I want to restrict user from being searched through '@username' under stream option of task context menu icon.

Question

Process portal is showing list of all AD users under stream option. I want limited user to be searched based on role, under stream option of task context menu icon through '@username'.

I checked in task stream control of responsive portal component toolkit, but didn't find any helpful.

Answer 1

The @user mention search in Process Portal's stream (the "Collaboration" feature) calls the user search REST resource, which returns every user the LDAP query exposes; there is no role filter option in the portal. Ways to limit it:

• Restrict the user search at the source - in the federated repository (WebSphere > Global security > Federated repositories > the LDAP repository) set the user filter / search base so that only the intended population is returned to BPM. This affects every user lookup, which is usually what you want.
• Turn the feature off - portal collaboration (stream, comments, @mentions) is controlled in 100Custom.xml: <portal><collaboration-enabled>false</collaboration-enabled> (BPM 8.5.7) / the enable-collaboration setting on BAW; the task context menu then has no stream.
• Customise the portal - the Process Portal is a process app (System Process Portal); the mention picker is a coach view whose search service can be replaced by your own (filter by team membership: tw.system.org.findRoleByName("Reviewers").allUsers). Copy the portal app, change the view, install your copy as the portal (BPM 8.5.7 / 8.6 "Process Portal" app; on BAW 20+ Workplace / the responsive portal has a different code base).
• Move to a custom dashboard - if users only need their tasks, a CSHS dashboard exposed as the default portal page avoids the stream altogether.

References

• BAW documentation - Process Portal configuration (100Custom.xml)
• BAW documentation - customizing Process Portal