New Search Experience

11 April 2018

1. New Search Experience

1.1. Quick Search

The quick search allows users a way to easily find objects of interest. It can be used for various use cases, for example by clicking the magnifying glass in the topbar or when locating a person when editing a Part.

When the quick search is launched it opens as an overlay and the user enters a search term. The search result matching the term is presented and by clicking the search hits the user can open the corresponding object.

In more advanced use cases a search form, displayed on the left hand side, is used to further filter down the search result. The user can for instance specify that only Parts in state Released is of interest.

Quick search supports usage of Search Providers. This means that ENOVIA, EXALEAD or other data source can be used to find relevant information.

image
Figure 1. Quick Search
image
Figure 2. With Search Form

1.1.1. Configuration Format

To use this configuration format the version must be set to 2. This is done by setting the version attribute on the Search element to 2. Example: <Search version="2">

Quick search can be configured in two ways, by using specialized Search element or generic Command element.

Search has predefined configurations with default icon, label and javascript callback function to load search.

Sample configuration using Search

<Search version="2">tvc:search:hex:common/TopBarSearchV2.xml</Search>
Using Command

Command gives flexibility of define icon, label and javascript callback function within the URL element.

Sample configuration using Command

<Command>
    <Label>Search</Label>
    <FontIcon>ti-f ti-finder-f</FontIcon>
    <URL href="javascript:App.searchV2.startSearch({options: {'config': 'tvc:search:hex:common/TopBarSearchV2.xml'}});" />
</Command>

The quick search configuration files are placed in the folder search.

The root element of the configuration is <Search> and the following child elements are supported:

Name Description Example

Limit

The maximum number of search results returned.

 
<Limit>100</Limit>

upperSearchLimitValue

The maximum number of search results allowed to be displayed.

upperSearchLimitValue can be used to limit the maximum search results. Default value is set as 1000. Limit can be only between 1 and the upperSearchLimitValue.
For Index based searches like Exalead, search limit becomes page size and hence this upper search limit will become maximum page size. 
<Settings>
	<Setting name="upperSearchLimitValue" value="1000" />
</Settings>

DataFields

The data to include for the search result. For example, type, name, revision and current state.

To display files available for the object with download link, data fields format.file.name and format.file.format are to be included.

 
<DataFields>
    <DataField>type</DataField>
    <DataField>name</DataField>
    <DataField>${attribute[attribute_MaterialCategory]}</DataField>
</DataFields>
<DataFields>
    ...
    <DataField>format.file.name</DataField>
    <DataField>format.file.format</DataField>
    ...
</DataFields>

Sections

The search result is divided into sections. For example, parts is displayed in one section, documents in another and so on.

See Sections for more details.

SearchForm

Search form which allows the user to further filter down the search result.

See Search Form for more details.

 
<SearchForm ref="tvc:searchformv2:acme/PartConnectSearchForm.xml" />

InitialHitsCount

The number of hits to display in each section. A "Show more" link is supplied to view more hits.

 
<InitialHitsCount>15</InitialHitsCount>

ShowMoreHitsCount

The number of additional hits to add to the result when "show more" is clicked.

 
<ShowMoreHitsCount>50</ShowMoreHitsCount>

SearchOnCriteriaUpdate

Controls if the search is submitted when the search criteria is updated.

For example, after the user has selected state "Released" in the search form or search for "00230" in the term field a search is submitted and the search result is displayed.

This setting is useful when using indexing engine as search provider. The search is throttled to 400ms.

 
<SearchOnCriteriaUpdate>true</SearchOnCriteriaUpdate>

Settings

Additional settings for the search. These settings are accessible in SearchProvider and can be used while performing search.

 
<Settings>
    <Setting name="name-of-setting" value="the-value" />
    <Setting name="another-setting" value="another-value" />
</Settings>

Server

Triggers executed server-side at different steps during the life-cycle of a search operation.

See Server-Side Triggers for more details

 
<Server
    preSearch="com.acme.MyPreSearchHandler"
    postSearch="com.acme.MyPostSearchHandler" />

Client

Callbacks triggered on the client at specific points.

See Client-Side Callbacks for more details.

Example how to register a callback executed when the search is rendered and ready:

<Client ready="MyApp.globalSearchReady" />

UIs

It defines UI elements for rendering search result in a section. See Section UIs for more details.

 
<UIs>
    <UI id="id0" default="true">
        <Type>tile</Type>
        <TileHitTemplate>helium/templates/search/v2/primaryimage-result-hit</TileHitTemplate>
        <ResultTemplate>helium/templates/search/v2/primaryimage-result</ResultTemplate>
        <Icon>ti-f ti-menu-f</Icon>
        <Settings>
            <Setting name="title" value="Primary Image" />
        </Settings>
    </UI>
</UIs>

OpenOnLoad

Controls if the search panel should be opened by default on load. Default value is false.

When user opens or closes search panel, it will be remembered. Based on last user action, search panel will either be opened or closed. 
<OpenOnLoad>true</OpenOnLoad>

enableSelectAllCheckboxes

Defines a common checkbox as Select all to select/deselect all the checkboxes. It is applicable for UIType ranges. It will be useful when there is a long list available for selection and user wants to select all the values. In that case, instead of selecting all of them one by one, user may select them in one click using Select all check box. NOTE: default value for enableSelectAllCheckboxes is set to false.

 
<Settings>
    <Setting name="enableSelectAllCheckboxes" value="true" />
</Settings>

Specify the search provider to use in the attribute provider on the <Search> element. See Search Providers for more details and a list of available providers. Example configuring using the EXALEAD search provider :

<Search provider="exalead" />
The search provider’s callsign name is used when selecting which provider to use (instead of the qualified name of the java class)
The ENOVIA search provider is used by default

1.1.2. Sections

Search results can be rendered in sections. For example sections can be used to divide search result based on type, parts is displayed in one section, documents in another and so on. Different sections can have different views to show different set of information/attributes in different format.

The root element of the configuration is <Sections> and following child elements are supported by built-in SectionProvider:

Name Description Example

Section

Root element for defining a Section. See [Section] for detailed configuration.

 
<Sections>
    <Section>
        <Filter>
            <DataField>attribute[Material Category]</DataField>
            <Value>Rubber</Value>
        </Filter>
        <Label>acme.search.section.rubberparts</Label>
    </Section>
</Sections>

FallbackSection

Root element for fallback section. When a search result hit matches none of the defined sections, it is put into fallback section. See Built-in Section Provider for detailed configuration.

 
<Sections>
    <FallbackSection>
        <Label>acme.search.section.otherparts</Label>
    </FallbackSection>
</Sections>
FallbackSection is optional NOTE: Incorporate the disable='true' attribute in configuration settings to prevent rendering of the fallback section, ensuring hidden content as per user preferences. By default, the disable attribute is set to false, allowing the fallback section to be visible unless explicitly configured otherwise.
image
Figure 3. Sections

See Custom Section Provider for details on custom section provider.

Built-in Section Provider

Built in SectionProvider supports configuration of multiple sections. Each section defines a filter condition, which is evaluated against each search result hit and if hit matches filter condition, hit is kept in this section. Section also support different UIs or views for showing search result. For example it can used to show different attributes for parts and documents.

Name Description Example

Filter

Filter is condition based on which search result will be sectionized. It must contains a DataField against which search hit will be evaluated and a Value that will be matched.

 
<Filter>
    <DataField>attribute[Material Category]</DataField>
    <Value>Rubber</Value>
</Filter>
Not applicable on FallbackSection.

Label

Label can be used to specify title.

 
<Label>acme.search.section.softwareparts</Label>

UIs

Each section can have multiple UIs elements to render search result. See Section UIs for more details.

 
<UI id="id0" default="true">
    <Type>tile</Type>
    <TileHitTemplate>helium/templates/search/v2/primaryimage-result-hit</TileHitTemplate>
    <ResultTemplate>helium/templates/search/v2/primaryimage-result</ResultTemplate>
    <Icon>ti-f ti-menu-f</Icon>
    <Settings>
        <Setting name="title" value="Primary Image" />
    </Settings>
</UI>
Section UIs

SectionUIs or UIs are used to render search result under each section. Multiple UIs can be configured for a section and user can navigate from one UI to another. It is possible to configure UIs in Search and refer into section. SectionUI is referred using ìd attribute on elemenet UI. It is possible to refer and override SectionUI configuration in Section. The root element of the configuration is <UIs> containing multiple <UI> and the following child elements are supported in <UI>:

Name Description Example

Type

Type of view. tile is default.tile and table are the only views supported currently.

Selected view will persist for the user. 
<Type>tile</Type>

Or

<Type>table</Type>

Icon

Icon of UI to be shown for selecting UI.

 
<Icon>ti-f ti-table-f</Icon>

ResultTemplate

Template for showing search results in section. For built-in template see Built-in Tile Templates

 
<ResultTemplate>helium/templates/search/v2/primaryimage-result</ResultTemplate>

TileHitTemplate

Template to rendering each search hit and applies only to tile view. For built-in template see Built-in Tile Templates

 
<TileHitTemplate>helium/templates/search/v2/row-result-hit</TileHitTemplate>

Table

Table configuration for adding columns and applies only to table view.

Column configuration to display files of an object with download link.

For files column, data fields for format.file.name and format.file.format are to be included. 
<Table>
    <Column>
        <DataField>type</DataField>
        <Label>Type</Label>
    </Column>
</Table>
<Table>
    ...
    <Column>
        <DataField>format.file.name</DataField>
        <Label>Files</Label>
    </Column>
    ...
</Table>

Settings

Additional settings.

 
<Settings>
    <Setting name="title" value="Single Row Result" />
</Settings>

Following attribute can be defined on root element SectionUI.

Name Description Example

id

Defines id of SectionUI. This is useful when SectionUIs are defined in Search and can be referred in Section using id.

 
<UI id="id1">
    .
    .
</UI>

default

In context of Search, it defines whether SectionUI should act as default for when no SectionUI is defined in Section. And in context of Section, it defines whether SectionUI should be rendered by default.

 
<UI id="id0" default="true">
    .
    .
</UI>
Export Search Results Table View

Search results table view can be exported to a file using the export command in the search results view. Exported search results file will be in csv format. To configure the export command, setting <Setting name="export" value="true" /> is to be added in search table config.

<UI id="id3">
	<Type>table</Type>
	<ResultTemplate>helium/custom/hex/templates/common/search/table-result</ResultTemplate>
	<Table>
		...
	</Table>
	<Settings>
		<Setting name="title" value="Table" />
		<Setting name="export" value="true" />
		<Setting name="exportLabel" value="ExportToCSV" />
		<Setting name="exportFileName" value="SearchResult" />
	</Settings>
</UI>

Text inside export button is configurable using setting exportLabel. Name of the exported file is configurable using setting exportFileName. If the values of exportLable or exportFileName are an existing i18n key internationalisation will be performed. If these settings are not defined and export:true then by default exportLable value will be Export and exportFileName value will be SearchResult.

image
Figure 4. Export Search Results Table View
Context Menu

Context menu can be configured to show actions on search result tiles. Context menu is defined inside a Section by using element ContextMenu with reference to menu using attribute ref.

<Section>
    .
    .
    .
    <ContextMenu ref="tvc:menu:acme:common/SearchActions.xml"/>
</Section>
Context menu is not applicable for table view and sub menus are not supported in a context menu.

Following menu elements are utilized on context menu.

Name Description Example

FontIcon

Icon to be showed for context menu.

 
<FontIcon>ti-f ti-menu-f</FontIcon>

Command

Command in the context menu.

