INTRODUCTIONOVERVIEW:
The 'Pop Search and select Select' activity allow allows you to show the results grid in a custom popup inside Oracle Service Cloud. You can select multiple values from the result and can execute workflows based on user selection. Also, Users can create Custom buttons and can execute different activities on the buttons. This activity also allows the user to make the search in the result.
HOW IT WORKS:
To create You can select a particular row of data and/or click on a configured button.
After clicking on the button PopFlow can then act on the selection using the 'Pop Search and select' activity.
In the PopFlow Studio, you can configure the 'Pop Search and Select' activity.
Default Configuration Parameters:
- Title: The title to be shown in the popup window.
- Data Source: The data to be displayed in the popup search results grid.
- Save Results In: Selected row will be stored in this.
Add Button allows you to add buttons to the popup. When the button is clicked, the activities defined in the button definition will be executed.
Add Search Selection allows you to add searches to the popup. When the search type is selected, and the search button is clicked the activities defined in the search selection definition will be executed.
HOW IT WORKS:
A Simple Example to configure the 'Pop Search and Select' activity in PopFlow Studio.
- To configure a 'Pop Search and Select' activity first you need to get the data from 'GET Activity' or 'HTTPS Activity'.
- This example is created with the 'GET DATA' activity to get the data. We are fetching the contact information from the database to show the pop-up in the oracle service cloud.
- Once you have created the 'GET' activity or 'HTTPS' activity now you can create the 'Pop Search and Select' activity under 'GET' or 'HTTPS' activity. Click on any child button to open the Activity sidebar. Now select the 'Pop Search and Select' Activity.
- Now you can see the activity has been created
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- under the GET or HTTPS activity.
- Click on the 'Pop Search and Select' to open the Activity panel.
- Once the Activity is opened now fill the Defaults required fields i.e. 'Title', 'Data Source' and 'Save Results In'.
Columns To Show
- You can
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- display all the columns of the table or You can define the
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- columns that will be displayed in the search grid. To
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- define the columns click on the 'Columns To Show' button to create the fields. After clicking on button it will create a panel with 'Column Path' and 'Column Name' fields. In the 'Column Path' field enter the
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- column
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- path value and inside the 'Column Name' you can enter any friendly name
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- for the
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- title, 'Column Name' field is optional you can either enter the value or left it blank. If the 'Column Name' field is empty it will show the 'Column Path' Value as a Column Name.
You can also add the Custom Button's on the pop-up screen to perform the different activities event.
Adding Buttons:
- To add the Custom button you need to click on the 'Button' icon to create the buttons. After clicking on button, you will see a field name as 'Name' and a checkbox name as 'Close Popup'. Enter the Button name inside the field and click on the checkbox if you want to close the pop-up after clicking on the button in the Oracle service cloud. You can create multiple buttons. Once the buttons are created you will notice on the designer page has changed under the 'Pop Search and Select' same button is created which you created inside the 'Pop Search and Select' activity. You can add multiple activities on that button to perform the sevreal task on a button click.
To add the Searches click
Adding Search Options:
- Click on the 'Search Options' button to create the Searches. After clicking on button it will create the 'Search Field' name section and 'Column to show' for the searches.
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Configuration Parameters:-
- Search Name: The type of search to perform. This can be any text that describes the search to be performed.
- Enter the column name on which you want to make searches and you can also enter the default search value inside the 'Default Value' fields. You can create the 'column to show' same as you have created in the data source section. Once the Searches is created you will notice on the designer page under the 'Pop Search and Select' with the same names as searches button is created. You can add any activity on the search button and can execute on every search.
Once the 'Pop Search and Select' Activity is completed click outside the panel to close and save it. Now You will notice there are many buttons created if you have created 'buttons' and 'searches' inside the 'Pop Search and Select' activity.
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