Search

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Search

Use

The Search control allow searches over entities based on one or more attributes that act as keys.

 

Considerations

An additional window is used to enter the search criteria and present results, wherein the end user is able to select the desired value.

When a search criteria is filled and Bizagi finds matches for the information, a table will be presented with the information.

Searches can be approximate or exact. When using approximate searches Bizagi will search over the records using the first letters three entered in a search text box.

Ensure the control is editable. If read-only the end user will not be able to perform any searches.

The results can be sorted defining the attribute and the order in the Search form.

 

 

Related to attribute types

Search controls are related attributes with relationship to Master, Parameter and System entities.

When a Master entity is dragged to the Display Area, Bizagi will automatically interpret it as a Search Control.

To use a Search control in Parameter or System entities, right-click  the control, select Convert to, and then the Search control option.

 

Properties

The following properties are exclusive to the Search control:

 

Basic tab

 

PROPERTY

DESCRIPTION

Search form

Defines the form used to instigate searches.

This form is divided in two sections:

the search criteria that includes the attributes of the entity to search on, for example Customer

the search results that includes the attributes of the records found, for example Address, Telephone etc.

Display attribute

Defines the attribute of the entity for display in the Work Portal.

For example, the City entity has three attributes namely City name, City Area code and City initials. In order for the end user to easily recognize the City, the Display Attribute can be set to City name.

 

 

Advanced tab

 

PROPERTY

DESCRIPTION

Submit on change

This property is deprecated. We suggest using Actions and Validations.

When enabled, on selecting a value from the control, the form will refresh and execute all Actions, Validations and visibility rules, saving what has been entered.

Allow full search

If selected the search will be performed to match ANY part of the content of the Display attribute.

For example, searching over the Customer entity in the attribute Name.

There is a customer named Julie Jackson. If the end user types "acks" Bizagi will find this record, since the entered string is found within the Name. If the property is disabled Bizagi will NOT find a record.

By default, this property is disabled and the prediction is based on the first letter of the target word. We strongly recommend to enable it in order to perform more accurate searches.

Allow clear

Enables end users to clear the data filled from a previous search.

Max records

Defines the maximum number of results that can be displayed. Bizagi displays 10 records by default.

Filter

Allows you to define a smaller set of values from the list of all possible values in the entity. Bizagi only display the records that meet the filter condition defined in a Boolean expression.

Allow new records

Enables the possibility to add new records to the entity on which search is based.

New records form

Displays the form to enter all the data of the new record to be added.

This property is required when new records are allowed (Allow new records property is enabled)

 

Allow clear example.

Note the Customer information namely the Address and Telephone control entries are cleared.

 

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Example

In a Purchase Request Process it is necessary to search for the Customer. Consequently a Search control is required.

 

1. You need a Master entity in which all the Customer's information is stored. There must be an attribute in the Process Entity pointing to the Master entity; this will be done using a related attribute relationship between Purchase Request (Process Entity) and Customer (Master entity).

 

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2. In the Forms Designer identify the Customer attribute . Drag and drop it in the Design area.

When you drag and drop an attribute with a related entity relationship (to a Master entity) it will be interpreted in Bizagi as a Search control.

 

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3. Select a Search form and a Display attribute.

In this case the search form was previously created, and the Display attribute will be the customer's name.

 

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4. Enable the Allow new records option and select a New records form (Add_Customer).

 

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5. In the form add the Customer's attributes to be returned in the search result. We will include the customer's gender and the telephone. They will be read-only because once loaded they should not be altered.

 

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6. In the Work Portal the Customer control will be a Search control. End users can search with given criteria and select the record that matches their requirements.

 

 

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7. If new a record must be created, it will be done within the Search form.

 

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