 
<Menu>
	<Command>
		<Label>Open History</Label>
		<FontIcon>ti-f ti-menu-f</FontIcon>
		<AccessExpression>context.user.assignment === 'Design Engineer'</AccessExpression>
		<Setting name="OnClick">App.hex.openObject</Setting>
		<Setting name="OnClickParams">{
			"options": {
				"tab": "#history"
			}
		}</Setting>
	</Command>
</Menu>

Following Command settings are utilized in rendering of context menu.

Setting Name Description Example

OnClick

Javascript function to be called on click of command

 
<Command>
    .
    .
	<Setting name="OnClick">App.hex.openObject</Setting>
</Command>

OnClickParams

Additional parameters to passed into command on click.

 
<Menu>
	<Command>
		.
		.
		<Setting name="OnClickParams">{
			"options": {
				"tab": "#history"
			}
		}</Setting>
	</Command>
</Menu>

Sample context menu defined in a section -

<Section>
    .
    .
    .
    <ContextMenu ref="tvc:menu:acme:common/SearchActions.xml"/>
</Section>

Sample context menu definition -

<Menu>
	<Command>
		<Label>Open History</Label>
		<FontIcon>ti-f ti-menu-f</FontIcon>
		<Setting name="OnClick">App.acme.openObject</Setting>
		<Setting name="OnClickParams">{
			"options": {
				"tab": "#history"
			}
		}</Setting>
	</Command>
	<Command>
		<Label>Open Charts</Label>
		<Href>javascript:App.hex.openObject</Href>
		<FontIcon>ti-f ti-piechart-f</FontIcon>
		<Setting name="OnClickParams">{
			"options": {
				"tab": "#charts"
			}
		}</Setting>
	</Command>
		<Command>
		<Label>Open Lifecycle</Label>
		<FontIcon>ti-f ti-lifecycle-f</FontIcon>
		<Setting name="OnClick">App.acme.openObject</Setting>
		<Setting name="OnClickParams">{
			"options": {
				"tab": "#lifecycle"
			}
		}</Setting>
	</Command>
	<Command>
		<Label>Promote</Label>
		<FontIcon>ti-f ti-promote-f</FontIcon>
		<Setting name="OnClick">App.acme.promoteObject</Setting>
	</Command>
	<Command>
		<Label>Demote</Label>
		<FontIcon>ti-f ti-demote-f</FontIcon>
		<AccessExpression>context.user === 'admin_platform'</AccessExpression>
		<Setting name="OnClick">App.acme.demoteObject</Setting>
	</Command>
	<Setting name="showOnHover" value="false"/>
</Menu>
image
Figure 5. Context Menu
Custom Section Provider

Custom section provider can be implemented to sectionize search result. It can be specified using attribute className on element Sections.

Interface to implement:

com.technia.tvc.search.api.section.SectionProvider

Example configuration:

<Search provider="enovia" version="2">
    .
    .
    <Sections className="com.acme.MySectionProvider" />
</Search>
Built-in Tile Templates

Template are used to display search result hit in tile mode. Following are the built-in tile hit templates:

Single Row

Single tile takes up the whole width of section. Useful for displaying document with large description text. Tile also shows primary image of the object in left side. It also displays Type, Name, Revision, Description, State and Last Modified of the object.

Result Template path: helium/templates/search/v2/row-result

Hit Template path: helium/templates/search/v2/row-result-hit

image
Figure 6. Single Row
Primary Image

Three tiles are displayed in each row. Tile also shows primary image of the object in left side. It also displays Type, Name, Revision and Description of the object.

Result Template path: helium/templates/search/v2/primaryimage-result

Hit Template path: helium/templates/search/v2/primaryimage-result-hit

Three Tiles

Three tiles are displayed in each row. Tile also shows count if present in search hit data on like a bubble of right top corner. It also displays Type, Name, Revision of the object along with all the additional data present in the search result hit.

Result Template path: helium/templates/search/v2/result

Hit Template path: helium/templates/search/v2/result-hit

image
Figure 7. Three Tiles
Table view

Table takes up the whole width of section. Useful for displaying data in tabular form.

Result Template path: helium/templates/search/v2/table-result

image
Figure 8. Table View

1.1.3. Server-Side Triggers

Server-side triggers are used to accomplish advanced use cases. For example a presearch trigger can be used to validate the search criteria and a postsearch trigger can be used to ensure that the user has access to view all the search hits.

preSearch

Executed before the search is executed.

Interface to implement:

com.technia.tvc.search.api.triggers.PreSearchTrigger

Example configuration:

<Server preSearch="com.acme.MyPreSearchTrigger" />
postSearch

Executed after the search has been executed.

Interface to implement:

com.technia.tvc.search.api.triggers.PostSearchTrigger

Example configuration:

<Server postSearch="com.acme.MyPostSearchTrigger" />

1.1.4. Client-Side Callbacks

ready

Callback function when search is ready. Example configuration:

<Client ready="App.custom.searchReady"/>
onHitClick

Callback function when search result hit tile is clicked. By default search window is closed and object is opened. Example configuration:

<Client onHitClick="App.custom.openObject"/>

If you’re using Built-in tile templates and you have defined custom onHitClick callback then you can get physical id value by using element.getAttribute('data-physical-id')

onRenderResult

Callback function to create search result renderer object. This function should return javascript object implementing method render, which will be responsible for rendering search result. SectionRenderer is built in implementation for rendering search result in sections. Example configuration:

<Client onRenderResult="App.custon.createSectionRenderer"/>

1.1.5. Javascript API

Methods

Method Description

open

Opens the search

close

Closes the search

isOpen

Is the search open

search

Performs a search

getQuery

Gets the search criteria

searchPanel

Get API for searchpanel, if any available

result

Get API for result

on

Register to an event

off

Deregisters an event

Events

Event Name Description

open

Called after the quick search overlay is opened

close

Called after the quick search overlay is closed

preSearch

Called before the search is executed

postSearch

Called after the search is executed

destroy

Called when component is destroyed
Search Panel

Methods

Method Description

open

Opens the search panel

close

Closes the search panel

isOpen

Is the search panel open

toggleVisibility

Toggles the search panel

getSearchForm

Returns UIP search form instance

destroy

destroys the search panel and performs clean up

searchPanel

Get API for searchpanel, if any available

updateSearchFormFields

Updates the search form fields
Result

Result is responsible for rendering search result. Result calls render method on resultRenderer for rendering search result.

Methods

Method Description

clear

Clears the search result

isRendered

Return whether results are rendered

on

Register to an event

off

Deregister to an event

destroy

Destroys the result element

resultRenderer

returns resultRenderer object associated with this result object.

Events

Event Name Description

renderBefore

Called before rendering search result.

render

Called when search result is about to be rendered. Search query and search result is passed as arguments.

renderAfter

Called after rendering search result.

destroy

Called when result is destroyed.
Section Renderer

Section renderer is built-in and default result renderer, which renders result in sections

Methods

Method Description

clear

Clears the search result

getSections

Return list of sections

render

renders result sections. This called from result when search result is received.

destroy

Destroys the result component.

1.1.6. Example Configuration

<?xml version="1.0" encoding="UTF-8"?>
<Search provider="enovia" version="2">
    <Limit>200</Limit>
    <SearchForm
        ref="tvc:searchformv2:helium/TopBarSearchForm.xml" />
    <Sections>
        <Section>
            <Filter>
                <DataField>attribute[Material Category]</DataField>
                <Value>Rubber</Value>
            </Filter>
            <Label>Rubber</Label>
            <UIs>
                <UI id="id0" />
                <UI id="id1" />
                <UI id="id2" default="true"/>
            </UIs>
        </Section>
        <Section>
            <Filter>
                <DataField>attribute[Material Category]</DataField>
                <Value>Metal</Value>
            </Filter>
            <Label>Metal</Label>
            <UIs>
                <UI id="id1" default="true"/>
                <UI id="id2" />
                <UI id="id3" />
            </UIs>
        </Section>
        <Section>
            <Filter>
                <DataField>attribute[Material Category]</DataField>
                <Value>Concrete</Value>
            </Filter>
            <Label>Concrete</Label>
        </Section>
        <FallbackSection>
            <Label>searchv2.section.defaultTitle</Label>
        </FallbackSection>
    </Sections>
    <UIs>
        <UI id="id0" default="true">
            <Type>tile</Type>
            <TileHitTemplate>helium/templates/search/v2/primaryimage-result-hit</TileHitTemplate>
            <ResultTemplate>helium/templates/search/v2/primaryimage-result</ResultTemplate>
            <Icon>ti-f ti-menu-f</Icon>
            <Settings>
                <Setting name="title" value="Primary Image" />
            </Settings>
        </UI>
        <UI id="id1">
            <Type>tile</Type>
            <TileHitTemplate>helium/templates/search/v2/row-result-hit</TileHitTemplate>
            <ResultTemplate>helium/templates/search/v2/row-result</ResultTemplate>
            <Icon>ti-f ti-table-f</Icon>
            <Settings>
                <Setting name="title" value="Single Row Result" />
            </Settings>
        </UI>
        <UI id="id2">
            <Type>tile</Type>
            <TileHitTemplate>helium/templates/search/v2/result-hit</TileHitTemplate>
            <ResultTemplate>helium/templates/search/v2/result</ResultTemplate>
            <Icon>ti-f ti-menu2-f</Icon>
            <Settings>
                <Setting name="title" value="Three Tile Result" />
            </Settings>
        </UI>
        <UI id="id3">
            <Type>tile</Type>
            <TileHitTemplate>helium/templates/search/v2/result-hit</TileHitTemplate>
            <ResultTemplate>helium/templates/search/v2/result</ResultTemplate>
            <Icon>ti-f ti-menu2-f</Icon>
        </UI>
    </UIs>
    <DataFields>
        <DataField>type</DataField>
        <DataField>name</DataField>
        <DataField>revision</DataField>
        <DataField>description</DataField>
        <DataField>primaryimage</DataField>
        <DataField>${attribute[attribute_EndItem]}</DataField>
        <DataField>physicalid</DataField>
    </DataFields>
    <Settings>
        <Setting name="termWhere" value="name ~~ '*%s*' OR description ~~ '*%s*' OR current ~~ '*%s*'" />
        <Setting name="enableSelectAllCheckboxes" value="true" />
    </Settings>
    <Client ready="App.custom.searchReady"
        onRenderResult="App.searchV2.createSectionRenderer" />
</Search>

1.2. Search Side Panel

With search side panel, search can be configured within a page. Similar to quick search, search side panel allows users a way to easily find objects of interest related to context objects and load search result into page dashboard. When configured search side panel opens on left side with a search form.

When search is performed dashboards in the page can be reloaded with search result, it is possible to configure which dashboards should be reloaded. It may desired that only one dashboard is reloaded with search result and rest are left unaffected. It is also possible to customize this behaviour using javascript callback function and take complete control on what should happen when search is performed, see Client-Side Callbacks for more details.

Like quick search, search panel supports usage of Search Providers. This means that ENOVIA, EXALEAD or other data source can be used to find relevant information.

image
Figure 9. Search Side Panel

1.2.1. Configuration Format

SearchPanel configuration files are placed in folder searchpanel. The root element of the configuration file is <SearchPanel>.

Name Description Example

Limit

The maximum number of search results to be returned.

 
<Limit>100</Limit>

DataFields

The data to include for the search result. For example, type, name, revision and current state.

