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Search screens

A search screen is used to look for a specific record. For internal database data stores, search screens are used when you search for detailed records in a case store and when you drill down to an internal database data store, from a dashboard.

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.

• Name - Specify a name for the search screen.
• Environment Groups - Allows you to further restrict which users have access to the Search Screen and the View/Edit Screen.
• Create Screen Name - 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 - 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 - 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.
• Auto-Update Search - By default this setting is selected and the search will be updated when filters are modified.

Toolbar buttons:

• Add - Add a field of the appropriate type.
• Add Multiple - Add multiple fields from the list of available options.
• Edit - Edit the selected field.
• Delete - Delete the selected field.
• Move Up - Move the selected field one step up in the list.
• Move Down - Move the selected field one step down in the list.

Tabs:

• 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. String fields used in filters specifically support both literal and wildcard search. You can perform a wildcard search by using the % character.
• Result Fields - These display for records returned by a Filter Fields search. Result fields display according to the Label and Width properties. 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.
• Calculator Fields - If you add a new calculator field, you must specify a Calculation type, choose from Count or Sum. Count displays the total of the selected rows. Sum is the sum of the values that are the result of the specified expression, for all rows. You must also specify a Label to use as the name of the field when displayed at the bottom of data grids. Optionally, you can type an Expression to reference fields. The Expression can contain arithmetic and comparison operators, as well as numeric and string constants. This expression is evaluated by a JavaScript engine on the fly, as you select the rows in the search screen. However, only an elementary validation is carried out. If the expression has errors, the result will be 0.

  Expression details:

  Arithmetic operators: '+', '-', '*', '/'.

  Comparison operators: '>', '<', '>=', '<=', '==', '!='.

  Tertiary expression operators: '?', ':'.

  A tertiary expression follows this syntax (condition): ? ifValue : elseValue.

  String constants should be surrounded by single quote character, for example, 'M'.

  Numeric constants can be integers of decimal values, for example, 22 or 0.5.

  You can also group expressions inside parentheses. For example, (Gender == ‘M’) ? (Rating * 0.5) : (Rating *2).

  Calculator Fields are displayed in the order they are listed. If no calculator fields are defined, the panel that would normally contain them is not displayed.
• Actions - You can choose to hide fields that you want to view on the data store 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. 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 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.