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.
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: