IBM BPM, V8.0.1, All platforms > Customize and rebranding interfaces > Customize Business Process Choreographer Explorer or Business Process Archive Explorer

Create customized views for Business Process Choreographer Explorer or Business Process Archive Explorer

Create customized views to extend the set of views that are available to users of a client instance so that the user interface meets the workflow patters of these users.

If you have one of the system administrator roles, you can create customized views for a client instance. To create customized views for this instance.


Procedure

  1. Click Manage Views in the taskbar.

  2. In the Manage Views page, expand the Define Customized Views section, and select the type of view to create.

  3. 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.

    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.

  4. 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.

  5. 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.

    If this is a task, process, or activity instance view, you can use the View Settings pane to specify which items are shown to users in the system administrators and system monitors role.

    • To show all items that match the search criteria in the view, select All Instances.

    • To show only the items that the logged-on user is assigned for a specific role, select Personal Instances.

  6. 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.

    If you are using a query table and you have specified query parameters that can be overwritten, the Specify Query Parameters page for the new view is displayed after you click Check and Save. Enter a value for each of the query parameters, and click Check and Save again.


Results

The new view appears in your navigation pane. Your users see this view the next time that they log in to the instance of the client that you added the view to. Do not prompt for the parameter values when using the view

Customize Business Process Choreographer Explorer or Business Process Archive Explorer


Related concepts:
Authorization roles for business processes
Authorization roles for human tasks


Related tasks:
Create query tables for Business Process Choreographer Explorer