Search

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Enable Search

Select this option to allow users to search for data.

Maximum Number of Objects Allowed in Search Results

Type or select a number to limit the number of objects in the search results. The number zero is defined as no limit. When the maximum limit is exceeded during a search, a warning is displayed. This property is useful when there is a risk that the end user can perform a search which returns too much data. The definition of btoo much dataB; varies from application to application, but is typically characterized by timeouts for the user or performance penalties for other users, and is often subject to either CPU or memory limitations.

Define common search properties

Defines the properties used for searching, either as specific search fields in the search pane, or as properties included in a generic search. Note that you must specify a filter method for all properties used in the search pane.

To modify search properties, click Modify:

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  • To add a property, in the Available list, select the property , and click Add. Note that you can choose properties defined in the Object Class itself, or properties defined in referred Object Classes. Selecting a property from a referred Object Class is somewhat similar to providing a search path to the Object Class containing the property. The user can however only enter a criterion for the selected property. You should be careful using this functionality unless the purpose is unambigious to the user.
  • To add a range roperty, in the Selected list, right click and then click Add Path. Click Range Property. and in the Range Property box select a range property. search_modify_range_property.png
  • To remove a property, in the Selected list, select the property, and click Remove.
  • To change the order of the search properties. In the Selected list, click a property, and click Move Up or Move Down.
  • To enter a name for a search property, click in the Custom Name cell for the property and press F2 to edit the name. You would typically use a custom name if the selected property is defined in a referred Object Class. For example, selecting a property named Code in a referred Object Class, would give little meaning in the context of another Object Class. In all other cases it is recommended to use the name for the selected property. If you later change the name for the property, the name for the search property change accordingly.
  • Select Include in Generic Search to include this field in simple one-field searches. If the selected field is a reference field, Genus will first try to find the reference object by it's Extact Match property and then set the identifier as a filter.
  • Click to clear Enable As Search Field if the property should not be available in the search pane. This is only possible if Include in Generic Search is selected.
  • Click to clear the Default Visible check box if the property should not be displayed in the search pane by default. This is only possible if Enable As Search Field is selected.

To change the display order for a search property, click the property in the list, and then click Move Up or Move Down.

Search Groups

All inbound properies will create a group under the objekt class. To hide one or more group for the end user, select inbound properties in this section.

Search Paths

Search Paths are used to find objects given search criteria on other Object Classes. For example, to find customers with payments placed for collection. The search paths are available as shortcuts to other object classes in the Group folder in Advanced Search.

To add a search path, do the following:

  1. Click Modify.
  2. In the list of search paths, click Add.
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  3. In the Name box, type a name for the path.
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  4. To specify a path, click Modify.
  5. A path condition defines the path from one object class to another, via other object classes if necessary. The step between two object classes is defined by conditions between the properties of the two object classes. For further information see path conditions.
  6. Click OK.

Refiners

Defines which refiners to display in the refinement panel. To create new refiners, see Create a Refiner.

  1. In the Select refiners used to explore and narrow search results list, click Add.
  2. In the Available Refiners list select the refiner you want to add, and then click Add.
  3. Click OK.