Question
Hawaii Medical Service Association
US
Last activity: 25 Oct 2016 2:28 EDT
Customizing Search and Display table from Case Manager Portal
When I search with some words in the search field in case manager portal, I can see that the search result appears in a table. I would like to customize the search table to display other fields in place of case type, description etc. from the page and page list during the case creation. What steps and rules would make it possible?
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Accepted Solution
Pegasystems
IN
I would suggest you go through the PDF attached to this link for details on customizing search - https://collaborate.pega.com/discussion/ask-expert-data-engine-full-text-search
Also, the following link would be useful - https://community.pega.com/knowledgebase/release-note/method-specifying-custom-search-properties-has-changed
Incessant Technologies
IN
Hi,
Trace when you are searching and try to find on what page it is showing and what properties are mapped. So based on that customize your section and put the other properties.
Hawaii Medical Service Association
US
Hi MANOJMANDA,
Thank you. Is there any reading materials to understand the PRPC search functionality for work objects in user portal?
Hawaii Medical Service Association
US
I have observed the search has been done via a pagelist defined in Work- class from Work- class itself. I need to search the properties defined in the data class at implementation level. Would you please provide a design and implementation aspects for modifying search to include the properties defined in the data class and refered as pagelist in the implementation level work class?
Accepted Solution
Pegasystems
IN
I would suggest you go through the PDF attached to this link for details on customizing search - https://collaborate.pega.com/discussion/ask-expert-data-engine-full-text-search
Also, the following link would be useful - https://community.pega.com/knowledgebase/release-note/method-specifying-custom-search-properties-has-changed
Hawaii Medical Service Association
US
Thanks Nistr,
I will go over it and update you.
Hawaii Medical Service Association
US
Hello Nistr,
I found there is a case search gadeget which refers to a section that pulls case data via report definition. Do you recommend to override this section, and the report definition?
Pegasystems
IN
I found there is a case search gadeget which refers to a section that pulls case data via report definition. Do you recommend to override this section, and the report definition?
I am not sure if this is the right section (as I am not a UI expert). For "Responsive" mode of the FindWork search gadget, we definitely use a report definition as a source to retrieve data against the full text search index (rather than the database using SQL). You will have to override the Data-CustomProperties-Search instance, the report definition and the section to display your own columns in search results.