Posted: 7 Feb 2018 2:19 EST Last activity: 24 Dec 2018 12:59 EST
How to Customize the Search Filters in Case Manager Portal?
Hi we have a requirement to customize the search filters and the display grid.
The source of the grid is a data page D_pyWorkSearch which is populated by an activity pySearchWrapper . On tracing the activity I was struck at a point where an activity named "CL:Embed-ReportContent ID:pzSearch RS:Pega-SearchEngine" makes an API call pega.getSearcherAPI().
I am not sure how or what this API call does. I found a RD : pyWorkSearch in Work-. But modifying that doesn't seem to reflect on the resulting DataPage at the end. But running the RD standalone does retrieves my added column.
Also the other thing is we need to customize the search filter based on a work property. Eg: MemberID. So we need this in the Filter condition and we need the result table to show this column(This property is exposed).
Have any one made any such changes to the portal search screen?
Any insight on how to approach this would be very helpful. Thank in advance :)
What might be safer than modifying the default search would be to add a new button that you associate with your own report definition rule. That way, you can customize the search within the report definition rule.
Hi It seems the report pyWorkSearch is not retrieving any additionally added select columns. The getSearcherAPI() API call populates it. And I read that its best practice to use this search rather than customizing the actual search itself.
As the "DATA-CUSTOMPROPERTIES-SEARCH" instances works only when called from pxRetrieveSearchData, which will be called only from the actual search itself.
Thanks for the reply anyways :)
Any insight on the API call would be very helpful.