Field or column

Description

Label

Type a name (maximum 250 characters). This name appears as a label for the field on the Filter tab or search criteria section of the search screen. It indicates to the user what information to enter in the field for the search criteria.

Note: A colon (:) is automatically placed after the label text in the search view.

Field

Do one of the following to select a field that will appear on the Filter tab or search criteria section of the search screen as a search qualifier:

•System—Allows you to select a system field from the drop-down list.

When you select a system field that links to another object table in the TeamConnect object model, an Object Navigator icon and field appear. You can use these to add attributes of related and sub-objects as qualifiers. For example, in an account search view, you can include the company of the involved party who can post transactions to the account. For more details, see Using Object Navigator.

You can also select System to create a section title that appears on the Filter tab or the search criteria section of the search screen. For details, see Creating Section Titles. Upon clicking System, you are given the option of how to view the field on the Filter tab or search criteria section of the search screen:

oDrop-down list

oMulti-select list

Choose the option that fits best with your user interface.

•Custom—Allows you to select a category and a custom field name from two drop-down lists.

When you select a custom field of type Custom Object or Involved, an Object Navigator field appears. You can use it to add custom fields from other custom objects or Involved records as qualifiers. For instance, if Claim is a child of Policy, you can use Policy custom fields from any category as qualifiers in a Claim search view.

For many fields, you are given the option of how to view the field on the Filter tab or search criteria section of the search screen:

oDrop-down list

oMulti-select list

oSearch field

oMulti-select search field

Choose the option that fits best with your user interface. The "search field" options use auto-suggest; after the user types two or more characters in the field, a list of matching records (up to a maximum of 10) appears next to the field and the user can click on a list entry to select it. The user can also click the search icon to launch a separate page on which they will select a value for the field.

•Related Object—Allows you to select a related, child, embedded, or sub-object from the drop-down list. Then, use Object Navigator to select a field from that object as a qualifier.

Caution: If the search view is set to be available in the search module, do NOT add search qualifiers that also use the search module, such as certain custom fields of type Custom Object or Involved. These fields will not be displayed properly in the search module window. For more details, see About Search Views in Search Modules.

Condition

If desired, create a default condition for the qualifier. For most fields, you can select an operator only, or an operator with a value.

If you do not specify an operator or value in the condition, and the Visible check-box is selected for the qualifier, then the default operator appears in the search criteria of the object's search screen. The user is able to set the operator and value as desired.

Row Order

Type an integer for the Row Order in which the qualifiers appear. Qualifiers are listed vertically in the search criteria of the object's search screen, using the order you specify. The display order should be useful for users when they are entering search criteria.

Warning: If multiple qualifiers have the same row order, only one will appear at runtime. Be sure to use unique values for Row Order.

Column

Select the column in which the search qualifier will be listed in the search criteria of the object's search screen. Choose Column 1 to display the qualifier in the left column of the screen; choose Column 2 to display the qualifier in the right column of the screen. The ability to choose which column the search qualifier filter will reside in gives you greater control of the screen elements and offers the ability to manipulate the layout of the object's search screen.

Visible

Select whether the qualifier for the search view is visible. If the qualifier is not visible, users do not see the field and are unable to enter criteria in this field on the Filter tab or the search criteria section of the object's search screen.

Important: Invisible qualifiers must have a condition value.

For details, see Visible and Invisible Qualifiers.

Search Qualifiers List

Displays a list of existing qualifiers for the search view. Select the check-box next to a search qualifier and click edit or delete to modify any of its items—except for the Field column, which cannot be edited.

If the qualifier was selected with Object Navigator, the first 90 characters of the Object Navigator path appear in the Attribute column. For more details on paths, see Using Object Navigator.