 
<DataFields>
    <DataField>type</DataField>
    <DataField>name</DataField>
    <DataField>${attribute[attribute_MaterialCategory]}</DataField>
</DataFields>

SearchOnCriteriaUpdate

Controls if the search is submitted when the search criteria is updated.

For example, after the user has selected state "Released" in the search form or search for "00230" in the term field a search is submitted and the search result is displayed.

This setting is useful when using indexing engine as search provider. The search is throttled to 400ms.

 
<SearchOnCriteriaUpdate>true</SearchOnCriteriaUpdate>

SearchIcon

Search Icon for collapsed search panel.

 
<SearchIcon>find icon</SearchIcon>

SearchTitle

Title for collapsed search panel

 
<SearchTitle>Search Sidepanel</SearchTitle>

ResultTitle

Title for drilldown of search results

 
<ResultTitle>Drilldown Search Results</ResultTitle>

Settings

Additional settings for the search. These settings are accessible in SearchProvider and can be used while performing search.

 
<Settings>
    <Setting name="name-of-setting" value="the-value" />
    <Setting name="another-setting" value="another-value" />
</Settings>

Server

Triggers executed server-side at different steps during the life-cycle of a search operation.

See Server-Side Triggers for more details

 
<Server
    preSearch="com.acme.MyPreSearchHandler"
    postSearch="com.acme.MyPostSearchHandler" />

Client

Callbacks triggered on the client at specific points.

See Client-Side Callbacks for more details.

Example how to register a callback executed when the search is rendered and ready:

<Client ready="MyApp.searchPanelReady" />

HomePage

Defines page that should be loaded in background, when search is launched via direct or exported URL. See Export Search for more details.

 
<HomePage>
    <Page namespace="helium" name="DefaultPage.xml"/>
</HomePage>

1.2.2. Client-Side Callbacks

ready

Callback function when search panel is ready. Example configuration:

<Client ready="App.custom.searchPanelReady"/>
js

Callback function to render search panel. This allows user to take complete control over search panel rendering and behaviour. This function should return javascript object implementing method render. Default function is App.searchV2.defaultSearchPanel. Example configuration:

<Client js="App.custom.mySearchPanel"/>
onResult

Callback function to handle search result. Default functon is App.searchV2.defaultOnSearchResult, which reloads dashboards with search result objects. Example configuration:

<Client onResult="App.custon.onSearchResult"/>

1.2.3. Configuration In Page

Search panel is configured in page using element <SearchPanel> with reference to search panel configuration resource using attribute ref. See Configuration Format for search panel configuration. Example -

<Page>
    .
    .
    .
	<SearchPanel ref="tvc:searchpanel:acem:common/PSearchPanel.xml">
	<OnSearchResult>
    	<ReloadDashboards>
    		<Dashboard ns="hex:engineering" name="PartFamilyParts.xml" />
    	</ReloadDashboards>
	</OnSearchResult>
	<SearchOnLoad>true</SearchOnLoad>
	<OpenOnLoad>true</OpenOnLoad>
    </SearchPanel>
</Page>

It is possible to use same searchpanel configuration as reference in different page configurations. Following configurations can be done in a searchpanel at page level:

Name Description Default Example

OpenOnLoad

Whether to open search panel when page is loaded.

true

 
<SearchPanel ref="tvc:searchpanel:hex:common/PartFamilySearchPanel.xml">
	<OpenOnLoad>true</OpenOnLoad>
</SearchPanel>

SearchOnLoad

Whether to perform search when page is loaded.

false

 
<SearchPanel ref="tvc:searchpanel:hex:common/PartFamilySearchPanel.xml">
	<SearchOnLoad>true</SearchOnLoad>
</SearchPanel>

OnSearchResult

Defines what should happen on load of search result. See On Search Result

 
<OnSearchResult>
 <ReloadDashboards>
  <Dashboard ns="acme:common" name="AcmePartDashboard.xml" />
  <Dashboard ns="acme:engineering" name="AcmePartFamilyDashboard.xml" />
 </ReloadDashboards>
</OnSearchResult>

1.2.4. On Search Result

Defines what should happen on load of search result. It supports both client side and server side loading of search result. On search result can be configured in search panel using element <OnSearchResult>. See Search Panel Configuration for search panel configuration.

The search result can be loaded client side or server side. When loaded client side, search result are sent to the client and loaded back into configured dashboards as context objects using dashboard drilldown. When loaded server side, search results are directly loaded in the configured widget at the server side. This also enables page wise search if index-based search provider is present.

Following sub elements can be defined under <OnSearchResult>:

Name Description Default Example

ReloadDashboards

Dashboards that should be reloaded with search results when a search is performed. It is possible to configure more than one dashboard for reloading.

Dashboard should be part of page configuration. 
<OnSearchResult>
 <ReloadDashboards>
   <Dashboard ns="acme:common" name="AcmePartDashboard.xml"/>
   <Dashboard ns="acme:engineering" name="AcmePartFamilyDashboard.xml"/>
 </ReloadDashboards>
 <SearchOnLoad>true</SearchOnLoad>
</OnSearchResult>

LoadServerSide

Sub element of <ReloadDashboards>. Defines whether search result should be loaded server side. This should set to true when the data is fetch from index-based search provider.

false

 
<ReloadDashboards>
  <LoadServerSide>true</LoadServerSide>
</ReloadDashboards>

Dashboard

Sub element of <ReloadDashboards>. Defines dashboard or dashboard widgets that should be loaded with search result.

When no dashboard is defined under <ReloadDashboards> all the dashboards are loaded with search result. 
<ReloadDashboards>
  <Dashboard ns="acme:common" name="AcmePartDashboard.xml" />
</ReloadDashboards>

WidgetId

Sub element of <Dashboard>. This element should be added only when Enovia search provider is enabled. Defines dashboard widget ids that should be loaded with the search result. Since widget id is used to identify the widget at runtime, if widget with configured WidgetId is not present in the dashboard, an error will be thrown. Toggling of widget feature is not supported.

When no widget id is defined under <Dashboard> all the widgets are loaded with search result. 
<ReloadDashboards>
 <Dashboard ns="acme:common" name="AcmePartDashboard.xml">
   <WidgetId>myParts</WidgetId>
 </Dashboard>
</ReloadDashboards>

LoadTableWidget & LoadChartWidget

Sub element of <Dashboard>. These elements should be added only when index-based search provider is enabled. Defines dashboard widget ids that should be loaded with the search result. Since widget id is used to identify the widgets at run time, if widget with configured LoadTableWidget & LoadChartWidget is not present in the dashboard, an error will be thrown. Toggling of widget feature is not supported. When LoadServerSide (ie. load by index-based search provider) is true, chart widgets should be pointed to the search panel field id. Based on the field result, the chart widget will be loaded.

 
<ReloadDashboards>
 <LoadServerSide>true</LoadServerSide>
 <Dashboard ns="hex:engineering" name="PartFamilyParts.xml">
   <LoadTableWidget id="ebomtable"/>
   <LoadChartWidget id="state" bySearchFieldId="partstates"/>
   <LoadChartWidget id="owner" bySearchFieldId="personId"/>
 </Dashboard>
</ReloadDashboards>

1.2.5. Paginated Search Result

Index based search providers, like Exalead may provide a capability to load search result page wise. New search can leverage this capability of index based search providers and search result pages can be retrieved as user navigates through pages on table widget.

When client side loading in enabled, search results are loaded into dashboard as drilldown feature and dashboard will reload to reflect new context objects. In contrast, when server side loading is enabled, search results are directly added into table widget bean at server side. As user navigates through pages, search provider is called to fetch result for current page.

Only one table widget can be enabled for loading search result at the server side.
Paginated Search Result

1.2.6. SearchBasedLoader

Table widget should have <SearchBasedLoader> as data loader for paginated search result and server side search result loading enabled in page configuration. It is also possible to have a custom SearchBasedLoader by using attribute className on tag <SearchBasedLoader> as shown below.

<SearchBasedLoader className="com.acme.AcmeSearchLoader"/>

Interface the Java class needs to implement:

com.technia.tvc.structurebrowser.search.loader.SearchBasedTableLoader

Example configuraton

In below example, searchpanel is defined in the page. On search, the result should be loaded at server-side into widget myParts present within the dashboard AcmePartDashboard.xml in acme:common namespace. It is possible to configure multiple dashboards and multiple widgets per dashboard, however, that will result in each individual widget performing search and loading itself separately. The most common use case will be to have a single widget configured for loading the search result.

Page configuration on which search panel should be present.

<Page>
...
    <SearchPanel ref="tvc:searchpanel:acme:common/AcmePartSearchPanel.xml">
    ...
        <ReloadDashboards>
        	<Dashboard ns="acme:common" name="AcmePartDashboard.xml">
        	    <WidgetId>myParts</WidgetId>
        	</Dashboard>
        </ReloadDashboards>
    </SearchPanel>
</Page>

See On Search Result for configuration details.

TableConfig which will be used to display search result should have <SearchBasedLoader> as DataLoader. SearchBasedLoader ensures that search results are loaded at server side and on page navigation, a new search is performed to retrieve result for the changed page.

<TableConfig>
	<Title></Title>
	<DataLoader>
		<SearchBasedLoader/>
	</DataLoader>
	<Table namespace="acme:common">AcmeParts.xml</Table>
	<DisplayMode>flat</DisplayMode>
	<RowSelect>multi</RowSelect>
	<Pagination size="15" disabled="false" />
	<ClientSideProcessing enabled="false" threshold="10000" />
</TableConfig>

SearchBasedLoader can be implemented for non-indexed search by setting attribute indexedSearch to false. The default value is true.

Example Config:

<TableConfig>
	<Title></Title>
	<DataLoader>
		<SearchBasedLoader indexedSearch="false"/>
	</DataLoader>
    ...
</TableConfig>

1.2.7. Javascript API

Methods

Method Description

open

Opens the search panel

close

Closes the search panel

isOpen

Is the search panel open

search

Performs a search

getPage

Returns the context page object

getOptions

Returns the options this search instance

getQuery

Gets the search criteria

searchPanel

Get API for searchpanel

destroy

Destroys and cleans up the search instance

on

Register to an event

off

Deregister to an event

Events

Event Name Description

ready

Called after search panel is ready

open

Called after the quick search overlay is opened

close

Called after the quick search overlay is closed

search

Called before the search is executed. Query is passed as argument.

result

Called after the search is executed. Search result is passed as argument.

destroy

Called when component is destroyed

1.2.8. Example Configuration

Page

<?xml version="1.0" encoding="UTF-8"?>
<Page>
	<Title>${TYPE}, ${NAME}:${REVISION}</Title>
	<Dashboard namespace="hex:engineering" name="PartFamilyTopPanel.xml"/>
	<Tabs>
		<Settings>
			<Theme>material</Theme>
			<IconTheme>material</IconTheme>
			<Orientation>horizontal</Orientation>
			<TabDrop>true</TabDrop>
			<UserRearrange>true</UserRearrange>
			<UserOrientationSwitch>true</UserOrientationSwitch>
			<UserHide>true</UserHide>
		</Settings>
		<Tab id="Parts">
			<Label>Parts</Label>
			<Dashboard ns="hex:engineering" name="PartFamilyParts.xml" />
		</Tab>
		<Tab id="history">
			<Label>History</Label>
			<Dashboard namespace="hex:common" name="History.xml" />
			<IconClass>ti-c ti-large ti-history2</IconClass>
		</Tab>
		<Tab id="lifecycle">
			<Label>Lifecycle</Label>
			<Dashboard namespace="hex:common" name="Lifecycle.xml" />
			<IconClass>purple exchange alternate icon</IconClass>
		</Tab>
	</Tabs>
	<SearchPanel ref="tvc:searchpanel:hex:common/PartFamilySearchPanel.xml">
	    <OnSearchResult>
    		<ReloadDashboards>
    			<Dashboard ns="hex:engineering" name="PartFamilyParts.xml">
    			    <Widget id="myParts"/>
    			</Dashboard>
    		</ReloadDashboards>
		</OnSearchResult>
		<SearchOnLoad>true</SearchOnLoad>
	</SearchPanel>
</Page>

Search Panel

<?xml version="1.0" encoding="UTF-8"?>
<SearchPanel provider="enovia">
    <Limit>500</Limit>
    <SearchIcon>icon find</SearchIcon>
    <SearchTitle>Part Family Search</SearchTitle>
    <ResultTitle>Part Family Search Results</ResultTitle>
    <SearchForm
        ref="tvc:searchformv2:hex:common/PartFamilySearchForm.xml"/>
    <DataFields>
        <DataField>type</DataField>
        <DataField>name</DataField>
        <DataField>revision</DataField>
        <DataField>description</DataField>
        <DataField>modified</DataField>
        <DataField>primaryimage</DataField>
    </DataFields>
    <Client ready='App.hex.partFamilySearchReady'></Client>
</SearchPanel>

1.2.9. Apply filter on structure node expand

The search side panel is used to load objects in the table widget and it might be needed to apply the same search criteria on expanding the node. For example, once the user performs a search to load parts specific to RDO, it might be needed that on expanding part only parts belonging to that RDO should be shown. This can be achieved by keeping one on one mapping between columns in the table and search field.

