Using a list of values from related database in search form

Paul Kaye

Hi
I am using a form in a query to search for records.

The same form when used to create a record gives me the option to choose a value from a list or add to the list. It is an attribute from a related object.

When I use the form in the query it just presents as a blank field. I have looked for examples but couldn't find any. Any help would be appreciated.

Paul

aware_support2

The form shows blank boxes for attributes of the related object so that the user can type required criteria for the related objects. For example, you could use a form for Account object to find all accounts where the account holder name is [user-entered]. The account holder here is an attribute on Account of type Person.

Paul Kaye

In this case I need the search to give a list of options based on the values in the related attribute. e.g. Occupation. Using a blank field leaves the search vulnerable to input errors and creates seaches on values that do not exist.
Paul

aware_support2

To get the search form to display a set of values to the user for selection, rather than a blank box, you need to specify a list of choice values for attribute Occupation on the related object and indicate that no other values allowed (this is done in the Configuration Tool). Then the form will show a drop-down box for the user to select one of the pre-defined values for the search.

Paul Kaye

Thanks for the reply. I appreciate that I can enter a list of values but in this case the list is generated by the users.

When a new record is created it refers to values used in other records and therefore generates a list for me and the user can choose to use a value from the list or add a new value.

All I want, is to be able to perform the same function in a search using the same form.

aware_support2

You will need to configure a separate form for the search. The new form can be the same as the editing form, except that on the new form you change the presentation for the attribute referring to the related object. In the Visual Element box on left, instead of Table of Items (that you probably used for the editing form) select the Drop Down option and Occupation as the displayed attribute. This should cause the system to display a drop down box for the attribute during the search filled with all Occupation values found in the system (i.e. those entered by the users).

A separate form for search should not cause any problems. When you start a search you can select an object form to use for the search. You can also select the desired form when specifying a query in the Configuration Tool.

Paul Kaye

Thanks for that. It worked.
Regards
Paul

Paul Kaye

Further to my problems with drop down lists.

I have created drop down lists for single records but now I want to use multiple ones. OK I know I'm a pain!

I created one the same way as the single record noting that the description of the drop down changed to list, which I expected, but instead of displaying the drop down list I am back to a single box with no list?

Any observations?

Regards
Paul

aware_support2

Paul,

Yes, you are right. The form controls for reference attributes during search are different for single and multiple reference attributes. We are going to change the system so that dropdown box is used in both cases. We will post a message to this topic when the software update is available.

aware_support

This is now implemented starting from build 752 available for download now.

gust

aware_support2 wrote
You will need to configure a separate form for the search. The new form can be the same as the editing form, except that on the new form you change the presentation for the attribute referring to the related object.

Hi, I did it Like you described but didnt understand that "In the Visual Element box on left, instead of Table of Items (that you probably used for the editing form) select the Drop Down option and Occupation as the displayed attribute."
In new form I remained the only needed attribute in Form section layout. And there in presentation setting I selected Displayed As: List box and also tried Checkbox. There was no DropDown option, actually I dont need it.
But when I run that query only text field is displayed.
Is it possible to run a query using Listbox or Checkbox as input in this case?

tford

gust,

Rather than trying to re-read this 2006 forum post to frame your questions, can you describe what you are trying to accomplish. A LOT has changed in AwareIM in the time since this post.

gust

I am trying to make similar what a topic starter explains.
I am using a form in a query to search for records.
The same form when used to create a record gives me the option to choose a value from a list or add to the list. It is an attribute from a related object.
I want to make a search form that will ask as an input multiple allowed related attribute that contains in the BO. Input must be Checkbox or Listbox.

tford

I want to make a search form that will ask as an input multiple allowed related attribute that contains in the BO. Input must be Checkbox or Listbox.

Queries with "Use Form" checked do not support multiple allowed on the Search Form attributes. Listbox attributes will not appear as a listbox.

As an alternative, you can collect and store the search criteria in the RegularUser BO (or any use in the SystemUser BO Group) and then use the RegularUser attribute in a search FIND action like:

FIND Company WHERE Company IN LoggedInRegularUser.CompaniesSelected

The Seach form can appear in the top Content Panel of a Visual Perspective while the query showing search results can appear in the lower Content Panel.

gust

Trying to make it the way you explained. Do you mean this way is possible to have searchform multiple allowed as input?
Or it is not possible at all in AwareIM to make a search form that will ask as an input multiple allowed related attribute that contains in the BO? Support could you comment this also...

Also i tried this Rule but it is not accepted by AwareIm. 🙁 Why?
If Order_Information.CategorySelected Then
FIND Order_Information.Supplier WHERE Order_Information.Supplier.Category=Order_Information.Category

tford

Do you mean this way is possible to have searchform multiple allowed as input?

Yes, Multiple Allowed will work as I described.

If Order_Information.CategorySelected Then
FIND Order_Information.Supplier WHERE Order_Information.Supplier.Category=Order_Information.Category[/quote

No, you can not have an IF condition in the FIND action. Maybe you could try to include that in your WHERE section??

gust

Thanks for your help! I did it in another way, it worked for me.

I created a process in Order BO -
ENTER NEW QueryParametersObject WITH QueryParametersObject.Category=Order_Information.Category
PICK ONE OR MORE FROM Supplier WHERE Supplier.Category=QueryParametersObject.Category

So as a result of process I have a list box of Supplier of chosen category/ies.
I am glad I managed to do it in AwareIm.

Now the problem is how to make this Order form appear only in selected/picked up supplier's accounts?

I think for that:

In Supplier account a menu link to query must be created (Rule - FIND Order WHERE Order.State='Estimation')
The process above must contain State=Estimation
In Order BO there must be a rule -
IF State=Estimation
PROTECT Order FROM ALL EXCEPT Administrator,System,SuppliersSelected

The last word SuppliersSelected I think is not correct and wont work, So how should it be written?

nlarson

almost exactly the issue I have in another tread, where you want to hide based on data rather than an Access Level group. Keeping my fingers crossed.

aware_support

You need to mark selected accounts with a flag and your rule should check this flag:

IF State=Estimation OR Supplier.IsSelected THEN PROTECT ...

aware_support

Or maybe put selection into a separate list rather than marking it with a flag:

IF Supplier IN SomeObject.SelectedSuppliers THEN
PROTECT ...