Pop Search and Select v1

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:

• Title: The title to be shown in the popup window.
• Allow Multi Selection: Select multiple rows in the popup window./ User Double Click on Grid: Select the single data and closes the popup.
• 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 results pop-up in the oracle service cloud.
• Once you have created the 'Get data' activity now you can create the 'Pop Search and Select' activity under 'Get data'  activity. In the designer page click on 'MULTIPLE MATCH'  button of 'Get Data' activity to open the Activity sidebar. Now select the 'Pop Search and Select' Activity.

• Now you can see the activity has been created under the 'GET data' 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 display all the columns of the table or You can define the columns that will be displayed in the search grid. To 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 column path value and inside the 'Column Name' you can enter any friendly name for the 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.

Adding Buttons: 

• 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.

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.       

 Configuration Parameters:-

1. Search Name: The type of search to perform. This can be any text that describes the search to be performed.
2. Default Value:  The default search text to display in the popup for the given search type. This field is optional.
3. Column To Show: please refer to the 'Column to show' section above. This is Optional.

•  Once the Searches are created you will notice on the designer page has changed under the 'Pop Search and Select'  some button is created which you created inside the 'Pop Search and Select' activity in the Search Options. You can add multiple activities on that button to perform the several tasks on a button click.

• 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 below pop-up will be shown in the Oracle service cloud.

• After executing the workflow it will pop up a 'Pop Search and Select' screen with the result, Searches and Custom buttons as shown below.

1. The title of the popup.
2. The Data Sources which we selected while configuring the 'Pop Search and Select'.
3. The search field:
    a. A default value can be provided for the search text. {ANI} for example. you can search using the default value or change the value to search on.
4. The search button:
    a. The activities in the definition (i.e. GetContact in this example) will be executed when the search button is clicked.
5. Multiple buttons can be configured. When the button is clicked then the activities define for that button will be executed. For example, the “Notification” button could be defined to show a notification based on the selected row.
6. The Searches which we created while configuring the 'Pop Search and Select'.
7. You can select multiple rows by clicking on the checkbox.
8. The Column Name of the Popup.