Form Search Fields - Revision history

Philip Lacey at 20:28, 13 March 2016

2016-03-13T20:28:24Z

Philip Lacey at 21:50, 7 March 2016

2016-03-07T21:50:19Z

Philip Lacey at 21:41, 7 March 2016

2016-03-07T21:41:56Z

Philip Lacey at 16:58, 7 March 2016

2016-03-07T16:58:47Z

Philip Lacey at 13:09, 4 May 2015

2015-05-04T13:09:53Z

Meabh Landers: Created page with "In bxp, it is possible to look up records on a form and specify what fields are displayed as part of the search results and when you're searching. By default, when you look up..."

2015-04-27T09:48:44Z

Created page with "In bxp, it is possible to look up records on a form and specify what fields are displayed as part of the search results and when you're searching. By default, when you look up..."

New page

In bxp, it is possible to look up records on a form and specify what fields are displayed as part of the search results and when you're searching. By default, when you look up a record on a form, you can search on any field and the results will display the ID.

[[File:SearchFields-IDonly.png]]

This alone makes it difficult to pick out the correct record from the search results. There are a few different options on the search values page that allow a user to specify what fields users should be able to search on and what values are displayed in the results.

The first option allows a user to change the default search result field from ID to any other field in the form.

There is then a list of question with options next to each one.

[[File:SearchFields-MainPage.png]]

The current status field will be false if the field doesn't display it's value in the search results and true if it does. The new status field can be used to change this. For example, if a user changes the status of the field "Name" from false to true, then the value of the Name field will be displayed when user look up records on this form.

[[File:SearchFieldsID&Name.png]]

The show on lookup field determines if a field will be visible on the look up screen. If for example, you only want users to be able to search by Name and ID then you could set everything apart from Name to false and when a user looks up a record, they can only use ID or Name to find the record they're looking for.

[[File:SearchFields-Namesearch.png]]

← Older revision		Revision as of 20:28, 13 March 2016
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	It's not enough that bxp stores data records but making them easily accessible is just as important. In each of the form based modules you have a lookup capability. The appearance, settings and capabilities of these search tools are customisable. This article looks at how to customise the tools.		It's not enough that bxp stores data records but making them easily accessible is just as important. In each of the form based modules you have a lookup capability. The appearance, settings and capabilities of these search tools are customisable. This article looks at how to customise the tools.
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		+	''Main Menu > Form Management > Form - Primary Management > Form - Displayed Search Fields > Choose your Form ''

@@ Line 68: / Line 68: @@
 [[File:SearchFieldsID&Name.png|800px]]
 [[File:SearchFields-Namesearch.png|800px]]
 [[Category:Module Specific:Form Management]]

@@ Line 1: / Line 1: @@
-In bxp, it is possible to look up records on a form and specify what fields are displayed as part of the search results and when you're searching. By default, when you look up a record on a form, you can search on any field and the results will display the ID.
+= Overview =
 [[File:SearchFields-IDonly.png|800px]]
-This alone makes it difficult to pick out the correct record from the search results. There are a few different options on the search values page that allow a user to specify what fields users should be able to search on and what values are displayed in the results.
+This alone makes it difficult to pick out the correct record from the search results.
-There is then a list of question with options next to each one.
 [[File:SearchFields-MainPage.png|800px]]
-The current status field will be false if the field doesn't display it's value in the search results and true if it does. The new status field can be used to change this. For example, if a user changes the status of the field "Name" from false to true, then the value of the Name field will be displayed when user look up records on this form.
 [[File:SearchFieldsID&Name.png|800px]]
-The show on lookup field determines if a field will be visible on the look up screen. If for example, you only want users to be able to search by Name and ID then you could set everything apart from Name to false and when a user looks up a record, they can only use ID or Name to find the record they're looking for.
 [[File:SearchFields-Namesearch.png|800px]]
 [[Category:Module Specific:Form Management]]

← Older revision		Revision as of 13:09, 4 May 2015
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	[[File:SearchFields-Namesearch.png]]		[[File:SearchFields-Namesearch.png]]
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		+	[[Category:Module Specific:Form Management]]