This feature can be enabled at table configuration level by using below setting in table config:

<ApplySearchFilterOnExpand>true</ApplySearchFilterOnExpand>

<TableConfig>
...
    <ApplySearchFilterOnExpand>true</ApplySearchFilterOnExpand>
</TableConfig>

Additional setting is needed on searchform field to indicate the field should be considered for applying filter on expanded node.

Setting Name Description Example

applyOnTableExpand

Whether the field should be considered for applying filter on expanded node

 
<SearchForm>
    ...
    <Fields>
        ...
        <Field>
            ...
            <Setting name="applyOnTableExpand" value="true"/>
        </Field>
    </Fields>
</SearchForm>

tableExpandKey

Special case when field DataField of search form field cannot be applied on table expand as column expression is different. For example search form field is attribute[Weight] and column expression is attribute[Weight].dbvalue. In this case setting tableExpandKey can be used.

 
<SearchForm>
    ...
    <Fields>
        ...
        <Field>
            ...
            <Setting name="applyOnTableExpand" value="true"/>
            <Setting name="tableExpandKey" value="attribute[Weight].dbvalue"/>
        </Field>
    </Fields>
</SearchForm>

It is mandatory that search form field DataField or setting tableExpandKey should match exacty with table column expression. See example below:

Search feld for Material Category

<Field attribute="attribute_MaterialCategory"
	id="material_category" sectionId="others">
	<Label>Material Category</Label>
	<DataField>attribute[Material Category]</DataField>
	<Values attribute="attribute_MaterialCategory" />
	<Settings>
		<Setting name="showFilter" value="true" />
		<Setting name="showRangeAmount" value="10" />
		<Setting name="applyOnTableExpand" value="true" />
	</Settings>
</Field>

Table column for Material Category

<Column>
	<Name>Material Category</Name>
	<Expression>attribute[Material Category]</Expression>
	<Label>emxFramework.Attribute.Material_Category</Label>
	<RegisteredSuite>Framework</RegisteredSuite>
	<AllowShowMore>TRUE</AllowShowMore>
	<Editable>TRUE</Editable>
	<InputType>combobox</InputType>
	<SortType>string</SortType>
</Column>
This feature works at client side without additional server call to reduce performance impact, therefore this feature is limited to direct text match and will not work with Revision and Type field.

There is a workaround for type field by adding an additional hidden column with kindof and mapping it to searchform type field.

Kindof table column

<Column>
	<Name>KindOf</Name>
	<Expression>type.kindof</Expression>
	<Label>KindOf</Label>
	<Editable>false</Editable>
	<Visible>false</Visible>
</Column>

Searchform field

<TypeField id="type" sectionId="basic">
	<Values>
		<Value value="Part" default="true" />
	</Values>
	<SearchableTypes>
		<Type>type_Part</Type>
		<Type>type_DOCUMENTS</Type>
	</SearchableTypes>
	<Tooltip>
		<Title>customer.search.type.tooltip.title</Title>
		<Content>customer.search.type.tooltip.content</Content>
	</Tooltip>
	<Settings>
		<Setting name="casesensitive" value="true" />
		<Setting name="applyOnTableExpand" value="true" />
		<Setting name="tableExpandKey" value="type.kindof" />
	</Settings>
</TypeField>

1.2.10. Validations

Search Limit

Validations are in place for search limit to ensure that search limit value must be non-empty, non-negative, numeric value and between 1 & the upper search limit value.

image
Figure 10. search limit validation

1.3. Search Form

1.3.1. Form Configuration Format

The searchform configuration files are placed in the folder searchformv2.

The root element of the configuration file is <SearchForm> and the following child elements are supported:

Name Description Example

Title

Title of the search Form. Displayed above the fields.

 
<Title>Part Search</Title>

Fields

Available fields in the search form.

See Field Configuration Format for details on how to configure each field.

 
<Fields>
    <Field>
        <Label>Name</Label>
        <DataField>name</DataField>
    </Field>
</Fields>

Sections

Group fields into collapsible sections in the search form.

See Section Configuration Format for details on how to configure a section.

 
<Sections>
	<Section id="basic">
		<Label>Basic</Label>
		<Tooltip>
			<Title>Basic Fields</Title>
			<Content>This is a section for basic fields.</Content>
		</Tooltip>
		<Expanded>true</Expanded>
	</Section>
</Sections>

Toolbar

Add custom toolbar to include commands and menus in the search form.

See Toolbar Configuration Format for details on how to configure a section.

 
<Toolbar>
    <Command ref="tvc:command:helium/mail.xml" />
    <Command ref="tvc:command:hex:common/export.xml" />
    <SaveSearch>
        <Label>save</Label>
        <FontIcon>ti-f ti-save-f</FontIcon>
        <Alt>Save Search</Alt>
    </SaveSearch>
    <LoadSearch>
        <Label>load</Label>
        <FontIcon>ti-f ti-menu-f</FontIcon>
        <Alt>Load Search</Alt>
    </LoadSearch>
    <Menu ref="tvc:menu:helium/mymenu.xml" />
</Toolbar>

OnCreate

Trigger executed when the search form has been created. Useful to manipulate the search form, e.g. updating field values or changing order of fields, before it’s sent to the client.

Specify the Java class name containing the custom logic using the attribute className. Interface the Java class needs to implement:

com.technia.tvc.search.searchform.OnCreateSearchForm
 
<OnCreate className="com.acme.SearchFormEvents" />

1.3.2. Field Configuration Format

Field can be configured inline within a searchform or it can be configured in a separate file. The field configuration files are placed in the folder searchformfield. If configured in a separate file, it can be referred within searchform using attribute ref as below -

<Fields>
    <Field ref="tvc:searchformfield:acme:common/Name.xml"/>
    <Field ref="tvc:searchformfield:acme:common/Modified.xml"/>
</Fields>

The root element is <Field> and the following child elements are supported:

Name Description Example

Label

The label for the field. If the value is an existing i18n key internationalisation will be performed.

 
<Label>Type</Label>

Tooltip

Tooltip for the field. Displayed when hovering the label.If the value is an existing i18n key internaionalisation will be performed.

 
<Tooltip>
    <Header>Type Selection</Header>
    <Content>Select the type by entering its name and select it from the list.</Content>
</Tooltip>

Required

Specifies that a value is required for the field in order for the form to be valid. Whether term field is mandatory for performing the search.

Note: In case of "SearchOnCriteriaUpdate", search would be blocked but user would not be shown any alert message.

 
<Required>true</Required>

DataField

The data to search among.

The search provider might use this in different ways. See specific Search Providers for details about it.

For example the ENOVIA Search Provider users standard statement as type, name, attribute[Material Category].

ENOVIA example:

<DataField>type</DataField>

EXALEAD example:

<DataField>ATTRIBUTE_MATERIAL_CATEGORY</DataField>

DataType

Type of data to be searched. Valid values:

  • string

  • date

  • integer

  • decimal

  • boolean

 
<DataType>date</DataType>

UIType

Kind of user interface user presented to the user. For example, autocomplete, ranges and text.

See UI Types for more details.

 
<UIType>autocomplete</UIType>

Visible

Defines visibility of field in search form. It allows configuration to make field visible or hidden based on selection on another field. By default field is visible.

 
<Visible ifField="enovia_type">
    <HasValues>
        <Value>Part</Value>
    </HasValues>
</Visible>

Values

Values available for the field. For example, when ranges for an ENOVIA attribute is displayed each of the ranges is represented by one value.

It also controls the default selected value.

See Values for more details.

Use ranges on attribute Material Category as values:

<Values attribute="attribute_MaterialCategory" />

Part is the default value:

<Values>
    <Value value="type_Part" default="true" />
</Values>

Dimensions

Dimensions available for the field when searchWithUnit is true. For example, when dimensions for an ENOVIA attribute is displayed each of the dimensions is represented by one value.

See Dimensions for more details.

Use dimensions on attribute Weight as below:

<Dimensions attribute="attribute_Weight" />

Part is the default value:

<Dimensions>
    <Dimension name="kg" label="kilograms" multiplier="1000.0" />
</Dimensions>

Settings

Settings to further configure the field. Look at each UI Type for details on supported settings.

Enabling the search box above the values when using <UIType>ranges</UIType>:

<Settings>
    <Setting name="showFilter" value="true" />
</Settings>

casesensitive

case sensitivity for the input value. Default value is false

 
<Settings>
    <Setting name="casesensitive" value="true" />
</Settings>

ConditionalFields

Additional fields which should be added to search form based on value selected for this field. See Conditional Fields for details.

 
<Field>
    .
    .
    <ConditionalFields className="com.acme.MyConditionalFieldsProvider" />
</Field>

The ENOVIA attribute can be specified on the <Field> element using the attribute attribute. This specifies that the field is searching in that specific attribute and sets sensible default values for the field, e.g. it picks <UIType>date</UIType> and sets <DataType>date</DataType> in case the attribute stores a date.

Example:

<Field attribute="attribute_MaterialCategory" />
Specifying the attribute is useful when searching for with for example EXALEAD. The attribute is used to get the correct UI Type etc.

1.3.3. Values

Values are used for two purposes:

  1. To define the values the user can search by

  2. To define which value that is selected by default

There are a number of ways to control the available values:

  1. Configure a predefined list of values, see below for configuration format

  2. Specify an attribute using the attribute attribute. Example:

    <Values attribute="attribute_MaterialCategory" />

  3. Write a ValueProvider and configure it using the attribute className, Example:

    <Values className="com.acme.MyValueProvider" />
Value Configuration Format

The <Values> and <Value> element is used when configuring a predefined list or specifying default values for a field.

Attribute Name Description Example

value

The value. It’s mandatory to specify it.

 
<Values>
    <Value value="Part" />
</Values>

label

Text presented to the user. If none is provided the value is displayed. Label also supports localization.

