Research

The search feature allows you to run complex queries on an application's data. Once a search has been performed, it can be saved and reloaded as needed. Users can customize the columns and the order of the columns in the results table.

The application element belongs to the "Search and Navigation" element category.

You can find the " Search " element in the "Applications" module under "Elements. " You can create a new element by dragging and dropping it from here onto the workspace.

For more information on creating elements, click here.

An element's Properties dialog box opens automatically when it is created. You can open the Properties dialog box for an existing element by double-clicking the element on the workspace, selecting "Properties" from the context menu, or choosing "Edit / Properties" from the main menu when the element is selected on the workspace.

Search functions in the browser

Toggles the search function on or off. If the search function is hidden, only the results table is visible.

2. Search Fields

In this section, you can select the desired data field, an operator, and the value to be compared for the search.

The query can be further expanded using an "And" or "Or" operator.

Clicking "Search" will run the search.

Clicking "New Search" clears the search fields.

By clicking "Search within Search," you can perform another search based on the results of the previous search.

3. Results Table

The table at the bottom displays the records that match the search that was performed. By clicking "Customize Table," users can add or remove columns and also change the order of the fields, provided that this has been enabled in the search configuration.

On the "Export Fields" tab, you can choose which table columns should be included in an export of the table data. Click here to learn how to export the results table.

In the search properties dialog, you can enable the "Mail Merge" setting on the "Data" tab. You'll then find the "Email" link below the table. This function can only be used if a data field containing emails is included as a column in the results table.

The email can be sent in text or HTML format. Please also enter the sender, subject line, and body of the email.

Recipient's Email Address

Here, you can select the data field that contains the email addresses.

Insert AutoFields

The field selected here will be inserted into the email text field as a placeholder consisting of the data field name and the field's GUID. The corresponding value of the field will later be inserted into the email in place of the placeholder.

Send

When you click "Send," an email will be sent to each email address listed in the search results. When you click "Preview," the finished email will be displayed in a new window. By clicking "Test Email," you can enter any email address in a new window, and a test email with the specified content will be sent to that address.

If you've performed a search and would like to run it again in the future, click the "Save Search" link.

Using the "Personal" and "Global" tabs, you can decide whether the search results should be accessible only to you or also to other users. Searches can be saved under categories to make it easier to keep track of them. Give the search a name. Under "Existing Searches," you can select a search to be overwritten with the new, current settings.

"Save Field Settings with Search" saves the field selection and loads it when the current search is loaded later. Similarly, the field settings for exporting the search results can be applied.

By clicking the "Load Search" link, you can reload and apply the saved search later. You can load an existing search here.

Clicking the "Options" link opens a page where you can select subordinate data groups to which the search will then also be applied. The search criteria (data field, operator, and field) can also be expanded here.

Configuration

The search can be configured in the Properties dialog box.

Data

Select the application and data group here for which you want to search for data.

Filter

Opens a dialog box where filter expressions can be entered.

Add a Subordinate Data Group

Opens a dialog box where you can select which child data groups to include in the search.

Subordinate data group

Select the desired data group here, and then click "OK." This saves the changes and closes the dialog box.

Show Dependent Rows

Displays the records that have a parent-child relationship with the current parent record.

Columns

This section lists all the names of the data fields that are included as table columns. Under "Data Field/Value," you'll find the data type for each of the integrated data fields.

Button

This menu option allows you to create any number of buttons that will later be available for each row in the table. Each button is displayed in its own table column and can open a page showing the data in detail. You can select the page you want from the "Jump to" drop-down list.

Data field

Opens a dialog box where you can select the desired data fields and add them as table columns.

Select a column

This section displays the names and data types of the data fields that can be included as table columns. Simply select the desired field. You can select multiple fields one after another by holding down the CTRL key.

Click "OK" to save the changes and close the dialog box.

Remove Column

The selected table column will be removed from the list.

Edit Column

Depending on which column is currently selected (button, data field, calculation, or static text), the corresponding Properties dialog box opens, where you can find additional settings.

For further assistance, click "Help" in the lower-right corner of the dialog box or press the F1 key.

You can use the arrow buttons to change the order of the columns. The rule is: the higher a field is positioned in the list, the further to the left the column will appear in the table.

Users can add additional columns in the browser

Allows users to add or remove columns in the search results table. If this setting is selected, the "Customize Table" link appears above the results table in the browser.

Sorting

Opens a dialog box where you can set the table's sort order.

Options

Title

Enter the title of the research here. You can find information about multilingual titles here.

General Settings

Show Search Function

Shows or hides the search function in the browser. When the search function is hidden, only the results table is displayed.

Maximum text length / column width

Specifies the maximum number of characters to be displayed in the column per record.

Number of records per page

Sets the maximum number of records displayed on a single page in the browser. A value of -1 displays all records.

Display text if no record exists

This setting causes text to be displayed when no data is available.

  • Use Global Text

    With this setting, the text stored in the multilingual language constant DR_NO_RECORD in the country settings of the portal properties is used.

  • Text to display if no record is found

    If the "Use Global Text" setting is not enabled, you can enter static text here or select a language constant that provides the text.

Header

Show column headers

Shows the column headers.

Footer

Show "File Export"

You can find all the information on this topic here.

Mass email

Displays the "Email" link below the results table. This setting can only be used if a data field containing email addresses is included as a column.

Navigation element

You can find all the information on this topic here.