This feature is available since version 5.6.4.
Overview
The User Portal common process data feature allows you to display process data in multi-process view.
This feature provides a simple solution to display process data of the same name and datatype that are used in several processes.
For example, if you have a process data called CUSTOMER (TEXT) that’s used in most of your processes, you can define this data as a User Portal common process data. The CUSTOMER (TEXT) process data will be displayed in all the Portal lists, search forms and quick search when the Portal is in multi-process view.
Configuration
Common process data are defined in the Administration Module Configuration Panel. In the Common process data name list field, enter a list of comma-separated data names.
Example: CUSTOMER, COUNTRY, AMOUNT
For the process data settings (description, format, column width, search, etc.), the User Portal will use the most recent version of the process data (sharing the same name and datatype) defined in all the processes that use it.
The display order of the columns in User Portal lists will be the same order as the data defined in the Common process data name list field in the Configuration Panel.
For the quick search, only TEXT and NUMERIC process data are supported. TEXT process data will use the contains operator and NUMERIC process data will use the equal operator.
Common process data are only used in multi-process view. In single-process view, the process data settings of the selected process are applied.
Security
Data defined as User Portal common process data are displayed to all users. Security restrictions defined on the process data are not applied in this case.
Performance
You have to limit the number of common process data, because having too many could impact performance by adding SQL queries.