OVERVIEW:
- The 'Pop Search and Select' activity allows you to show the results grid in a custom popup inside Oracle Service Cloud and perform search & select operations. In the PopFlow Studio, you can configure the 'Pop Search and Select' activity.
- After opening 'Pop Search and select' activity, you will get the below configuration panel.
Default Configuration Parameters:
...
- Select the 'Pop Search and select' activity from 'Activity Sidebar'.
- Click on 'Pop Search and select' activity to open and configure the 'Set Interaction Data' activity.
- Once the Activity is opened now fill the Defaults required fields i.e. 'Title', 'Data Source' and 'Save Results In'.
...
- To select the 'Data Source' value we need to have either 'HTTPS' or 'GET DATA' activity result.
- In this example, we will be using 'HTTPS' activity to fetch the data from the API and show the result in 'Pop Search and Select'. To configure the 'HTTPS' activity please refer to the 'HTTPS' activity documents.
- After configuration of 'HTTPS' activity adds a 'Pop Search and Select' activity on the 'SUCCESS' button of 'HTTPS' activity as shown below.
- Now configure the Default fields 'Pop Search and Select' activity as shown below.
Searches:
- You can add the multiple searches in the selected 'Data Source' to search the data from the list and also you can select which column you want to show for selected 'Data Source'.
- After selecting the 'Data Source'. You can add multiple 'Search Options' by clicking on the 'Search Options' button.
...
- Select the 'HTTPS' activity result as Data Source inside the 'Pop Search and Select' as shown below.
- Now create the search for the selected Data Source by clicking on the 'Search Options' button. Enter the search name and select the "Filter in new Data Source" button and Add Search fields to make a search. You can add Search fields by Clicking on the 'Add Search Fields' text.
- After creating the search you will notice there is a button created with the same name as 'Search Name' on the designer page under the 'Pop Search and Select' activity.
...
- To add the Custom button you need to click on the 'Button' icon to create the buttons. After clicking on the 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 several tasks on a button click.
After executing the workflow below pop-up will be shown in the Oracle service cloud.
...