Chapter 2: 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 02/13/16 2-1 Chapter 2: Understanding Search Records Additional PeopleTools Topics 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: The search record will determine the key list that is used to prompt the user when they select a page and an action. 2-2 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. Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 02/13/16 Additional PeopleTools Topics Chapter 2: Understanding Search Records 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 At least one key to the Search Record must be designated as a Search Key. Any field that is designated as an Alternate Search key will be displayed on the search dialog as a search key. 02/13/16 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 2-3 Chapter 2: Understanding Search Records Additional PeopleTools Topics The fields that make up the list in the search results are set in the record definition. 2-4 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 02/13/16 Additional PeopleTools Topics Chapter 2: Understanding Search Records 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 Check the Search Key box to make a key field a search key. If the record field is to appear in the list box, check List Box Item. 02/13/16 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 2-5 Chapter 2: Understanding Search Records Additional PeopleTools Topics 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. Any field of the search record can be designated as a List Box Item. A list box item does not have to be a Search Key or an Alternate Search Key. 2-6 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 02/13/16 Additional PeopleTools Topics Chapter 2: Understanding Search Records Other Search Record Properties 02/13/16 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 rows greater 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 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 2-7 Chapter 2: Understanding Search Records Additional PeopleTools Topics 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. Sets which record is to be used for the search dialog Specify a different search record when an Add action is taken on the component. 2-8 Proprietary and Confidential to CedarCrestone, Inc. and Arizona State University 02/13/16