Additional PeopleTools Topics

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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
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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.
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
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.
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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.
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and Arizona State University
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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.
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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.
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and Arizona State University
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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.
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02/13/16
Additional PeopleTools Topics
Chapter 2: Understanding Search Records
Other Search Record Properties
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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
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and Arizona State University
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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.
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and Arizona State University
02/13/16
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