 
<Values>
    <Value value="Part" label="Le Part" />
    <Value value="Document" label="com.technia.tvc.search.form.type.document" />
</Values>

type

Type of the value, if it is Enovia specific value like type, attribute range, state. For example if value is attribute range, its type should be <AttributeName>.Range. This used for applying localization on said value and it is based on localization of schema elements in Enovia.

 
<Values>
    <Value value="Part" type="Type" />
    <Value value="Rubber" type="Material_Category.Range" />
</Values>

default

Controls if the value is selected by default.

 
<Values>
    <Value value="Part" default="true" />
</Values>

1.3.4. Dimensions

Dimensions are used to allow search with different units for numeric fields.

There are a number of ways to control the available dimensions:

  1. Configure a predefined list of dimensions, see below for configuration format

  2. Specify an attribute using the attribute attribute. Example:

    <Dimensions attribute="attribute_MaterialCategory" />

  3. Write a DimensionProvider and configure it using the attribute className, Example:

    <Dimensions className="com.acme.MyDimensionProvider" />
Dimensions Configuration Format

The <Dimensions> and <Dimension> element is used when configuring a predefined list or specifying default dimensions for a field.

Attribute Name Description Example

Dimension

It’s mandatory to specify name, label and multiplier. Label also supports localization.

 
<Dimensions>
    <Dimension name="g" label="Grams" multiplier="1.0"/>
    <Dimension name="kg" label="com.technia.tvc.search.unit.kg" multiplier="1000.0"/>
</Dimensions>

1.3.5. Conditional Fields

Additional fields can be added to search form based on value selected on this field. For example it may be desired for type field to add additional fields when Part is selected as type.

Conditional Fields can be implemented by implementing a interface com.technia.tvc.search.searchform.conditionalfields.ConditionalFieldsProvider and configure it using the attribute className, Example:

<ConditionalFields className="com.acme.MyConditionalFieldsProvider" />
API Description

createConditionalFields

Returns set of additional fields to be added to searchform

1.3.6. Field Visibility

Field can be shown or hidden based on selection made on another field. It can be useful to configure use case when different attributes or fields are enabled for searching based on type selected. For example when type is selected as 'Part', part attributes like 'Weight' can be shown.

When field is not visible it will not be considered as search criteria.

The <Visible> element within <Field> is used for configuring visibility rules for the field. Following attribute and sub elements can be used for configuration.

Name Element / Attribute Description Example

hidden

attribute

Defines whether field should be hidden by default.

 
<Visible hidden="true"/>

ifField

attribute

Defines id of field on which visibility of this field depends. For example if 'Weight' field is to be shown when 'Type' field has value Part.

 
<Visible fieldId="type_enovia"/>

HasValues

element

Defines discrete list of values, on which field will be visible.

 
<HasValues>
    <Value>Hardware Part</Value>
    <Value>Electrical Part</Value>
    <Value>Mechanical Part</Value>
</HasValues>

jsFunction

attribute on <HasValues>

Javascript function returning true/false. Arguments passed to function are field id and criteria selected on field.

 
<HasValues jsFunction="App.hex.isPart"/>

includeWhenHidden

attribute

Defines whether field should be considered in search criteria, when field is not visible.

 
<Visible hidden="true" includeWhenHidden="true"/>

Examples-

Example configuration to show part states when type selected is Part.

<Field id="partstates">
    <Values>
        <Value value="Review" default="true"/>
        <Value value="Preliminary"/>
    </Values>
    <Label>Part States</Label>
    <DataField>current</DataField>
    <Visible ifField="enovia_type">
        <HasValues>
            <Value>Part</Value>
        </HasValues>
    </Visible>
</Field>

Example configuration to show weight when javascript function App.hex.isTypePart returns true.

<Field attribute="attribute_Weight">
    <Label>Weight</Label>
    <Visible ifField="enovia_type">
        <HasValues jsFunction="App.hex.isTypePart" />
    </Visible>
</Field>

1.3.7. Custom Fields

Custom field definition can also be used to implement a field. It can be specified using attribute className on element Field.

Interface to implement:

com.technia.tvc.search.searchform.FieldDef

<Field className="com.acme.search.CustomField"/>

1.3.8. Built-in ENOVIA Fields

TypeField

Field designed to select an ENOVIA type. The field uses autocomplete. Available types to search among is configurable using the SearchableTypes element.

Example configuration of a TypeField where the user can select any type in either Parts or Document hierarchy. The default value is set to 'Part':

<TypeField>
    <Values>
        <Value value="Part" default="true" />
    </Values>
    <SearchableTypes>
        <Type>type_Part</Type>
        <Type>type_DOCUMENTS</Type>
    </SearchableTypes>
</TypeField>
RevisionField

Field designed to select an ENOVIA revision. The field uses radio button type. Available values to search among is configurable using provided tags.

Example configuration of a RevisionField where the user can select any revision in either Parts or Document hierarchy. The default value is set using selected="true" attribute:

<RevisionField sectionId="basic">
    <AnyRevision />
    <FirstRevision />
    <LastRevision />
    <LatestInState policy="EC Part" state="Release" />
    <LastAndLatestInState policy="EC Part" state="Release" />
</RevisionField>
Field Description

AnyRevision

Shows all the revisions

FirstRevision

Shows only first revision

LastRevision

Shows only last revision

LatestInState

Shows latest revision with passed in state value

LastAndLatestInState

Shows the combination of LastRevision and LatestInState
NameField

This field uses a text input field and looks in the name field in ENOVIA.

Example:

<NameField />
PersonField

Field used to select a person. The field uses autocomplete.

Example:

<PersonField>
    <Label>Owner</Label>
    <DataField>owner</DataField>
</PersonField>
StateField

Field used to select one or more states. The available states to choose from is configured by specifying one or more policies.

It’s mandatory to specify at least one policy.

Example where the user can select states from the EC Part and / or Development Part policy:

<StateField>
    <Policies>
        <Policy name="EC Part" />
        <Policy name="Development Part" />
    </Policies>
</StateField>

The states are by default grouped by policy. The groups are expanded / collapsed when clicked. Clicking the label of the field expands / collapses all groups.

Tip: Use the setting expandGroups to control if the polices should be expanded / collapsed when the search form is loaded.

The StateField uses the UI type ranges. The settings described in the settings table of the UI type ranges is available for the StateField. For example, it’s possible to add the filter feature and control if the groups should be expanded when the search form is loaded. Two settings are not available: showAllRanges and showRangeAmount. All ranges are shown for the StateField.

Settings:

Attribute Name Description Default Example

groupByState

Groups the states into their corresponding policies.

true

 
<Settings>
    <Setting name="groupByState" value="false" />
</Settings>

valueSeparator

The separator to use in the value to separate the policy and state name.

For example, the value of state Preliminary for policy EC Part is EC Part:Prelimiary

:

 
<Settings>
    <Setting name="valueSeparator" value="@" />
</Settings>
ClassificationField

ClassificationField is a Enovia built-in field designed as preconfigured field to support Enovia classification hierarchy. In Enovia, classification is maintained as hierarchy where Library objects acts as root objects. There can be single or multiple root Library objects, beneath a Library there are Family or Classification objects. There can be single or multiple Family or Classification objects below each Library object. There can be more Family or Classification objects (also known as Sub Family) beneath a Family or Classification object forming a hierarchy. At the end of hierarchy classified items will be present.

ClassificationField has a built in autocomplete handler which allow navigation through Library, Family and Sub Family or Classification objects. Handler also allows configurations on root Library and Family objects, more details can be found here Built-in Autocomplete Handler.

Once user selects a Family or Classification, built-in ConditionalFields loads attributes dynamically into searchform, see Built-in Conditional Fields for details.

Example:

<ClassificationField>
    <Label>Part Family</Label>
    <DataField>to[Classified Item].from.id</DataField>
    <ConditionalFields></ConditionalFields>
    <Settings>
        <Setting name="defaultsToContextObject" value="true" />
        <Setting name="autocompletehandler">
        {
            "name": "classification",
            "rootTypePattern": "type_Libraries",
            "rootVaultPattern": "vault_eServiceProduction",
            "rootWhereClause": "current === Active",
            "expandTypePattern": "type_PartFamily",
            "relPattern": "relationship_Subclass",
            "expandWhereClause": "current === Active",
            "queryType": "expandWithTerm",
            "displayMacro":"${name} ${current}"
        }
    </Setting>
    <Setting name="defaultMinInteger" value="0" />
    <Setting name="defaultMaxInteger" value="1000" />
    <Setting name="defaultMinReal" value="0.0" />
    <Setting name="defaultMaxReal" value="100.0" />
    </Settings>
</ClassificationField>

Settings:

Setting Name Description Example

defaultsToContextObject

Context object is set as default selected in field. Useful when search panel is open in object context and it expected to default to context object. Default is false.

 
<Settings>
    <Setting name="defaultsToContextObject" value="true" />
</Settings>

defaultMinInteger

Minimum value for integer type attribute when added dynamically via Classification Field.

 
<Settings>
    <Setting name="defaultMinInteger" value="0" />
</Settings>

defaultMaxInteger

Maximum value for integer type attribute when added dynamically via Classification Field.

 
<Settings>
    <Setting name="defaultMaxInteger" value="1000" />
</Settings>

defaultMinReal

Minimum value for a real type attribute when added dynamically via Classification Field.

 
<Settings>
    <Setting name="defaultMinReal" value="1.0" />
</Settings>

defaultMaxReal

Maximum value for real type attribute when added dynamically via Classification Field.

 
<Settings>
    <Setting name="defaultMaxReal" value="100.0" />
</Settings>
Built-in Autocomplete Handler

Classification built-in handler retrieves Family objects in two steps -

  1. Query Library objects

  2. Expand Library objects to retrieve Family objects

Example:

<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootTypePattern": "type_Libraries",
        "rootVaultPattern": "vault_eServiceProduction",
        "rootWhereClause": "current === Active",
        "expandTypePattern": "type_PartFamily",
        "relPattern": "relationship_Subclass",
        "expandWhereClause": "current === Active",
        "queryType": "expandWithTerm",
        "displayMacro":"${name} ${current}"
    }
</Setting>

Following arguments provides flexibility in retrieving Library and Family or Classification objects.

Argument Description Default Example

rootTypePattern

TypePattern of top level Library.

type_Library

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootTypePattern": "type_Libraries"
    }
</Setting>

rootNamePattern

NamePattern of top level Library.

*

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootNamePattern": "Part*"
    }
</Setting>

rootRevPattern

RevisionPattern of top level Library.

*

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootRevPattern": "A"
    }
</Setting>

rootVaultPattern

VaultPattern of top level Library.

*

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootVaultPattern": "eService Production"
    }
</Setting>

rootWhereClause

Where clause for querying Library objects.

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "rootWhereClause": "current === Active",
    }
</Setting>

relPattern

Relationship pattern for expanding Library objects

relationship_Subclass

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "relPattern": "relationship_Subclass*"
    }
</Setting>

expandTypePattern

Type pattern for Family or Classification objects.

type_PartFamily

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "expandTypePattern": "type_PartFamily*"
    }
</Setting>

expandWhereClause

Where clause for expanding Family or Classification objects.

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "expandWhereClause": "current === Active"
    }
</Setting>

queryType

Following four options are supported:

  • queryWithTerm: Library objects will be queried first as per setting defined and expanded to retrieve Family objects. User input will be applied as where while finding Family objects.

  • expandWithTerm: Library objects passed as argument or context object will be expanded to retrieve Family objects. User input will be applied as where while finding Family objects.

  • query: Library objects will be queried first as per setting defined and expanded to retrieve Family objects. User input will be not considered.

