Screens - Data360_DQ+ - Latest

Search screens

A search screen is used to look for a specific record. When creating a search screen, you can define the criteria that will be used for the search with Filter Fields, Result Fields and Sort Fields. You also need to define how search results appear by specifying a Result View Screen Name and a Result Edit Screen Name.

For internal database data stores, search screens are used when:

• You search for detailed records in a case store.
• You drill down to an internal database data store, from a dashboard.

Fields toolbar

Immediately beneath the field tabs is a toolbar, with the following buttons:

• Add

  Click to add a field of the appropriate type.

• Edit

  Click to edit the selected field.

• Delete

  Click to delete the selected field.

• Move Up

• Move Down

  Click to move the selected field one step up or down in the list.

Filter Fields

These are the data store fields that people use when searching for records. Selected fields will appear within the search screen interface with the specified Label and Width. Additionally, the chosen Component Type will determine how the user can search, where available component types depend on the data type of the chosen field.

Wildcard search for string filters

String fields used in filters specifically support both literal and wildcard search. Wildcard search can be performed through use of the % character.

Result Fields

These display for records returned by a Filter Fields search. Result fields display according to the Label and Width properties.

Specifying a result field as editable

If a result field is defined as Editable, inline editing within data entry is enabled. This allows you to double click on the cell value of a result field and change it inline, without having to go to the record's edit screen.

Sort Fields

These are the fields from the data store that are used for sorting the results of a search. Only fields that are also used as Result Fields may be used as Sort Fields. Additionally, a sort field may be specified in ascending or descending order, using the Ascending check box.

Create screen name

In order to specify a Create Screen Name for a search screen, you must first have created a view/edit screen, see "View/Edit Screens" below. This selection will determine the display of the form used to create new records via data entry in the data store.

Result view screen name

In order to specify a Result View Screen Name for a search screen, you must first have created a view/edit screen, see "View/Edit Screens" below. This selection will determine the display of a record that a user has searched for and then decided to view.

Result edit screen name

In order to specify a Result Edit Screen Name for a search screen, you must first have created a view/edit screen, see "View/Edit Screens" below. This selection will determine the display of a record that a user has searched for and then decided to edit.

Environment Groups

Environment Groups allows you to further restrict which users have access to the Search Screen and the View/Edit Screen.

View/edit screens

View/edit screens determine how a record is displayed after a user has found it with a search screen and then decided to view/edit it. View/edit screens essentially allow you to create a form that represents a record, which the user may interact with. The form will be comprised of fields from the record, which may be editable or non-editable, based on your requirements.

Screen layout

When creating a View/Edit Screen, Screen Layout is used to determine the basic arrangement of form fields in the screen.

Edit Screen Script button

The Edit Screen Script button opens a Java script editor, where you can, for example, write a script to configure the screen Alert Reason field and Actions dropdown menu to your requirements.

Instructions and an example script are provided when you open the editor. A preview mode enables you to edit and test your script and screen.

You can see the results of executing the script in a data store, when you click Data Entry and the appropriate data store in the main menu, then select Create or Edit a record.

You can also see the data store script execution when you view a case where associated data store records are displayed.

Field properties

Once a Screen Layout is created, selecting each field will reveal a Field Properties panel. This panel allows you to define which fields should appear at what points within your layout and how user interaction with the field should occur.