Skip to content

Latest commit

 

History

History
80 lines (51 loc) · 4.05 KB

configuring-search-fields.md

File metadata and controls

80 lines (51 loc) · 4.05 KB

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 are used within Valtimo.

Using search fields

Configured search fields can be found on the list page of every case type. So in order to find the search fields click on Cases in the menu and then select a specific case.

Above the list of cases is a box called Search.

Search box

By clicking on that box it will expand showing all the available search fields.

Search fields

Configure search fields

An administrator is able to add, change, remove, reorder and download a file with all search fields. To see all the configured search fields go the menu Admin > Cases and select a specific case. Then click on the tab named Search fields.

Configured search fields

Available actions

Edit: When clicking on an entry in the list of search fields, a modal opens with the fields pre-filled with the selected item's data. It is possible to edit all the fields, except for the key. When clicking submit, the field data is automatically updated in the list.

Edit Configured search fields

Create: A button to create a new search field is available at the top of the displayed search field list. A modal for filling in the data will be presented when clicking on this button. It is necessary to fill in all the required data to enable the submit button. The key field is specific identification data, so if the key is not unique, you will not be able to save the search field.

Create Configured search fields

Create Configured search fields

Delete: By clicking on an entry search fields, a modal opens with the fields pre-filled with the data of the selected row. At the end of the modal, the button to delete the selected line is available. By clicking this button, the item is removed from the list.

Delete Configured search fields

Download: A button to download the list of search fields is available at the top of the displayed list. A file with all the information in the list, in json format, will be downloaded to the user's local machine.

Download Configured search fields

Download Configured search fields

Download Configured search fields

Reorder: At the end of each row of the search fields list, there are two buttons for reordering the data. The line will be moved in the corresponding direction by clicking the up or down arrow button. When there is no possibility of moving the line, the reorder buttons will be disabled.

Reorder Configured search fields

The component handles these types of search fields:

Search field Available types Editable
Title Text Editable
Key Text Not editable
Path Text Editable
Data type Text
Number
Date
Date and time
Boolean
Editable
Field type Single
Range
Multi select dropdown
Single select dropdown
Editable
Match type Exact
Contains
Editable

More information

More information about configuring search fields can be found here.