  • expand: Library objects passed as argument or context object will be expanded to retrieve Family objects. User input will be not applied.

query

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "queryType": "expandWithTerm",
    }
</Setting>

searchType

Defines how user input should be used in finding Family objects. Valid values are:

  • startswith

  • endswith

  • contains

startswith

 
<Setting name="autocompletehandler">
    {
        "name": "classification",
        "searchType": "startswith"
    }
</Setting>
Auto setting default value on field

The New Search Experience (NSX) in TVC allows user to find objects of interest by configuring the search within a page. NSX comes with side panel for search and the results are displayed in a flat table. NSX supports search providers - Enovia, Exalead or other data source.

When NSX form gets loaded, the fields can be pre-populated with their default values.

However, it might be needed that these default values are not pre-selected but can be added with a single click.

As an example for a person field, the default value could be the logged in user; but the user may want to set the value on click of an icon instead of prefilling it. We have now added a new feature of setting the default value by clicking an icon This feature is only applicable for an auto-complete field. This can be enabled by using the below settings :

<Settings>
    <Setting name="currentUserDefault" value="true" />
    <Setting name="setToDefaultOnIconClick" value="true" />
    <Setting name="populateDefaultValueIcon" value="ti-c ti-person-c" />
    <Setting name="populateDefaultValueIconTooltip" value="Click to set context user" />
</Settings>

The icon and its tool tip are configurable. The tooltip also supports localization.

image
Figure 11. Icon to set default value
Built-in Conditional Fields

Classification built-in conditional field add interface attributes from selected Classification/Family object to searchform.

Example:

<ClassificationField>
    .
    .
    <ConditionalFields></ConditionalFields>
    .
</ClassificationField>

It is also possible to use custom conditionals field, see Conditional Fields for details.

1.3.9. UI Types

For each field a UI type is configured. It defines what kind of user interface that is presented to the user. Is it a simple text input field, datepicker, autocomplete field where data is fetched from the server or some other kind of UI.

If no UI type is configured for a field a (hopefully) sensible decision is done
Text

A simple input field where a user can enter a text.

Suitable for example when searching in name and description in ENOVIA.

User can also search for multiple values in a text field by using below setting :

Example:

<Field>
    .
    .
    <UIType>text</UIType>
    <Settings>
        <Setting name="allowMultipleValues" value="true" />
        <!-- Optional Settings for custom preferences-->
        <Setting name="reactselect">
            {
            "menuIsOpen": "true",
            "placeholder": "Enter Text",
            "noOptions": "Value already added!"
            }
        </Setting>
    </Settings>
    .
</Field>

The react-select component is used to provide the mutivalued feature. Settings available in the documentation is possible to configure using the <Setting value="reactselect"> element.

image
Figure 12. Multivalued Text Field
Autocomplete

Autocomplete field aiding the user to select a value. As the user enters a value the available values are presented in a dropdown.

There are two ways to specify the values the user can choose from:

  1. Predefined list of values. Configure the available values using the Values element. The values are sent to the client when the search form is rendered and no later requests to the server is required.

  2. AutoCompleteHandler. Specify which AutoCompleteHandler which should provide values, e.g. type or person. When the user enters a search term a request is sent to server for evaluating suitable values.

Configure which AutoCompleteHandler to use and other settings using a <Setting> with the name set to autocompletehandler.

Example configuring a field to use the type AutoCompeleteHandler:

<Field>
    <Label>Type</Label>
    <DataField>type</DataField>
    <UIType>autocomplete</UIType>
    <Settings>
        <Setting name="autocompletehandler">
        {
            "name": "type",
            "rootTypes": [ "Part" ]
        }
        </Setting>
    </Settings>
</Field>
This is quite close to what is done behind the scenes when using the Built-in TypeField

More information about AutoCompleteHandlers is found in the TVC Classic Core documentation.

The react-select component is used to provide the autocomplete feature. Settings available in the documentation is possible to configure using the <Setting value="reactselect"> element.

Example:

<Setting name="reactselect">
{
    getOptionValue: (option) { return option.id; },
    getOptionLabel: (option) { return option.login; }
}
</Setting>
Multi Value Selection

React select supports selection of multiple values, to enable isMulti setting should be set to true using the <Setting name="reactselect"> element as shown below.

<Setting name="reactselect">
     {
         "isMulti": "true"
     }
</Setting>

React-Select has undergone significant changes in version 2. The main change, from a search form perspective, is that the valueKey and labelKey no longer are supported. Instead the methods getOptionValue(option) and getOptionLabel(option) are used, see example above. More details is found in the upgrade guide. Helium 2018.6.0+ is using React-Select version 2.

Ranges

Presents a fixed number of ranges to the user. This could for example be the ranges of an ENOVIA attribute or a number of states.

The available ranges to choose from is specifid using the Values element.

Example displaying ranges for the Material Category attribute:

<Field>
    <Label>Material Category</Label>
    <DataField>ATTRIBUTE_MATERIAL_CATEGORY</DataField>
    <UIType>ranges</UIType>
    <Values attribute="attribute_MaterialCategory" />
</Field>

Settings:

Attribute Name Description Default Example

showFilter

Show input field above ranges used to filter visible ranges.

false

 
<Settings>
    <Setting name="showFilter" value="true" />
</Settings>

showAllRanges

If all ranges should be shown. User will need to scroll in case this setting is false.

false

 
<Settings>
    <Setting name="showAllRanges" value="true" />
</Settings>

showRangeAmount

Number of ranges to show in case showAllRanges is false.

5

 
<Settings>
    <Setting name="showRangeAmount" value="10" />
</Settings>

expandGroups

Controls if the groups should be expanded when the search form is loaded. Useful in case there are a large amount of groups / ranges.

true

 
<Settings>
    <Setting name="expandGroups" value="false" />
</Settings>

hideRangesWithZeroCount

Controls if ranges with count zero should be hidden.

false

 
<Settings>
    <Setting name="hideRangesWithZeroCount" value="true" />
</Settings>

termFieldRequired

It’s possible that the user will want to make the term field mandatory. By specifying it as a search config level, it can be used. / ranges.

false

 
<Settings>
    <Setting name="termFieldRequired" value="true" />
</Settings>
The count for each range is displayed in case that information is available in the provided values
Try exchanging the UIType to autocomplete to see if it fits better for your needs
Date Picker

The user can select a date range to search within. If only start / end is selected all objects after / before the date is displayed.

Example:

<Field>
    <Label>Modified</Label>
    <DataField>modified</DataField>
    <UIType>datepicker</UIType>
</Field>
The UI type is redundant in the example above. As modified is specified on the field element sensible default values for the field are applied. For example, the UIType is set to datepicker as modified has the data type date.

The react-daterange-picker component is used to provide the datepicker feature. Settings available in their documentation is possible to configure by adding a <Setting> with the name reactdates.

Example configuring react-dates to display three months in the picker and remove the clear button:

<Field>
    <Label>Modified</Label>
    <DataField>modified</DataField>
    <UIType>datepicker</UIType>
    <Settings>
        <Setting name="reactdates">
        {
            "numberOfMonths": 3,
            "showClearDates": false
        }
        </Setting>
    </Settings>
</Field>

Settings:

Attribute Name Description Default Example

valuesInclusive

Includes the specified ‘from’ and ‘to’ values

true

 
<Settings>
    <Setting name="valuesInclusive" value="false" />
</Settings>

dateDisplayFormat

Date Format to be used for this field. Input format based on Unicode Technical Standard. Supported values are: y, M, MM, MMM, MMMM, d, dd.

'd-M-y'

 
<Settings>
    <Setting name="useOldDatePicker" value="false" />
</Settings>

useOldDatePicker

Displays older date picker for selection (depreciated)

false

 
<Settings>
    <Setting name="useOldDatePicker" value="true" />
</Settings>
The old date picker using the setting useOldDatePicker is depreciated and might get removed in future releases.
Slider

Used to define a number range to search within. Useful when searching for instance of Parts with weight between 12 and 30 grams.

Dimensions can be added using Dimensions tag.

A slider is displayed to allow the user to easily adjust the range.

Example configuration:

<Field attribute="attribute_Weight">
    <Label>Weight</Label>
    <UIType>Slider</UIType>
    <Settings>
        <Setting name="unit" value="g" />
        <Setting name="min" value="0" />
        <Setting name="max" value="100" />
    </Settings>
</Field>

Example configuration with dimensions:

image
Figure 13. Search With Dimensions
<Field attribute="attribute_Weight">
    <Label>Weight</Label>
    <UIType>Slider</UIType>
    <Settings>
        <Setting name="searchWithUnit" value="true" />
        <Setting name="min" value="0" />
        <Setting name="max" value="100" />
    </Settings>
</Field>
The UI type is redundant in the example above. As the attribute weight is specified on the field element sensible default values for the field are applied. For example, the UIType is set to slider as weight contains numeric values.

Settings:

Attribute Name Description Default Example

showSlider

Should the slider be displayed

true

 
<Settings>
    <Setting name="showSlider" value="false" />
</Settings>

min

The minimum value that is selectable. This setting is mandatory in case the slider is displayed.

 
<Settings>
    <Setting name="min" value="0" />
</Settings>

max

The maximum value that is selectable. This setting is mandatory in case the slider is displayed.

 
<Settings>
    <Setting name="max" value="100" />
</Settings>

unit

A unit to display next to the input fields, e.g. $ and g.

 
<Settings>
    <Setting name="unit" value="$" />
</Settings>

searchWithUnit

should the field allow search with available dimensions for numeric types.

false

 
<Settings>
    <Setting name="searchWithUnit" value="true" />
</Settings>

step

Increments when changing the value using the slider.

1

 
<Settings>
    <Setting name="step" value="0.1" />
</Settings>

precision

Decimal precision for the field.

1

 
<Settings>
    <Setting name="precision" value="3" />
</Settings>

valuesInclusive

Includes the specified ‘from’ and ‘to’ values

true

 
<Settings>
    <Setting name="valuesInclusive" value="false" />
</Settings>
Tree Field

Treefield can be used to create a tree-like structure with nodes and each node can be expanded or selected. It is useful for selecting values from classification and sub-classification like type hierarchy.

There are three ways to specify the values/nodes the user can select from:

  1. Predefined list of values. Configure the available values/nodes using the Values element. The values/nodes are sent to the client when the search form is rendered and no further request to the server is required.

  2. TreeHandler. Specify which TreeHandler should provide values/nodes, e.g. type or businessobject. When the user expands a node a request is sent to the server for fetching child nodes. Child nodes are added to expanded node and child nodes can further be expanded.

  3. Combination of both. Configure the available values/nodes using the Values element and specify which TreeHandler which should provide values/nodes on expanding the preconfigured nodes. The predefined values/nodes are sent to the client when the search form is rendered. When the user expands a node a request is sent to the server for evaluating and fetching child values/nodes. Combination of both us useful to define the root node, which can be further expanded.

Type Hierarchy

Following settings are supported by Treefield:

Setting Name Description Default Example

showValueCount

Whether to show count against the node if provided by TreeHandler.

true

 
<Settings>
    <Setting name="showValueCount" value="false" />
</Settings>

selectChildren

Whether child nodes should be auto selected on selecting parent node.

If this is configured true, child nodes cannot be unselected when parent node is selected.

false

 
<Settings>
    <Setting name="selectChildren" value="true" />
</Settings>

submitOnlyParent

Whether to submit only parent node when child nodes are auto selected.

