Configuring the Find Similar component

This topic describes the high-level steps involved in configuring the Find Similar component.

The Find Similar component is configured via its configuration menu:

A configuration task will be to add one or more header fields. A header field is a property or dimension value that identifies the starting record in the header of the Find Similar dialog. (The starting record is the record that the user is viewing in the Record Details component.) In this example of the Find Similar, the two configured header fields are the P_Name (whose display name is Name) and P_WineID (display name is WineID) properties:

To configure the Find Similar component:

  1. After adding a Find Similar component to a page, click its .... button and then click Preferences.

    The Find Similar edit view appears.
  2. Select from the available data sources in the drop-down list, and then click Update data source to bind your selection to the component.

  3. Add a header field:
    1. Click Add New Field.
    2. Type the name of the property or dimension value in the text field.
    3. Click Update.

  4. If desired, you can add more header fields by repeating Step 3.
  5. Configure which dimensions are shown in the Find Similar dialog:
    1. Check Include all dimensions to include all dimensions in the dialog.
    2. If Include all dimensions is unchecked, the Hidden Dimensions and Selected Dimensions lists display (as shown in the following example) and you can select which dimensions to hide or include.

  6. Check Calculate projected results to show how many similar results will be returned with the selected dimensions.

  7. Check Show "Return to Record Details" link to show a link that allows the end user to clear the dimensions listed in the Find Similar dialog and return to the Record Details component.

  8. In the Multiselect collapse/expand threshold field, set the number of dimension values after which the list can be collapsed.

  9. Optionally, use the Targeted Page field to specify a separate page to display the Find Similar results. Keep in mind that the target page must have a Results Table component.

  10. Click Save Preferences to save your changes.

To illustrate how the Multiselect collapse/expand threshold setting works, assume that it has been set to three. In the example below, six values are selected for the Body dimension. Because the threshold is set at 3, the user has the option to collapse the list (highlighted below).