Adding Search Fields to Auto-Complete Validations

Auto-completes can be configured to display additional filter fields in the Select window. These fields can be used to search other properties than the primary values in the list. Users can provide values in the filter fields, and then click Find to display only the values that match the search criteria.

Note: Filter fields offer a powerful way to efficiently locate specific values. As you add filter fields to an auto-complete validation, consider the following:

  • Ensure that the filter fields are functionally related to the listed values. For example, a validation that provides a list of request types can include a filter field for a specific Department associated with the request types.

  • Consider reusing (copying) an auto-complete validation and modifying the filter fields to display a subset of the list. Use the Displayed, Display Only, and Default fields in the Filter Field window, to configure the auto-complete values to automatically limit the results.

  • Performance can degrade if you join tables over database links.

Use this functionality only for complex fields.

To add a filter field to the auto-complete validation:

  1. Click the Filter Fields tab.

  2. Click New.

    The Field: New window opens.

  3. Provide the required and any optional information for the following:

    Field Name

    Description

    Field Prompt

    Name displayed for the field in the auto-complete Select window.

    Product

    PPM product that uses the field.

    Validation

    Validation for the filter field. You can select any type of validation, except for auto-complete type validations.

    Valid values are appended to the WHERE clause in the SQL query that determines the ultimate auto-complete display.

    New

    Opens the Validation window, where you can construct a new validation for the filter field. Note that you cannot use an auto-complete type validation for the filter field.

    Open

    Opens the Validation window and displays the definition of the validation specified in the Validation field.

    Token

    Token for the field value. The token value is appended to the WHERE clause in the SQL query that determines the ultimate auto-complete display.

    Description

    Filter field description.

    Component Type

    Component type for the filter field, determined by its validation.

    Default Value

    Default value for the filter field, determined by its validation.

    Enabled

    Determines whether the filter field is enabled.

    Display

    Determines whether the filter field is visible to the user in the auto-complete's Select window.

    Display Only

    Determines whether the filter field is updatable. When Display Only is set to Yes, the field can not be updated.

    When the auto-complete user chooses a value for this field, append to WHERE clause:

    AND clause appended to the portlet's WHERE clause if the user specifies a value in this filter field. The value in this field must start with 'AND'.

    Each filter field appends its term to the portlet query if the user specifies a value in the Select window.

    For example, if the filter field uses the CRT-Priority-Enabled validation and a filter field token of P_PRIORITY, type the following:

    AND R.PRIORITY_CODE = '[P.P_PRIORITY]'

    View Full Query

    Opens a window that displays the full query.

  4. Click OK.

    You are returned to the Validation window.

  5. Continue adding filter fields.

  6. When you are done, click Save.

  7. Optionally continue with Configuring the Filter Field Layout.