This setting is applicable only when selectChildren is true.

false

 
<Settings>
    <Setting name="submitOnlyParent" value="true" />
</Settings>

showAllNodes

Whether to show all nodes or show limited number of nodes with scroll.

false

 
<Settings>
    <Setting name="showAllNodes" value="true" />
</Settings>

showNodesCount

How many node should be visible, after which scroll will be shown.

5

 
<Settings>
    <Setting name="showNodesCount" value="8" />
</Settings>

loadOptions

A JSON configuration object used to define TreeHandler and other sub settings needed by TreeHandler. See Tree Handlers for more detail.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "com.acme.CustomTreeHandler"
    },
    "valueKey": "value",
    "labelKey": "label"
}
</Setting>
Predefined Values

Predefined values can be specified using Values element. Attribute parent can be used to build a node hierarchy for predefined values.

Example:

<Field id="type" sectionId="basic">
    <UIType>tree</UIType>
    <Label>Type</Label>
    <DataField>TYPE</DataField>
    <Values>
        <Value value="Part">Part</Value>
        <Value value="Software Part" parent="Part">Software Part</Value>
        <Value value="Hardware Part" parent="Part">Hardware Part</Value>
        <Value value="Mechanical Part" parent="Hardware Part">Mechanical Part</Value>
        <Value value="Electrical Part" parent="Hardware Part">Electrical Part</Value>
    </Values>
</Field>
image
Figure 14. Predefined Tree Nodes
Predefined values can be used to load root nodes when used together with a TreeHandler.
Tree Handlers

A TreeHandler is used to expand a node. When a node is expanded an ajax request is sent to the server with the expanded node as input, the TreeHandler processes this input and prepares a list of child nodes, which are sent back to the client. Child nodes are added to the expanded node and node is marked as expanded.

Tree handler is a java class and must implement following interface com.technia.tvc.search.ui.tree.handler.TreeHandler. Tree handler can be configured using a <Setting> called loadOptions with the handler name set to treehandler.

Example configuring a field to use the type TreeHandler:

<Field id="type2" sectionId="basic">
    <UIType>tree</UIType>
    <Label>Type</Label>
    <DataField>TYPE</DataField>
    <Values>
        <Value value="Part" default="true" disableSelection="false">Part</Value>
    </Values>
    <Settings>
        <Setting name="casesensitive" value="true" />
        <Setting name="showValueCount" value="true" />
        <Setting name="selectChildren" value="true" />
        <Setting name="submitOnlyParent" value="false" />
        <Setting name="loadOptions">
        {
            "handler": {
                "name": "com.acme.CustomTreeHandler"
            },
            "valueKey": "value",
            "labelKey": "label"
        }
        </Setting>
    </Settings>
</Field>

Following sub settings are supported by loadOptions:

Setting Name Description Default Example

forceNodeFetchOnExpand

Whether a new server request should be made when an already expanded node is collapsed and expanded again. This setting should be set to true when nodes are business objects and data can change in between.

false

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "com.acme.TreeHandler",
        ....
    },
    "forceNodeFetchOnExpand": "true"
}
</Setting>

valueKey

Key which should be used to retrieve value from added child node.

value

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "com.acme.TreeHandler",
        ....
    },
    "valueKey": "value"
}
</Setting>

labelKey

Key which should be used to retrieve label from added child node.

label

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "com.acme.TreeHandler",
        ....
    },
    "labelKey": "label"
}
</Setting>
Built in Tree Handlers

There are two built in TreeHandlers:

Type

type TreeHandler is used to create a tree field based on Enovia type hierarchy. Each node represents a type in Enovia and on expanding its subtypes are fetched and added as child nodes. It can be configured using shorthand type as shown below -

<Field id="type2" sectionId="basic">
    <Values>
        <Value value="Part" default="true" disableSelection="false">Part</Value>
    </Values>
   ...
    <Settings>
        <Setting name="loadOptions">
        {
            "handler": {
                "name": "type"
            },
            "valueKey": "value",
            "labelKey": "label"
        }
		</Setting>
    </Settings>
</Field>
Business Object

businessobject TreeHandler is used to create a tree field by expanding the business object. To start a root node or nodes must be configured. The root node can be configured as a static node via predefined values and value must be root which acts as a starting node. On expanding the starting node, businessobject adds real root nodes under the starting node via Enovia MQL query as configured in handler settings. When the root node or nodes are expanded, Enovia MQL expand is used to add child nodes under the root node.

Root node configured as predefined value is dummy node and lets TreeHandler businessobject know that root nodes should be added via Enovia MQL query. On each node expansion thereafter Enovia MQL expand is performed.

Business object handler can be configured using short hand TreeHandler businessobject.

Following sub settings are supported by businessobject TreeHandler:

Setting Name Description Example

rootTypePattern

Type pattern to quering the root nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "rootTypePattern": "type_Libraries",
        ....
    }
}
</Setting>

rootNamePattern

Name pattern to quering the root nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "rootNamePattern": "Diode*",
        ....
    }
}
</Setting>

rootRevPattern

Revision pattern to quering the root nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "rootRevPattern": "A",
        ....
    }
}
</Setting>

rootVaultPattern

Vault pattern to quering the root nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "rootVaultPattern": "eService Production",
        ....
    }
}
</Setting>

rootWhereClause

Where clause that should be applied while quering the root nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "rootWhereClause": "current == Active",
        ....
    }
}
</Setting>

disableRoots

Whether root nodes should be disabled for selection.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "disableRoots": "true",
        ....
    }
}
</Setting>

typePattern

Type pattern for expanding root and other nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "typePattern": "type_PartFamily",
        ....
    }
}
</Setting>

relPattern

Relationship pattern for expanding root and other nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "relPattern": "B",
        ....
    }
}
</Setting>

relWhereClause

Relationship where clause for expanding root and other nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "relWhereClause": "attribute[Is Primary Plant] == True",
        ....
    }
}
</Setting>

objectWhereClause

Object where clause for expanding root and other nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "objectWhereClause": "current != Inactive",
        ....
    }
}
</Setting>

displayMacro

displayMacro for showing lable of expanded child nodes.

 
<Setting name="loadOptions">
{
    "handler": {
        "name": "businessobject",
        "displayMacro":"${name} ${current}",
        ....
    }
}
</Setting>

Example businessobject handler configuration for the scenario where can select a part family classification. In Enovia part families are connected with libraries and part families can have subpart families. In the configuration below on expanding dummy start node, part libraries are queried using root config settings and part library and part family are further expanded using type and rel patterns.

<Field sectionId="related">
    <Label>Classification Tree</Label>
    <DataField>to[Classified Item].from.id</DataField>
    <ConditionalFields></ConditionalFields>
    <UIType>tree</UIType>
    <Values>
        <Value value="root" disableSelection="true">Start...</Value>>
    </Values>
    <Settings>
        <Setting name="loadOptions">
        {
            "handler": {
                "name": "businessobject",                       // handler name
                "rootTypePattern": "type_Libraries",            // Root type pattern
                "rootNamePattern": "*",                         // Root name pattern
                "rootRevPattern": "-",                          // Root revision pattern
                "rootVaultPattern": "vault_eServiceProduction", // Root vault pattern
                "rootWhereClause": "current == Active",         // Root where clause
                "disableRoots": "true",                         // If part library should be disabled for selection
                "typePattern": "type_PartFamily",               // Type pattern for part family. Supports more than one comma separated values.
                "relPattern": "relationship_Subclass",          // Relation between library and part family and between part family and
                                                                // sub part families. Supports more than one comma separated values.
                "objectWhereClause": "current == Active",       // Relation where clause
                "displayMacro":"${name} ${current}"             // Display marco
            },
            "valueKey": "value",
            "labelKey": "label"
        }
    	</Setting>
    	<Setting name="submitOnlyParent" value="true" />
    </Settings>
</Field>
Part Classification Tree Field
In this example we are adding a dummy start node in the begining and on expanding dummy start node, root nodes are added as child to dummy nodes. It is possible to use combination of predefined values and businessobject TreeHandler to laod root nodes directly as searchform is loaded.
Combination of Predefined Values and TreeHandler

A root node or nodes in the tree field are the starting point tree expansion. It is important to configure root nodes properly for the intuitive end-user experience. For example when using a built-in TreeHandler type, the root node can be configured using a predefined value :

<Field id="type2" sectionId="basic">
    <Values>
        <Value value="Part" default="true" disableSelection="false">Part</Value>
    </Values>
   ...
    <Settings>
        <Setting name="loadOptions">
        {
            "handler": {
                "name": "type"
            },
            "valueKey": "value",
            "labelKey": "label"
        }
		</Setting>
    </Settings>
</Field>

or in case of businessobject handler root nodes can be added using root node configuration. However, it is possible to use a custom java class to load root nodes and allow businessobject handler to only handle the expansion of nodes. See Values for more details.

<Field sectionId="related">
    <Label>Classification Tree</Label>
    <DataField>to[Classified Item].from.id</DataField>
    <ConditionalFields></ConditionalFields>
    <UIType>tree</UIType>
    <Values className="com.acme.RootNodeProvider" />
    <Settings>
        <Setting name="loadOptions">
        {
            "handler": {
                "name": "businessobject",                       // handler name
                "typePattern": "type_PartFamily",               // Type pattern for part family
                "relPattern": "relationship_Subclass",          // Relation between library and part family and between part family
                                                                // and sub part families.
                "objectWhereClause": "current == Active",       // Relation where clause
                "displayMacro":"${name} ${current}"             // Display marco
            },
            "valueKey": "value",
            "labelKey": "label"
        }
    	</Setting>
    </Settings>
</Field>

1.3.10. Term Field

Term field is special field designed to be used for search overlay. Implementing Search Provider can decide on how to interpret term field and use for performing search. See Enovia Provider Settings for details on how built-in ENOVIA Search Provider uses term field. Term field can be identified by property FieldType as term on field.

1.3.11. Section Configuration Format

The root element is <Section> and the following child elements and attributes are supported:

Name Description Example

id

Attribute on <Section> tag.

id is mandatory and should be unique for each section. 
<Section id="basic">
...
</Section>

Label

The label for the section. I18n is supported through string resources file.

 
<Label>Type</Label>

Tooltip

Tooltip for the field. Displayed when hovering the label.

 
<Tooltip>
    <Header>Basic</Header>
    <Content>Section to display basic fields.</Content>
</Tooltip>

Expanded

Whether section should be expanded on load of searchform. Default value is true.

