Search Templates

[#1]

Hi all, I was wondering if anyone could tell me or point out a resource on how to be able to create a search template that would be able to search information thats ON the form in a process. As I understand it thats what the "Enduser UI Items" are for when creating a variable in workbench, but after checking off the checkboxes I'm stuck as to what to do next.



Thanks!

[Jasmin_Charbonn]

That's correct. Make sure you select "searchable".



Then, from the adminui under Services/Workspace/Search Template



you should see your variable under the Process Variable section (under Criteria).



Jasmin

[HowardTreisman]

Hi Bilen

You can't search directly on the form data. This is because the form data is stored as a BLOB in the database.

You will need to create simple variables (i.e. String, integer, etc). You then need to populate these from the form variables.

There are two options:

1. In the step after each User step, create a SetValue step that copies the data from the form to the simple variables.

2. Create a custom submit orchestration that does the same thing.



You may also want to look at our AddOn, the Enquiry Tool, which makes it quite a bit simpler to do searches on process data:

http://www.avoka.com/avoka/enquirytool.shtml



Howard