UnifiedSearch

This rule is a global rule and can be overridable at primary company level.

Note: In case of absence of criteria configuration for any entity, the search is performed against entities as per the criteria given in the table Default entity / criteria table . Example : If in the rule, in 'entity' array if criteria for case is not specified then it is referred from table 'Default entity / criteria table' given below.

UnifiedSearch Elements/Attributes

Element/Tag Attribute Definition Element/Attribute Value and Description

<UnifiedSearch>

 

The opening and closing tags of the UnifiedSearch business rule.

 

<Entity> ENTITYNAME Required, repeatable element: Opening and closing tag of the element entity. Indicates and defines entity that can be searched using quick search. ENTITYNAME allows configurer to specify the name of the entity.
<Criteria>  

Required, repeatable element: Opening and closing tag of the element criteria.

Indicates and defines criteria that the entity can be searched by using quick search.

 
<Name>   Required element: Defines the name of the criteria.  
<DisplayName>   Required element: Defines the display name of the criteria. It shall be used to display the ghost text.  
<Group>  

Required Element: This tag identifies the table where the specified field is stored.

Note: The name of the table should be mentioned without the prefix As. For e.g.: for the Fixed field, DisbursementNumber, <Group> tag is defined as below: <Group>Disbursement</Group>

 

XML Schema

<UnifiedSearch>
<Entity ENTITYNAME="Policy|Client|Customer|Case|Disbursement|Suspense|Bill">
<Criteria>
<Name></Name>
<DisplayName></DisplayName>
</Criteria>
<Criteria>
<Name></Name>
<DisplayName></DisplayName>
</Criteria>
</Entity>
</UnifiedSearch>

XML Example

<UnifiedSearch>
<Entity ENTITYNAME="Policy">
<Criteria>
<Name>PolicyName</Name>
<DisplayName>Policy Name</DisplayName>
</Criteria>
<Criteria>
<Name>PolicyNumber</Name>
<DisplayName>Policy Number</DisplayName>
</Criteria>
</Entity>
</UnifiedSearch>

 

 

 

 

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