Data searches

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Data searches

Overview

Once you have initially depicted the different contexts for your stakeholders, as described at Contexts, you will now be able to sort out the things that apply to a stakeholder while specifically found under a given context.

Defining searches that a stakeholder can perform directly in data, are among these things you classify per context.

 

These searches are known as Data searches and will display filtering information by a given criteria, and afterward potentially launching actions for the matching records.

 

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Searches per context

Recall that data searches are also defined per context, and this means that different searching options (target entities, their filters or displayed information) can be presented to stakeholders depending on the context they are in.

Defining searches is done by defining a form with relevant fields that can be filtered or marked in runtime for the stakeholder to include such information in results.

 

Defining searches

In order to define applicable data searches for each context, hover on that context and use the Actions_00 icon to include a new one, while in the My searches tab.

 

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Give the data search a Display name, and select the Entity on which this search will run.

Click on Add new form to define the search form in the Forms designer (alternatively, select one from the drop-down list whose context entity is the same entity selected):

 

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Notice you may use the controls presented at Query controls, and ensure you give this form a Display name in its properties.

When done, save the form and click on Ok.

 

 

Managing data searches

At anytime you may move data searches from one context to another by dragging and dropping that definition:

 

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You may also delete unused searches by clicking on the 3-dotted option and selecting Delete search:

 

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Additional configuration

Consider the following aspects which you can configure when choosing not to use the default configuration for data search results.

 

Summary information of records

By default, Bizagi uses a basic template to display information of searched for records .

Such template uses random attributes of the entity that was searched.

You may choose to define your own data templates to display information, be it for list of records (referred to as List type templates), or when viewing one specific record (referred to as Content type template).

For more information on how to do this, refer to Data templates.