Info tile - Search

available for the following entities: all

Examples

Contains a 2 or 4

Starts with "ANG" and ends with 3

Does not contain "ANG"

FILTER(<expression>)

Expects an expression as a parameter. Filters by the expression, so hides the rows to which the expression does not apply, see Filter.

COUNT(<expression>)

Expects an expression as a parameter. Determines the count of (prefiltered) rows to which the expression applies. Like FILTER, but without hiding the rows.

PERCENTAGE(<expression>)

Expects an expression as a parameter. Determines the percentage of rows to which the expression applies in the total (prefiltered) rows.

SUM()

Determines the sum of the values in the column.

AVG()

Determines the average (the arithmetic mean) of the values in the column.

MIN()

Determines the minimum of the values in the column.

MAX()

Determines the maximum of the values in the column.

RNG()

Determines the span of the values in the column.

MIDRNG()

Determines the mean span of the values in the column.

MEDIAN()

Determines the median of the values in the column.

VAR()

Determines the variance of the values in the column.

STDEV()

Determines the standard deviation of the values in the column.

AVEDEV()

Determines the mean absolute deviation of the values in the column.

The technical name of the search to be displayed.

Parameter of the search as JSON-Array.

Example:

["DONE", 1000, "entryPk"]

• The "entryPk" string is replaced by the primary key of the currently displayed dataset at runtime (only on an entity board). This allows you to show record-related search results.

• The parameters are to be inserted in the order in which the placeholder parameters are defined in the search itself.

• Configuration by the administrator.

Activated

The number of results can be restricted independently of the search configuration (see Max. number of search results).

Deactivated

The number of results depends only on the search configuration.

The maximum number of datasets displayed in the search results area.

Here the fields are defined which are to be displayed on the tile. Overrides the result field amount of the search result. The sequence specified here can be used for field sorting, otherwise you activate Use entity column order.

Is no entry made, all search result fields of the search are displayed on the tile.

The technical field names are entered separated by comma (e.g. "DelegatedTo.Activity").

Technical field names are displayed in the dataset by holding the ctrl-key and mouse-over the corresponding field in the lower frame of the application at the same time.

Activated

Columns are ordered according to the configuration setting of the entity, for which the search is performed.

Deactivated

Columns are ordered according to the sequence stored in the configuration parameter Fields. (Standard)

Name of the field on which the sorting of the search result shall be based (optional).

The technical field name is entered here; “StartDate.Activity”, for example, will sort the search result after the start date.

Technical field names are displayed in the dataset by pressing the ctrl-key and mouse-over the corresponding field in the lower frame of the application at the same time.

Selected
Datasets are sorted in ascending order.

Selected
Datasets are sorted in descending order.

Activated

The name of the search, information about the execution and the count of datasets are displayed in a status bar at the bottom of the tile (see Layout).

Deactivated

No display of search name and number of datasets on the info tile. (Standard).

Activated

The filter row or column headers are displayed. Here it is possible to use different aggregate functions and filters, see Column filter/Aggregate functions.

Deactivated

The filter row or column headers are hidden. Filters and aggregate functions can still be predefined using the configuration parameter Aggregate field functions.

Selected

The table appears in a classic layout adapted to the CRM Client.

Selected

The table appears in a modern layout adapted to the "Zen" concept.

Activated

Frame lines are displayed around all cells of the table.

Deactivated

Most frame lines are hidden (default).

Pre-allocations for the filter or aggregate functions (in the column headers). The functions described in Column filter/Aggregate functions are available.

The preselections are defined in the following JSON structure:

{
	"Reference.Quote" : "COUNT(Angebot)", // Mapping von Techn. Feldname auf Funktion
	...
}

Configuration by the administrator.

Activated

A dropdown menu with further, freely definable process actions is displayed next to the "Show dataset" button.

Deactivated

No process actions are displayed.

Definition of dataset-related process actions that appear in a drop-down menu. In this way, you can create a context-related pull-down menu that matches the embedding scenario.

The dataset can be transferred to any process with a click. The primary key and entity name of the dataset, the parent dataset (in the case of entity boards), and the board type are transferred to the process. The start event of this process must be of the type "System Start (Webservice, Timer, ProcessUtils.startProcess)".

The actions are defined in the following JSON structure:

[{
		"icon" : "data:image/svg+xml;base64,...", // URL zum Icon (Data-URI für lokal gespeicherte Grafiken)
		"id" : "send",	// Frei wählbare, aber eindeutige ID der Aktion
		"processId" : "C2SendQuote", // ID des Aufzurufenden Prozesses
		"i18n" : {	// Beschriftung der Aktion in den benötigten Sprachen
			"" : "Send quote",
			"de_DE" : "Angebot versenden"
		},
		"reloadAfterDone": true // Falls true, wird der Inhalt der Tabelle nach der Prozessausführung aktualisiert
	},
	...
]

The input parameters have the following structure:

{
	entryPk: "sfvvvvvvkw035353", // Pk des selektierten Datensatzes
	entityName: "Activity", // Name der Entität des selektierten Datensatzes
	parentEntryPk: "sfvvvvvvkw0311632", // Pk des Datensatzes, auf dem das Board liegt
	parentEntityName: "Ticket", // Name der Entitätdes Datensatzes, auf dem das Board liegt
	boardType: "ENTITY_BOARD" // Board-Typ
}

Configuration by the administrator.

Title of the Empty State.

In the standard system, the internationalized standard text is referenced here.

Text of the Empty State that describes an action instruction, if necessary.

In the standard system, the internationalized standard text is referenced here.

Icon of the Empty State.

Default_Quote

Deactivated

The maximum number of datasets displayed in the search results area.

Deactivated

Quotedate.Quote

Not Selected

Selected

Activated

Activated

Not Selected

Selected

Deactivated

Activated

No quotes found

There are no quotes yet for this business partner. Create a quote using the action box.