 
<Expanded>true</Expanded>

Sections can be used to divide fields into collapsible group or sections. Each field configuration should specify its section using attribute sectionId on <Field> tag, which should match with id on corresponding <Section>. See example configuration below -

<SearchForm>
    <Title>Part Search</Title>
    <Sections>
    	<Section id="basic">
    		<Label>com.technia.tvc.search.form.name.label</Label>
    		<Tooltip>
    			<Title>Basic Fields</Title>
    			<Content>This is a section for basic fields.</Content>
    		</Tooltip>
    		<Expanded>true</Expanded>
    	</Section>
    	<Section id="classification">
    		<Label>Classification</Label>
    		<Tooltip>
    			<Title>Classification Fields</Title>
    			<Content>This is a section for classification fields.</Content>
    		</Tooltip>
    		<Expanded>false</Expanded>
    	</Section>
    	<Section id="others">
    		<Label>Other</Label>
    		<Tooltip>
    			<Title>Other Fields</Title>
    			<Content>This is a section for other fields.</Content>
    		</Tooltip>
    		<Expanded>false</Expanded>
    	</Section>
    </Sections>
    <Fields>
        <NameField sectionId="basic">
        	<Settings>
                <Setting name="casesensitive" value="true" />
            </Settings>
        </NameField>
        <TypeField id="type" sectionId="basic">
            ...
        </TypeField>

        <StateField sectionId="basic">
            ...
        </StateField>

        <RevisionField sectionId="basic">
            ...
        </RevisionField>

        <ClassificationField sectionId="classification">
            ...
        </ClassificationField>

        <Field sectionId="others">
            ...
        </Field>

        <PersonField sectionId="others">
            ....
        </PersonField>

        <Field attribute="attribute_MaterialCategory" id="material_category" sectionId="classification">
        ...
        </Field>
    </Fields>
</SearchForm>

Search criteria can be saved using saved search functionality. Saved searches can be loaded to fill search criteria on the search form. User can also directly launch a search by clicking on find icon.

image
Figure 15. Save Search
image
Figure 16. Load Search

Search criteria present on search form can be exported as URL, which can be shared as copied text. Exported URL can then be directly be used to launch search in overlay mode. When a search is launched via URL, a default empty homepage is shown in the background to avoid loading heavy homepage impacting performance. However, it is possible to load a custom homepage via configuration tag <HomePage> on search config. <HomePage> should have the page reference that needs to be loaded in the background.

Example:

<Search provider="enovia" version="2">
    ...
    <HomePage>
        <Page namespace="helium" name="SearchPage.xml"/>
    </HomePage>
</Search>
image
Figure 17. Export Search

1.3.14. User settings

Search On Criteria Update

User Setting to enable/disable Search On Criteria Update for Search.

User can now control whether the search is submitted when the search criteria is updated. Earlier this feature was limited to search config and it was not possible to enable or disable for a specific user.

A built-in command SaveSearchUserSettings is added to allow users to enable or disable search on criteria updates. This built-in command needs to be added to the search form toolbar.

For detailed information on search on criteria update, please refer Search On Criteria Update

Search On Load

User Setting to enable/disable Search On Load for Search. Search config setting SearchOnLoad can be used to perform the initial search as search form loads.

User can now control whether the search should be initiated when the search form loads. Earlier this feature was limited to search config and it was not possible to enable or disable for a specific user.

A built-in command is added to allow users to enable or disable search on load feature. This built-in command needs to be added to the search form toolbar.

For detailed information on search on load, please refer Search On Load

<Toolbar>
  <SaveSearchUserSettings />
</Toolbar>
SaveSearchUserSettings command is used to club both the user settings ie Search On Criteria Update and Search On Load
image
Figure 18. Usersetting for search on criteria update & search on load

1.3.15. Javascript API

Methods

Method Description

setCriteria

Sets the criteria on search form

getCriteria

Gets the search criteria

updateFieldsVisibility

Updates visibility of fields on searchform

getState

Current fields of search form. State of searchform represents all the fields within searchform.

setFieldValues

Sets the field values on search form.

setFields

Sets the fields on search form. It is used when search result returns search form fields.

updateFieldValueCounts

Updates count on searchform fields.

on

Register to an event

off

Deregister to an event

Events

Event Name Description

search

Called when search button is clicked.

close

Called when searchform is closed

resetFields

Called when fields are reset.

criteriaUpdate

Called when search criteria is updated.

1.3.16. Example Configuration

<?xml version="1.0" encoding="UTF-8"?>
<SearchForm>
    <Title>Part Search</Title>

    <Fields>
        <NameField />

        <TypeField>
            <Values>
                <Value value="Part" default="true" />
            </Values>
            <SearchableTypes>
                <Type>type_Part</Type>
                <Type>type_DOCUMENTS</Type>
            </SearchableTypes>
            <Tooltip>
                <Title>customer.search.type.tooltip.title</Title>
                <Content>customer.search.type.tooltip.content</Content>
            </Tooltip>
        </TypeField>

        <Field>
            <Label>Material Category</Label>
            <DataField>MATERIAL_CATEGORY</DataField>
            <Values attribute="attribute_MaterialCategory" />
            <Settings>
                <Setting name="showFilter" value="true" />
                <Setting name="showRangeAmount" value="10" />
            </Settings>
        </Field>
    </Fields>
</SearchForm>

1.3.17. Toolbar Configuration Format

Toolbar can be configured inline within a searchform. Command/Menu can be configured in a separate file and added to the toolbar element.

image
Figure 19. SearchForm Toolbar

The command configuration files are placed in the folder command and menu configuration files are placed in the folder menu. If configured in a separate file, it can be referred within searchform using attribute ref as below -

<Toolbar>
    <Command ref="tvc:command:helium/mail.xml"/>
    <Menu ref="tvc:menu:helium/mymenu.xml"/>
</Toolbar>
Command Configuration Format

The root element is <Command> and the following child elements are supported:

Name Description Example

Label

The label for the command. I18n is supported through string resources file.

 
<Label>Mail</Label>

Alt

Tooltip for the command. Displayed when hovering the label.

 
<Alt>This is the tooltip.</Alt>

FontIcon

Icon for the command. Displayed left of the label.

 
<FontIcon>ti-f ti-mail-f</FontIcon>

Setting

Setting with name and value can be passed to include onClick and other required information.

 
<Setting name="onClick" value="App.searchFunctions.customFunction"></Setting>

The root element is <Menu> and the following child elements are supported:

Name Description Example

Label

The label for the command. I18n is supported through string resources file.

 
<Label>Mail</Label>

Alt

Tooltip for the menu. Displayed when hovering the label.

 
<Alt>This is the tooltip.</Alt>

FontIcon

Icon for the menu. Displayed left to the label.

 
<FontIcon>ti-f ti-mail-f</FontIcon>

Command

Commands for this menu visible as dropdown elements on clicking the menu.

 
<Command ref="tvc:command:helium/mail.xml" />
In-built Commands:

The in-built search commands can also be configured and only icon,label and tooltip can be modified.

<SaveSearch>
    <Label>save</Label>
    <FontIcon>ti-f ti-save-f</FontIcon>
    <Alt>Save Search</Alt>
</SaveSearch>
<LoadSearch>
    <Label>load</Label>
    <FontIcon>ti-f ti-menu-f</FontIcon>
    <Alt>Load Search</Alt>
</LoadSearch>
If toolbar is not defined in the searchForm, a default toolbar with in-built commands takes its place. If toolbar is configured, these inbuilt commands are needed to be included if required.

1.4. Search Providers

1.4.1. ENOVIA Search Provider

Built-in ENOVIA Search Provider can be used to perform search in ENOVIA. It can be used with enovia callsign name in Search Configuration.

<Search provider="enovia" />
Settings

ENOVIA Search Provider supports following settings, which are defined in Search Configuration. See Configuration Format for details on how to configure settings.

Setting Name Description Default Example

vault

Enovia vaults where search should be performed. Multiple comma separated vaults can be configured.

eService Production

 
<Settings>
    <Setting name="vault" value="vault_eServiceProduction, vault_ACMEVault" />
</Settings>

where

A custom where clause can be passed to search provider. For example it can be used to search only non-obsolete parts.

none

 
<Settings>
    <Setting name="where" value="current != 'Obsolete'" />
</Settings>

termWhere

termWhere is applicable for term search. It defines where clause, into which user search term is to be injected while performing Enovia search. For example, if user entered term search as test, Enovia where clause will look like name ~~ 'test' OR type ~~ 'test' OR description ~~ 'test'

name ~~ '%s' OR type ~~ '%s' OR description ~~ '%s'

 
<Settings>
    <Setting name="termWhere" value="name ~~ '*%s*' OR description ~~ '*%s*' OR current ~~ '*%s*'" />
</Settings>

1.4.2. EXALEAD Search Provider

Built-in EXALEAD Search Provider can be used to perform search in Exalead. It can be used with exalead callsign name in Search Configuration.

<Search provider="exalead" />
Settings

EXALEAD Search Provider supports following settings, which are defined in Search Configuration. See Configuration Format for details on how to configure settings.

Setting Name Description Default Example

xl:termFields

Fields against which term search should be evaluated.

Term search is by default queried as against all indexed fields

 
<Settings>
    <Setting name="xl:termFields" value="NAME,DESCRIPTION" />
</Settings>

xl:sortField

Field on which search should be sorted.

none

 
<Settings>
    <Setting name="xl:sortField" value="NAME" />
</Settings>

xl:sortOrder

Sort order of search result.

ascending

 
<Settings>
    <Setting name="xl:sortOrder" value="DESCENDING" />
</Settings>

xl:enableWildcardSearch

Whether to add wildcard to term search.

false

 
<Settings>
    <Setting name="xl:enableWildcardSearch" value="false"/>
</Settings>

xl:inlcudeFacets

Whether to include facets or field counts.

true

 
<Settings>
    <Setting name="xl:inlcudeFacets" value="true" />
</Settings>

1.4.3. RevisionField

In case of exalead search provider, RevisionField can be configured in search form like below

<RevisionField sectionId="basic">
    <AnyRevision />
    <FirstRevision />
    <LastRevision />
    <LatestInState policy="EC Part" state="Release" />
    <LastAndLatestInRelease />
    <Settings>
        <Setting name="xl:lastRevision" value="LASTREVISION"></Setting>
        <Setting name="xl:firstRevision" value="FIRSTREVISION"></Setting>
        <Setting name="xl:latestRevision" value="LATESTREVISION"></Setting>
        <Setting name="xl:lastAndLatestRevision" value="LASTANDLATESTREVISION"></Setting>
    </Settings>
</RevisionField>

Following Exalead settings can be defined on search form fields. See Field Configuration Format for details on how to configure settings.

Setting Name Description Default Example

xl:firstRevision

Exalead key for first revision.

NOTE

This setting is applicable for revision field.

FIRSTREVISION

 
<Settings>
    <Setting name="xl:firstRevision" value="FIRSTREVISION" />
</Settings>

xl:lastRevision

Exalead key for last revision.

NOTE

This setting is applicable for revision field.

LASTREVISION

 
<Settings>
    <Setting name="xl:lastRevision" value="LASTREVISION" />
</Settings>

xl:latestRevision

Exalead key for latest revision.

NOTE

This setting is applicable for revision field.

LATESTREVISION

 
<Settings>
    <Setting name="xl:latestRevision" value="LATESTREVISION" />
</Settings>

xl:lastAndLatestRevision

Exalead key for lastAndLatestRevision revision.

NOTE

This setting is applicable for revision field.

LASTANDLATESTREVISION

 
<Settings>
    <Setting name="xl:lastAndLatestRevision" value="LASTANDLATESTREVISION" />
</Settings>

xl:showZeroCount

Whether '0' should be shown when Exalead count for a field value is 0.

false

 
<Settings>
    <Setting name="xl:showZeroCount" value="true" />
</Settings>

1.4.4. Custom Search Provider

Custom Search Provider can be used to perform search. Custom Search Provider should implement interface com.technia.tvc.search.api.SearchProvider and provide implementation to method search(SearchContext context). SearchContext object provide access to following api to perform search.

API Description

getCriteria

Search criteria supplied by the client. Typically what the user enters in the search form including term search.

getSearchForm

Instance of searchform to be used to get access to data fields against which search is performed

getDataFields

DataField which should be include in search result. This is used for rendering search result on UI.

getSettings

Custom Settings defined in Search Config. This is useful for passing adhoc settings to SearchProvider, see ENOVIA Search Provider Settings for reference.

getSectionProvider

Section Provider to be used for sectionizing search results. Refer Built-in Section Provider for default implementation.

getSearchForm

Instance of searchform to be used to get access to data fields against which search is performed