INTRODUCTION:
Pop Search and select activity allow you to show the results grid in a custom popup. 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 a 'Pop Search and Select' activity first you need to get the data from 'GET Activity' or 'HTTPS Activity'.
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 inside the GET or HTTPS activity.
Click on the Pop Search and Select to open the Activity.
Once the Activity is opened now fill the Defaults required fields i.e. 'Title', 'Data Source' and 'Save Results In'.
You can filter the table columns. You can show all the columns of the table or the selected columns only. To select 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 correct column name and inside the 'Column Name' you can enter any name according to the columns, '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. To add the Custom button you need to click on the 'Button' to create the buttons. Once the buttons are created you will notice on the designer page under the 'Pop Search and Select' same button is created which you created inside the 'Pop Search and Select' activity.
To add the Searches 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. 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.
After executing the workflow it will pop up a 'Pop Search and Select' screen with the result, Searches and Custom buttons.
You can click on the Searches name to show the search field to make a search.
You can click on any button to perform the created event on that button. You can select the multiple values and close the pop-up. You can also double click on the value to select and close the pop-up.