Real-Time Component Search Results

In classic Peoplesoft Internet Architecture (PIA), the system is responsible of building the component search page to the user automatically, without any additional effort required by a developer. The system uses built-in logic to create the component search page based on the search keys defined on the search record for the component. Unfortunately, this no longer works with Fluid.

When using the Fluid interface we can find that the system is not generating the search page in real-time. We will need to create a Pivot Grid using our component as the data source to build a search page in it. The Pivot Grid automatically generates the underlying query using the search keys defined in component records, and fills our search page.

Also, we need to specify which type of page we will use through the component properties in Application Designer. The two available real-time search page types are Standard and Master/Detail.  

This is an example of the fields and control layout for a Fluid real-time results search page:

Standard Real-time Component Search

For this type of search page available in the component properties, the system will display the component when we select a result in the search page. However, unlike the Master/Detail type, the search results will not be displayed in the left panel. We can use the Previous in List and Next in List buttons to travel through the search results.

When selecting the standard search page option in the component, the List option in the Pivot Grid view options will be optional.

Master Details Real-time Component Search

When we select the Master/Detail search page type in the component, we need to ensure that the Pivot Grid created for the component has either Grid and List or List in the view options. List view is mandatory when you select a master detail search page, because the search results will be displayed in the left panel of the component as a list view when we select a search result.

We can travel through the search results after selecting a result using the Previous in List and Next in List buttons, like in the standard search page, and also with the list that will appear in the left panel as we mentioned.

Now we will introduce how to create the necessary elements and Fluid component configuration, so we can use the real-time search page types explained before.

Fluid component properties setup

In Application Designer we must go to component properties and Fluid tab and select the intended Search Page Type.

We have three available options:

  • None: This option disables the search page for the component. Also, the developer must bypass the search by, for example, the PeopleCode SearchInit Event.
  • Standard: With this option we will select the standard search page which will allow users to view the search results and explore the component.
  • Master/Detail: Finally, the Master/Detail option will add the possibility to maintain the results in the left panel when we have selected a result, while the component is being shown in the right side.

Pivot Grid creation for Real-time Search

As we have mentioned before, we will need to build a Pivot Grid based on our component. Here are some items to keep in mind while using the Pivot Grid Wizard:

  • In the second step of the wizard we must setup the Data Source Type as Component, and then enter the name of the fluid component in the Component Name field.
  • In the fourth step, we need to ensure that the default view in the view options is setup as Chart Only.
  • Again in the fourth step, in Fluid Mode Options, we can setup the Viewer Options to establish how the results will appear. If we have selected the Master/Detail option in the component, we must select either Grid and List or List for Results View. For the standard search page option, also Grid  will be a valid option.

Search default values for Real-Time Search

In a Fluid component, when search is enabled and a user accesses the component,  the system shows the search results using the default search criteria, defined by the developer. If no criteria is defined, the system will display an empty page, which will affect the user experience.

This default criteria can be defined using these options:

  • Introducing the default values in section Select Query Prompt Values in third step of Pivot Grid Wizard.
  • Modifying the default value of a Search Key in the  Record Field > Use tab in the Search Record, using the application designer.
  • Using the SearchInit PeopleCode event to set a particular value to a Search Record value. (RECORD_NAME.FIELD_NAME.Value = “Value”;).

Keep in mind that while using these options, the system will prioritize the configuration following this order: SearchInit PeopleCode > Record Field Default Value > Query Prompt Values.

Setup for search results visualization when using List option in Pivot Grid

If we have selected the Grid and List or List view option in the Pivot Grid for the search page, we must set up how the results will be displayed. First, we will need to create two catalog messages, one for the Title and another for Summary, which later will be included in the Fluid Mode > List View Options of the Pivot Grid setup. Additionally, we can use parameters in our catalog messages text and define which fields will fill the information from the Pivot Grid Data Source Columns.

 

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Jesus Fernandez