The navigation pane in the default Business Process Choreographer
Explorer user interface contains a set of links to predefined views. The My
Tasks view is the default view that is shown after you log in. If you have
one of the Business Process Choreographer system administrator roles, you
can customize the links that are shown in the navigation pane, the view that
your users see after they log in, and the information that is shown in the
views.
Why and when to perform this task
For example, the default user interface for Business Process Choreographer
Explorer does not include views for working with business state machines.
You can add predefined views to work with process templates and process instances
for business state machines.
Or, you might want to offer users that
deal with customer orders a different interface to the one that you offer
the users dealing with customer service enquiries. You can customize an instance
of Business Process Choreographer Explorer so that it meets the workflow patterns
of a particular group of users.
In Business Process Choreographer Explorer,
complete the following steps to customize the default user interface.
Steps for this task
- Customize the navigation pane and the default login view for this
instance.
- Click Customize in the taskbar.
- In the Customize Navigation Tree and Login View page,
select the views to include in and deselect the views to remove from the navigation
pane.
- Select the view that your users see when they log into Business
Process Choreographer Explorer.
The list contains the views
that you selected in the previous step and any customized views that you created
from the Define Views page.
- To save your changes, click Save.
To return the views for this instance to the default views, click Restore
defaults. This action resets the navigation pane to the list of
predefined views. Customized views in the navigation pane are not affected
by this action.
- Optional: Customize the views.
You can
specify the information that is shown in the views for this Business Process
Choreographer Explorer instance.
- Click Define Views in the taskbar.
- In the Search and Define Views page, select
the type of view that you want to customize, for example, process templates.
- In the Search and Define Views page for
the view, select the properties to include in the view.
If
this is a task instance view or a process instance view for administrative
purposes, select Administrative View to show all of
the items for which the logged-on user has a work item and to add administrative
actions to the action bar in the view. If the logged-on user is a system administrator,
all of the items that match the search criteria are shown regardless of whether
the system administrator has work items for these items.
If
you do not select Administrative View, the new view
shows all of the items that the logged-on user is authorized to see.
- Enter a display name for the view in the List
Name field and click Save.
Result
The new view appears in your navigation pane. Members of your user
group see the new view when they next log into Business Process Choreographer
Explorer.