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:
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- 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' activityPop Search and select' activity.
- Once the Activity is opened now fill the Defaults required fields i.e. 'Title', 'Data Source' and 'Save Results In'.
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- 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.
Data Sources:
- You can add the multiple 'Data Source' to view the different data lists or make a search on the different data lists and and also you can select choose which column you want to show for selected 'Data Source'.
- After selecting the 'Data Source'. You can add multiple 'Search' by clicking on the 'Searches' button for every 'Data Source'.
- After clicking on the 'Searches' you will get a search panel to configure the search as shown in the above picture. Enter the search name inside the 'Search Name' field.
- Select the search option type "Filter in data Data Source" if you want the search result faster. This will search in selected 'Data Source'.
- Select the search option type "Search in new Data Source".This will make a search in the 'Database' if some new value is updated then it will also get the updated value. To achieve this search you need to add the same activity with the same configuration on the Search Button whose 'Data Source' you are using for the search.
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Step 1: - Select the 'HTTPS' activity 'Save Result In' variable from the options as Data Source inside the 'Pop Search and Select' as shown below.
Step 2:- Now create the search for the selected Data Source by clicking on the 'Searches' button. Select the "Search in new data Source" option to achieve the server-side searching.
Step 3: - Enter the custom 'Search Name' and or the 'Property' values (search property) inside the 'Enter Property' fields.
step 4: After creating the search you will notice there is a button created with the same name as 'Search Name' (For this example 'Customer Search' is the 'Search Name') on the designer page under the 'Pop Search and Select' activity.
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Steps 7:- Click on the 'ADD QUERY CONDITION' to add the query parameters. After creating the query parameter you will get the two fields 'Property' and 'Enter Value'.In the Property field provide the correct 'column name' on which you want to apply the search and in 'Enter Value' press ' Opening curly bracket' (" { ") button to open the autocomplete list. Once the list is opened select the 'Search' option as shown below.
Note: You can add the values manually if the search option is not showing in the autocomplete list. ex- {search.customer_search.name}
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Steps 10:- Select the correct search field name for the 'Property' values. After selecting the search field press the 'Closing curly bracket' (" } ") button. You can add multiple query options according to your searches.
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- You can add multiple search fields by clicking on the 'Add Search Fields' text as shown below. After clicking on it, It will add a panel with 'Search byEnter Property' and 'Display Name (Optional)' fields.
- Enter the search field name(column name) inside the 'Search byEnter Property' fields field on which you want to make a search. The 'Display Name' field is used to show the search field name if this field is empty then it will take 'Search byEnter Property' field value as a display name.
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- 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.
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