Customize Search Bars

This guide shows how to define a custom way to search from a list of a given entity type's properties.

Read more about searchbars.

Default Search Bar

To search on a resource list for an entity, you must enter a SearchBar tag for the given entity.

  <SearchBar EntityType="Directory_User" Menu="Menu_Search_Directory_User" SearchBarDesignElement="Inline">    <Criterion Binding1="MainRecord.EmployeeId" PlaceHolderText_L1="Employee Id" PlaceHolderText_L2="Matricule" InputType="Auto" ColumnSize="2" />    <Criterion Binding1="MainRecord.LastName" InputType="Auto" ColumnSize="2" />    <Criterion Binding1="MainRecord.FirstName" InputType="Auto" ColumnSize="2" />    <Criterion Binding1="MainRecord.Organization" PlaceHolderText_L1="Department" PlaceHolderText_L2="D�partement" InputType="Auto" ColumnSize="2" />    <Criterion Binding1="PresenceState" InputType="ComboboxMultiSelection" ColumnSize="2" />    <Criterion Binding1="MainRecord.Location" PlaceHolderText_L1="Site" PlaceHolderText_L2="Site" InputType="Auto" ColumnSize="2" IsVisibleInAdvancedView="true" />    <Criterion Binding1="MainRecord.Company" PlaceHolderText_L1="Company" PlaceHolderText_L2="Soci�t�" InputType="Auto" ColumnSize="2" IsVisibleInAdvancedView="true" />    <Criterion Binding1="MainRecord.Title" PlaceHolderText_L1="Title" PlaceHolderText_L2="Fonction" InputType="Auto" ColumnSize="2" IsVisibleInAdvancedView="true" />    <Criterion Binding1="MainRecord.EmployeeType.Category" PlaceHolderText_L1="User Type" PlaceHolderText_L2="Cat�gorie de collaborateur" InputType="Auto" ColumnSize="2" IsVisibleInAdvancedView="true" />  </SearchBar>

Here is the visualization of this searchbar on the interface:

Ergonomically, it is recommended to hide the search symbol in a column header (in a list displayed like a table) if a criterion linked to this column is already displayed in a searchbar. This avoids filter duplication. Thus, the <CanBeFiltered> property can be deleted in the <Column> argument in the display table.

Create Default Filters

To add a default filter, you must add both of the following properties to a criterion:

• DefaultValue
• Operator

  <Criterion Binding1="PresenceState" InputType="ComboboxMultiSelection" ColumnSize="2" DefaultValue="-101;-102" Operator="Equal" />

Here is the visualization of this criterion on the interface:

Search Bar Menu

Each menu item is a link to an entity's workflow displayed under the search bar on the visualization page of the entity's resource list.

For more information, see Create Menu Item for Workflow in Resource Entity List.