Search Results Modifications

Application Parameter

You can define the maximum number of records to be returned by a search by setting the "DEFAULT_MAX_QUERY_SIZE" application parameter. For example, if your database contains thousands of customer records, you can set a default maximum query size to be returned when the user initiates a blank search on the Product Central screen. By default, this application parameter is set to 2000. The system will display a message prompting the user to limit the search criteria.

Application Designer

The following properties can be defined to modify the search results on any search controls:

·            Ignore Count – as of 7.4.1, if this property is set to "True", then the count operation is ignored and only the actual data fetched for display will be executed. If this property is set to "False", then the query limit message mentioned above appears to prompt for filter criteria. The default value of this property is "False".

·            ShowBusinessObjectInResult – as of 7.4.2, if this new property is set to "True", then the result grid will be bound to API collection directly, so you can add any transient property in the result grid.  If this property is set to "False" (default), only properties that are in the database can be shown in the search results. For example, on the new Contact Tracking screen in 7.4.1, the ShowBusinessObjectInResult property is set to "True" and, therefore, the "Completed?" search parameter (a transient property) can be used.

·            MaxBand – as of 7.4.2, this property determines the number of rows (or levels) you want to allow your users to drill down. This property is used when ShowBusinessObjectInResults property discussed above is set to "True". The grid will automatically create bands for subcollections of the bound object up to the number of levels specified for this property. Note that if the Bands Visible property is  set to "False", these bands will remain hidden. This property defaults to 1 and must be between 1 and 100. For example, on the new Contact Tracking screen in 7.4.1, if a follow-up record exists for a contact tracking record, the user can drill down to view those follow-up records. This property is used is conjunction with the Bands property (discussed below).

·            Bands – this property defines what the child level is bound to. As of 7.4.2, if the MaxBand property is set to more than one, the additional bands must be defined in this property. The BindTo and Columns field must be populated. For example, on the new Contact Tracking screen in 7.4.1, the second band is bound to FollowUpActivityViews and the columns are set to the same columns that display in the search results.

As of 7.4.2, you can now define a ToolTip for columns in a band.

·            SuppressDefaultFailDeleteMessage – for search filters and data grids, this property allows you to suppress the default error message that displays when a user tries to delete a record (when set to "True").

 

Additionally, the Search Control available on all search screens includes properties that enable the following functionality similar to functionality you experience with Microsoft Excel.

·            Autofit – this property allows the search results grids to expand further in order to include more room for columns by maintaining the grid size and adding the horizontal scroll bars.

·            GroupByEnabled – property allows the user to select a column in the search results grid to group all the results in. For example, if a user selects the State column to group by, the application lists out all the states with a search result, and then the user clicks on the (+) button next to a state to expand that state’s search results.  

·            MultipleColumnSort – this property allows users to sort their search results by more than one column heading. To do so, they need to hold down their SHIFT key and select the columns in the order in which they want their results sorted. For example, if you want your search results to sort in alphabetical order by State and then by Customer Last Name, you hold down the SHIFT key while clicking State and clicking Last First Name. The results are sorted A>Z by State name, and then without breaking up the results per state, they system sorts those results A>Z by the customer’s last name.

·            UseInfragisticsGridExport – this property allows the user to export only the filtered search results, as opposed to all search results. If this property is set to "True", the export to Excel functionality uses Infragistics grid to perform the export instead of the standard approach.

To enable the search control functionality discussed above:

1.    Within Personify360, open the screen of the search control you want to modify.

2.    From the Personify360 main toolbar, select Tools > Design this Form.
The active screen opens in the Application Designer.

3.    Make sure the Search Control on the form is selected.

4.    From the Properties window, modify the appropriate property discussed above.

5.    Save and publish the form.