UnifiedSearch
This rule is a global rule and can be overridable at primary company level.
- The UnifiedSearch rule will have "Entity"as the array of attributes that are repeatable.
- This attribute shall hold the list of entities in an order that specify the search criteria corresponding to that entity.
- The entities not specified in 'Entity' array but allowed by security will be displayed below the entities specified in 'Entity' array.
- Each 'Entity' will hold the list of 'Criteria' that the entity can be searched by.
- The string entered by the user will be compared to only columns corresponding to criteria specified in the configuration. The first 'Entity' in the list will be treated as default entity.
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>