Search
The Search area contains the global search as well as all available info area-related searches from the SMARTBOOK menu by default.
The user can open the Search area by clicking on the button. The Search button is available throughout the application.
Find as you type is activated for all searches by default. The user can tap on the desired record in the search result to switch to the record's details view.
Configuring the Search Menu
In CRM.Client you need to define the info area-related searches in an application menu
named $AppSearchMenu
.
To define your own search menu:
- Add an application menu named
$AppSearchMenu
. - Add the desired items and assign the following action templates.
Application Menu Action Name
Action Template
$GlobalSearch
see GlobalSearch.
For each info area an application menu action
see RecordListView.
The configuration is shown in the screenshot below:The resulting menu can consist of the following items:
The global search: Data is searched in all info areas on the device (offline mode). Info area-related searches: You must create a context menu action with the RecordListView
action template assigned for each info area. All other action templates are ignored.History search: The recently viewed records are listed. Attention: History Search is not supported in this release of CRM.Client.Favorites: The records you defined as Favorites are listed. Attention: Favourites is not supported in this release of CRM.Client.
Searching Several Info Areas (Global Search)
The Global Search is included in the default configuration. This search includes more than one info area. You can define the info areas to be searched in the Quick Search area. The user can access the Global Search from the application menu.
To define the Global Search:
- Click on Quick Search on the CRM.designer start page:
- Define the fields in the info areas to be searched:
- Click on (Edit) besides an item to change the existing setting.
- Click on (Add) at the end of the list to add a new info area, and then define the settings for the search.
FullTextSearch
web configuration parameter does not apply to
the global search for performance reasons.Configuring the Search&List Page for Info Area Searches
After searching for data, the hits are listed in the Search&List page. For the Search&List page define the following configuration units for the desired info areas in CRM.designer:
- Search control: Defines the fields that are searched in the database. These fields
are shown in the application's search field as ghost text.
- List control: Defines the data displayed in lists.
You can also define that an icon is displayed for the info area. Assign an image with the same name as the info area ID (for example, FI for company) in the Expand Page configuration:
- Search header: The header is defined in the header group and then assigned in the
Search&List configuration. You can add to a header group:
- The page's title (header text, defined in the Text field).
- Buttons: If you add buttons, the first three buttons are displayed as quick actions on the left side of the header, the other buttons can be accessed by the Actions menu on the right side.