IBM BPM 857 Mobile Portal Walkthrough
Key Points
- IBM Business Process Manager v8.5.7 introduces a responsive portal that works on phones, tablets and desktops, showing a work dashboard with claimable tasks and configurable sidebars for profiles, dashboards, processes, mentions and links.
- The video demonstrates how a user (Nina) can start a new onboarding process from her iPhone, use quick search to locate and claim a task, complete it, and see the task disappear from the filtered worklist.
- Nina creates a shared saved search that filters tasks by keywords, assigns them to her team, adds useful columns (lead amount, lead viability), and pins it as her default landing view by starring and dragging it above the “Work” section.
- Portal theming is centrally managed (affecting all users) and easily customized, with future videos promised on external activities, responsive coaches, case processes, and more.
Sections
- Mobile BPM Portal Task Management - IBM BPM 8.5.7’s new mobile portal lets users on phones start and claim onboarding tasks, use quick search and saved searches, and see updated worklists in real time.
- Customizing Save Searches & Themes - Nina adds columns, creates and stars a “start and close sales” saved search, pins it as her default view, and notes that theme changes affect all BPM users globally.
Full Transcript
# IBM BPM 857 Mobile Portal Walkthrough **Source:** [https://www.youtube.com/watch?v=tO_ag7Gor9o](https://www.youtube.com/watch?v=tO_ag7Gor9o) **Duration:** 00:05:57 ## Summary - IBM Business Process Manager v8.5.7 introduces a responsive portal that works on phones, tablets and desktops, showing a work dashboard with claimable tasks and configurable sidebars for profiles, dashboards, processes, mentions and links. - The video demonstrates how a user (Nina) can start a new onboarding process from her iPhone, use quick search to locate and claim a task, complete it, and see the task disappear from the filtered worklist. - Nina creates a shared saved search that filters tasks by keywords, assigns them to her team, adds useful columns (lead amount, lead viability), and pins it as her default landing view by starring and dragging it above the “Work” section. - Portal theming is centrally managed (affecting all users) and easily customized, with future videos promised on external activities, responsive coaches, case processes, and more. ## Sections - [00:00:00](https://www.youtube.com/watch?v=tO_ag7Gor9o&t=0s) **Mobile BPM Portal Task Management** - IBM BPM 8.5.7’s new mobile portal lets users on phones start and claim onboarding tasks, use quick search and saved searches, and see updated worklists in real time. - [00:03:31](https://www.youtube.com/watch?v=tO_ag7Gor9o&t=211s) **Customizing Save Searches & Themes** - Nina adds columns, creates and stars a “start and close sales” saved search, pins it as her default view, and notes that theme changes affect all BPM users globally. ## Full Transcript
[Music]
IBM Business Process Manager version 857
introduces a new portal that supports
phone, tablet, and desktop browsers.
Here the portal is shown on an iPhone 6
Plus. The work dashboard displays a list
of tasks that the current user can claim
and work on. Pressing the three bar icon
reveals a sidebar that contains the
current user's profile, a list of
dashboards and saved searches, and a
list of launchable processes and
services.
Pressing the options icon reveals a
sidebar that contains a list of
processes that the user is following,
mentions that have been made by other
BPM users, and web links that have been
configured by an
administrator. Nina is on an airplane
waiting for gate departure. She can do
some work on her phone.
She needs to open an onboarding task for
Jane Dean, a new hire in cloud analytics
sales. Nina opens the left
sidebar and starts an instance of the
new sales position on boarding
process. She can use the quick search
feature to easily find the new task in
the task list.
She opens the
task, claims
it, types Jane Dean's name.
clicks
next and submits the
request. When she returns to the
worklist, the search filter is still
active and she sees that the task is no
longer there as expected because it's
complete. So, she clears the
filter and the remaining available tasks
are now shown.
Back in the office, Nina creates a saved
search that her team can use to track
sales lead tasks. She clicks create
saved search.
She leaves the claimed and available
criterion in place and adds
another search
start or
close. And now tasks that have the word
start or close in them are shown in the
task
list. She also adds assign to
team and types in the name of her team.
She adds some useful columns as well.
Assigned to
team and two business data columns, lead
amount and lead
viability. She gives the search the name
start and close sales.
and she shares it with her
team sales
consultants. Nina would like to see this
save search when she logs in.
She does this by clicking the show
details icon next to the save search
name and clicks the
star. This brings the save search above
the show less
separator. She drags a save search above
work. And now after she logs back
in the start and close sales save search
is her landing
page portal is highly configurable. This
is the portal after changes were made to
the BPM
theme. Theme changes are easy to make.
Note that changes to the theme apply to
all BPM users. Theme changes are not
saved on a per user
basis. Look for more videos in the
future covering many aspects of BPM
version
857. These will include external
activities, responsive coaches, case
process tutorials, and more.
Thanks for watching.
[Music]