2 Replies Latest reply on Sep 13, 2008 3:09 PM by HowardTreisman

    Search Templates

    Level 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.

        • 1. Re: Search Templates
          Jasmin Charbonneau Level 4
          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).

          • 2. Re: Search Templates
            HowardTreisman Level 1
            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: