You can create search templates to be used in Workspace
to search for instances of processes from the To Do and Tracking
pages. You can also edit or delete existing search templates.
When creating or editing a search template, you can specify the
layout and sort order of the search results. However, users can
modify these settings in Workspace after the search results appear.
You can create as many search templates as required.
Important: When saving a search template, you must
give it a unique name. Otherwise, an existing template can be overwritten
without a warning message.
Create a simple search templateIn Administration Console, click Services >
LiveCycle Workspace 11 > Search Templates.
On the Identification tab, in the Search Template Description
box, provide the purpose of the template.
(Optional) Click the Criteria tab and specify the search
criteria for the template.
Click the Save tab, enter a unique name for the template,
and then click Save.
Create or edit a search templateIn Administration Console, click Services >
LiveCycle Workspace 11 > Search Templates.
(Optional) If you are editing an existing template or using
an existing template as the basis for a new template, select the
template from the Search Template Name list.
In the Search Template Description box, provide the purpose
of the template.
(Optional) In the User Instructions box, provide any instructions
that can help in using the template. These instructions are displayed
in Workspace when a user selects the search template.
Click the Criteria tab. This is where you define one or more
search criteria. To add a search criteria:
At the
top of the Criteria tab, select a Process Element or Task Element. If you previously selected the Process Name element
and specified a process, any Process Variables defined in that process
are also available for selection.
If
you select the Task Visible element, users will be able to remove completed
tasks from the search results. The search criteria fields
for the selected element appear at the bottom of the Criteria tab.
For each Process Element, Task Element, and Process Variable
that you select, fill in the corresponding search fields at the
bottom of the Criteria tab:
Select a relational operator
(such as "be equal to") from the list provided and specify the value
of the operand in the box beside it.
(Optional) To enable users to change the operand value in
Workspace, select Allow The User To Change The Operand.
(Optional) To enable users to change the relational operator,
select Allow The User To Select Another Relational Operator. In
the list that appears, select the operators that will be available
to the user.
If you selected Process
Name as the element, you can click the icon beside the operand field
to display a list where you can select a process that is running on
the LiveCycle server. After selecting a process, any process variables
defined in that process are available for selection under Process
Variables in the top section of the Criteria tab. You can delete an element from the search template
by clicking the Delete icon beside the element’s search criteria.
(Optional) For each column heading to display in the search
results, click the Layout tab and perform the following steps:
Select a process or task element and click the right arrow to
move it to the Columns To Report list.
In the Columns To Report list, select the process or task
element and click the Up Arrow or Down Arrow to
move it to its place in the column order. The column headings in
the search results will appear in the order that they are listed
here.
(Optional) To change the name of the element for the column
heading, select the element from the Columns To Report list and
provide the new name.
Note: The layout specified
in the search template overrides the user’s preferences specified
for column headings in Workspace.
(Optional) For each column to sort in the search results,
click the Sort tab and perform the following steps:
Select a process or task element and click the right arrow to
move it to the Sort Order list.
In the Sort Order list, select the process or task element
and click the Up Arrow or Down Arrow to move it to its place in
the sort order. The columns in the search results will be sorted
based on the order that they are listed here.
(Optional) To sort a column in descending order, select the
check box next to the element name. If the check box is not selected,
the column is sorted in ascending order.
Click the Save tab.
(Optional) If creating a new search template, give it a unique
name. If you do not specify a unique name, you could overwrite an
existing template.
Click the Save button.
Delete a search templateOn the Identification tab, select a name from the
Search Template Name list.
Click Delete This Template and click OK.
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