Onboarding activities can result in the creation of large volumes of work which are commonly carried out by multiple groups within the organization.

You can use the Relationship Manager Portal to perform searches on cases in your environment. You can add fields to the search results to help refine your search.

For information about how case searches are implemented, see Case searches in Client Lifecycle Management for Financial Services.

To extend the functionality, complete the following steps.

Adding the custom property to the report definition

Add the custom property to the report definition.

1. In the Dev Studio header search text field, enter pyWorkSearch and select the Work- report definition rule.

2. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

3. Click Add column, and type the name of a custom property that you want to add, for example, pyCustomerName.

4. Click Save.

Enabling the custom property to appear in searches

Enable the custom property to be included in search results.

1. In the Dev Studio header search text field, enter pysearch and select the Work- custom search properties rule.

2. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

3. Select the custom property that you added, for instance pyCustomerName, to include it in the search results.

4. Click Save.

Including the custom property column in the results

Include the custom property column in the results grid in section pyWorkSearchResults as required to show in the search results screen.

1. In the Dev Studio header search text field, enter pyWorkSearchResults and select the section rule.

2. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

3. Add columns for your custom property in the grid layouts. For additional information about grids, see Harness and Section forms - Adding a Grid layout.

4. Click Save.

Configuring the data indexer

Configure the data indexer.

1. In the Dev Studio header search text field, enter useDataInstances and select the Pega-Searchengine Indexing/usedatainstances dynamic system settings rule.

2. Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.

3. Type true in the Value field.

4. Click Save.

Re-indexing the application

You must re-index all work in order to see the new search fields.

1. In Dev Studio, click ConfigureSystemSettings Search.

2. Click Re-index for All work. For more information about re-indexing, see Rebuilding a search index.