This topic applies only to the IBM Business Process Manager Advanced configuration.

Creating personalized views for Business Process Choreographer Explorer or Business Process Archive Explorer

The navigation pane in the default user interface contains a set of links to predefined views and views that are defined by your system administrator. Independent of your roles, you can add your own views to your navigation pane. For example, you can add a new view to monitor the progress of a specific task or process. You can specify the information shown, the filter and sort criteria, and also the actions provided in the view.

About this task

To create personalized views, complete the following steps.

Procedure

  1. In the section of the Views tab navigation pane, for example, Process Templates, where you want to define the new view, click the New search icon (New search icon).
  2. In the Search For ... And Define Customized Views page, where ... is the type of view, for example Process Templates, select a query table for your view.
    A default query table is set for your view definition. You can either select a different query table, or choose not to use query tables in your view definition.
    Note: If you use a query table, you cannot specify additional search criteria here for the view. All the search criteria must be defined in the query table definition.

    If you are not using a query table, specify search criteria. Use the Process Criteria tab, the Task Criteria tab, and the Property Filters tab to limit the search results, for example, to a specific process template. When defining instance views, you can also use the User Roles tab to limit the search results to users, groups, or roles.

  3. If you are using query tables and the query table definition has parameters, specify the query parameters that are needed on the Query Properties tab.

    The parameter names that you specify must match the names in the query table definition. You can also provide default values for the parameters, and specify whether a default value can be overwritten when the query for the view is run.

  4. In the View Properties tab, select the list columns, list properties, such as ordering properties and the results threshold, and action bar actions to include in the view.
  5. Enter a display name for the view in the View Name field, and click Check and Save.

    The search is run to check for errors. If it runs without errors, the view is saved. Use the Summary tab to check the settings that are currently set for the view.

Results

The new view appears in your navigation pane.