Additional PeopleTools TopicsChapter 2: Understanding Search Records

Chapter2:Understanding Search Records

  • In this chapter, you will learn explains how to create and use PeopleSoft search records.
Chapter Objectives

This chapter teaches you:

  • The role of search records
  • How search records relate to the search dialog
  • How to create and add search records
Chapter Contents

This chapter contains the following topics:

Search Records...... 2

Search Record and Search Dialog...... 3

Setting the Search Record Keys...... 5

Adding Search Record to Components...... 8

Search Records

The search record is used in the search dialog of a component to refine the list of records that can be accessed.

Search records:

  • Set the search criteria through its keys and search keys
  • Can contain logic to secure data (row-level security)
  • Populate the key fields of primary record used in Level 0 of the page structure.
  • Can differ from the primary record used in Level 0
  • Must contain all the keys of the primary record in Level 0

It can be a view that concatenates information from several tables or it can be the primary table on the page’s level 0. For either scenario, the search record must contain a key list that matches the keys of the primary record.

Search Record and Search Dialog

The record definition to the search record will determine what is displayed on a search page of a component.

Component: ASU_VERIFY_ID

Search Record: PEOPLE_SRCH

Setting the Search Record Keys

When creating the record definition for the search record, you must determine the keys and the alternate search keys as well as what displays on the search list.

The keys of a Search Record must match the primary keys of the primary record of the page it is a search record. Not all keys are search keys but must be populated with data once a record is determined from the search list.

Search Record: PEOPLE_SRCH

Record Field: Emplid

Alternate Search Keys

Alternate Search Keys are designated when there is a need to find a record by an alternate path other than by its key structure. Alternate keys are never the regular keys of the record.

Other Search Record Properties

Property / Description
Search Edit / If it’s a Search key, this enforces the property and table edits of the field. Partial searches are disabled with this feature.
From/Through Search Field / From Search Field, the list contains rowsgreater than or equal to a value that the user enters. Through Search Field, list contains rows less than or equal to a value that the user enters.
Default Search Field / Controls which field name displays on the Search by drop-down list box on the search page.
Disable Advanced Search Options / Prevents advanced search options

Adding Search Record to Components

Once a search record is defined and built, it needs to be added to the component. Once the component is opened in the Application Designer, right click on the component and choose the Component Properties.

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