Configuring Data Sources for DataSearch

You can use the DataSearch Source Setup form to configure which IDOs (sources) to search.

The DataSearch form has some built-in data sources. You can configure additional data sources through the DataSearch Source Setup form. Follow these steps to configure a new data source:

1. Specify the name and associated IDO for the source. Each DataSearch source can use only one IDO.

   NOTE: To search a multi-level structure, such as Orders and Order Lines, you must either set up multiple DataSearch sources or add the appropriate columns from the second tier (Order Lines) to the selected IDO (Orders).

2. To filter the IDO to limit the search results, define the IDO filter expression.

   For example, in the Customer Order Lines source, you could specify Stat='O' AND QtyShipped < QtyOrdered to only search unshipped/open lines. Click Filter to display a dialog box to help you set up the filter expression. For more information, see DataSearch Source Filter Setup.

3. Use the Record Cap fields to limit the amount of data that is initially displayed in the search results. Record Cap options are:
   • Use System Setting: Use the Mongoose record cap setting.
   • Use Specified Max: Specify a maximum value in the Record Cap Value field.
   • Retrieve All: This option can affect system performance if many records are retrieved.
4. Optionally, specify a caption that displays in the Source column on the search results. The value you specify is translated if it is a string; otherwise, the literal value is displayed. You can use this field to define a translatable name for the search source. If this field is blank, the source name is used as the caption.
5. Use the Order By fields to sort the search results. Select a property and an order (ascending or descending) and click Add to create the OrderBy expression.

   NOTE: You can override the Order By clause in the DataSearch Results by using a Sort By statement at the DataView Layout level.

6. On the General tab, select the IDO properties to be searched, as well as the IDO properties to be displayed in the results. Click Select Search Properties to select the same properties in the "To Show" grid that are selected in the "To Search" grid.

   You can select additional information to show in the search results that you do not want to include in the search. For example, if you set up a search on customer name, you could include the customer address in the "To Show" results but not in the "To Search" list.

7. On the User Permissions tab, specify which users or groups can view results from searches performed using this DataSearch source.
8. Click Launch to launch the DataSearch form with this source selected.
9. Customize how the DataSearch results should be displayed. See the "Customizing and Saving DataView Layouts" section in Searching the System with DataSearch.

Related Topics

Searching the System with DataSearch