configuring-search-fields.md

Search fields

Search fields add the ability to filter cases. Each search field adds the ability to filter on a specific field. This page describes how the search fields can be created, read, updated and deleted.

Creating search fields

There are two methods available to create a search field:

1. Using the endpoint POST /api/v1/document-search/{documentDefinitionName}/fields and providing the following request body:

{
  "title": "title",   
  "key": "key_to_search_on",
  "path": "doc:path.to.key",
  "dataType": "date",
  "fieldType": "range",
  "matchType": "exact"
}

2. Using auto deployment. Create a json file with the same name as a document definition in /config/search/. So if there is a document definition with the name loans then the json file should be named loans.json. The content of the json file should have the following structure:

{
    "searchFields": [
        {
            "title": "title",
            "key": "key",
            "path": "doc:path.to.key",
            "dataType": "text",
            "fieldType": "single",
            "matchType": "like"
        }
    ]
}

If a specific search field is already present in the database this field is not overwritten. It was probably changed by an administrator in the user interface, these changes should be kept.

The dataType, fieldType and matchType only allow for specific values. A list of these allowed values can be found here.

Get all search fields

To retrieve all the search fields created for a certain document definition use the following endpoint: GET /api/v1/document-search/{documentDefinitionName}/fields. This will return an array of search fields.

Update existing search field

Existing search fields can be updated with new values by using the endpoint below. The endpoint below accepts a list of search fields. The ordering of search fields in this list is preserved. PUT /api/v1/document-search/{documentDefinitionName}/fields and providing the following request body:

[
  {
    "title": "title",
    "key": "key_to_search_on",
    "path": "doc:path.to.key",
    "dataType": "boolean",
    "fieldType": "single",
    "matchType": "exact"
  }
]

The dataType, fieldType and matchType only allow for specific values. A list of these allowed values can be found here.

Deleting an existing search field.

An existing search field can be deleted by calling the following endpoint: DELETE /api/v1/document-search/{documentDefinitionName}/fields?key={someKey} and providing both a query parameter with the value of the key that should be deleted.

Allowed values

This paragraph will mention all available values for each field and how to use the search types.

Title

The allowed value for title is:

• text

How to use

The title property is an optional field that appears as a label for the current search field. When the title is not defined, the default value will be the search field key translation (the original value is displayed if no translation is available).

For a better example, follow the table below:

Has title	Key has translation	Result
Yes	Yes	show title
Yes	No	show title
No	Yes	show key translation
No	No	show key value

Add translation

To add a translation to a key, a searchField key must exist under the searchFields object in the translations files.

Add the name of the created key and the label you want to display.

Follow the example below using fullname as key:

"searchFields": {
  "fullname": "Full name"
},

Key

The allowed value for key is:

• text

How to use

The key property is a unique key identified by the search field. You cannot save the search field if the key is not unique.

Path

The allowed value for path is:

• text

How to use

The property path is a path to the property you want to search on. For searching in the document's JSON schema the path should have a prefix doc: and end with a jsonpath without $.. For example:

doc:customer.firstName

doc:customer.addresses[0].street

doc:["loan-accepted"]

The path also support functions. Since the jsonpath -part is executed directly on the database, the supported functions might be different for different database types. Both MySQL and Postgres databases support the following path:

doc:customer.addresses.size()

It's also possible to search for some properties that do not exist in the document JSON schema. These properties are:

case:createdBy

case:sequence

case:assigneeFullName

Data type

The allowed values for dataType are:

• boolean
• date
• datetime
• number
• text

How to use

These values determine the type of search that will show. For example when the dataType is date the search field will be a datepicker.

Field type

The allowed values for fieldType are:

• range
• single
• multi-select-dropdown
• single-select-dropdown

How to use

The fieldType value determines how the search should be performed. For example when the fieldType is range the search field will be from/to fields. For the option single, the user can only input a single value.

Match type

The allowed values for matchType are:

• exact
• like

How to use

The matchType will determine what type of search is performed.

For example:

• Contains: When the matchType is contains and the search term is John, the result will also include a John Doe.

• Exact: If the matchType selected is exact, the value John would only be matched to the specific value John, i.e. John Doe will not be part of the result.

Adding tooltip

The Tooltips property display helps text when you hover over the question mark icon.

To add this tooltip to search fields, a searchField key must exist under searchFieldsTooltips in the translation files.

Within each file, it is possible to find a structure with existing translations. Below the searchFieldsTooltips object, add the name of the created key and the description you want to display.

Follow the example below using fullname as key:

"searchFieldsTooltips": {
  "fullname": "Enter the full name of the responsible person you want to search for"
},

This configuration is optional and will only be displayed if previously defined in the translation files.