The Document System contains queries that are used in different areas of iMIS to search for customer records. These queries are found in the Common > Queries > Search folder.
The finder allows one of those queries to be used as a pop up search option within a prompt much as the Key Contact search operates within Process Manager.
To attach a query as a Finder to a field
1. Make sure you have a query you will reference with your search and that the query includes the ID Number and the Full Name or Company Name on the display tab.
2. Save in a central location (such as Common | Queries | Search).
3. From Tools > Business object designer, select your object from the list and click Edit.
4. On the Properties tab, select the property that needs values and select the Values sub-tab.
5. Select the Finder radio button.
6. Browse and select the query you want to attach.
7. Define the Data Value to match the ID that exists in the data.
8. Define the Display Value to match the expanded description that describes the Data Value.
9. Click Save and Publish. Any messages should state that there are no errors.
10. Test your changes by writing a query against the object, selecting the property on the Filters tab, and confirming that it now includes a Value list.
To use a Finder with a referenced object
You can use a finder with a Business Object as the source for the Finder's data, instead of having to build an IQA query to return the records.
1. From Tools > Business object designer, select your object from the list and click Edit.
2. On the Properties tab, select the property that needs a finder and select the Definition sub-tab.
3. In the References Object field, enter the name of the BOD object you want to use to populate the Finder.
4. Select the Display tab under Properties.
5. Select Finder as the Display Control.
6. Click Save and Publish. Any messages should state that there are no errors.