Form field search

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(Redirected from Form Field Search)

This is a search within process management. The search is done of the forms of a view of a process. It is for both staff and agent users.

Table of contents
1 The search

1.1 Eligable field types

2 Results/search page
3 Running the search
4 Security

4.1 Modules

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The search

A full text search is conducted within one field at a time.

  • The fields are listed in the same order as in the template
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Eligable field types

  • Each field (except: yes/no, supplier (fixed), link (fixed), label, description, date and line)
  • "Actions"
  • "Notes"
  • "Participants"
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Results/search page

The search results are displayed using the "Select a form grid".

  • Allows paging & sorting
  • Allows different views to be used (changing redoes the search). The view defines the columns.
  • Allows downloading to Excel. The columns of the current view are used and the forms included match the search results.
  • If a query has not been entered yet the grid is not displayed

The differences between the results page and the select a form page are:

  • Page title says {PROCESS} search
  • There is a text box under the page title with the query (the user can lunch another search from here as well)
  • There is no "Edit views" link or "Summary" link.
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Running the search

There are 2 links to the form search page

  • From a link on the more searches page. Each process is listed on this page separately. When the user arrives at the form search page the query field will be blank, the grid hidden, and the default view will be "All".
  • From the "Select a form" page. We will add a "Search" link to the grid control bar that will go to the form search page with the current processes and view selected.

If the user accesses the form search page without a process (URL hacking) they will be redirected to the process management page (staff) or home page (agent user).

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Security

Results will only include forms that the user is allowed to see. In other words, the forms listed in the search results is a subset of the forms they can see in the regular "All" view.

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Modules

  • The form field search requires the "Process management" module.
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  • This page was last modified 21:09, 1 Dec 2005.
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