then click Next.
  7. On the Add Searchable Field page, the Data Fields table displays the available business data.
    Note: This table 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. Click the business data field you want to work with to place it in the Search term name box. Only one field is accepted each time; you must repeat steps 4 - 7 to add more fields.
  9. Select the operator you want to apply to the field in the Search operator box.
    Note: To implement a wildcard search, the search operator for the selected field must use the like operator. For more information about the available operators, see About Task Search Operators.
  10. If you want a column to be added to the search results table, select the Add column displaying this field to Inbox Search Results table check box.
  11. 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 when finished check box.
  12. Click Finish.
  13. The changes to the task are saved automatically.