Example Adding an Indexed Business Data Search Field

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About this task

Task types can be created with indexed business data fields (for more information, see About Indexed Searches). When you create a custom task inbox, you can add an indexed business data search field to the task search interface.
Note: Only one indexed business data field can be added.

In addition, you can configure the task type to search for this indexed business data field across two or more task types (that is, beyond the single task type associated with the custom task inbox).

To add an indexed business data search field to the search interface

Procedure

  1. In the Solutions view, open the task in the task editor by double-clicking the task name.
  2. On the Overview tab, expand the User Interfaces area if it is not already visible.
  3. Click the default view of the Task Inbox Search Bar portlet.
  4. Add a custom indexed business data field to the portlet view as described in Creating Custom Search Fields from Task Business Data.
  5. After completing the procedure described in Creating Custom Search Fields from Task Business Data, click the Inbox page in the User Interfaces area of the task editor Overview tab.
  6. Click Run to view and interact with the Inbox page as it will appear in the run-time environment. Note that the new search field is present, and a corresponding column is present in the search results.

Results

To configure the task type to search for this indexed business data field across two or more task types (that is, beyond the single task type associated with the custom task inbox), see Searching Indexed Data in a Custom Task Inbox.