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Configuring 'Search' for Service Backed Record

kumaraveln

 Hi., I have an entity backed record with a grid view. As per the documentation, the 'Search' is applied across all columns of the grid.

Our requirement is to make the search happen against selective columns say 4 out of 10. For this purpose i am trying to create a service (Expression) backed record which has control over the search functionality.

 

My search works fine if i configure it against any one column but it stops working if i add multiple queryFilters (with OR condition).

Attaching the code for reference. Any pointer would be helpful. 

Fullscreen ServiceBackedRecord_SourceExpression.txt Download 
with(
  /* 
    Get the first CDT containing one or more of the following:
    Logical Expression, Query Filter, Search Query. It is called
    a logicalExpression|filter|search -- abbreviated as LFS
  */
  local!parentLFS: index(
    ri!rspQueryObj,
    "logicalExpression|filter|search",
    null
  ),
  /* 
    Check to see if the above CDT has a nested LFS in it. This can happen
    if the user has clicked multiple filters or searched on filtered results.
  */
  local!childLFS: index(
    local!parentLFS,
    "logicalExpression|filter|search",
    null
  ),
  /*
    Get the LFS containing the filter(s) and/or search.
    Basically, if the child exists, it will contain all the information.
    If it doesn't then we want to parent.
  */
  local!mainLFS: if(
    isnull(
      local!childLFS
    ),
    local!parentLFS,
    local!childLFS
  ),
  /* Get runtime types of LFS (type!QueryFilter or type!Search) */
  local!types: apply(
    fn!runtimetypeof,
    {
      local!mainLFS
    }
  ),
  
  /* Get the search CDT, if there is one. It has its own type that we can look for. */
  local!searchCdt: index({local!mainLFS}, where(local!types='type!{http://www.appian.com/ae/types/2009}Search'), null),
  
  /* Gets filter CDTs if there are any. We can find them by their type. */
  local!filterCdts: index({local!mainLFS}, where(local!types='type!{http://www.appian.com/ae/types/2009}QueryFilter'), {}),
  
  
  local!recSearchText: if(
    isnull(
      local!searchCdt
    ),
    "",
    tostring(
      index(
        cast(
          'type!{http://www.appian.com/ae/types/2009}Search',
          local!searchCdt
        ),
        "searchQuery",
        ""
      )
    )
  ),
  
  local!recFilters: if(
    rule!APN_isEmpty(
      local!filterCdts
    ),
    {},
    cast('type!{http://www.appian.com/ae/types/2009}QueryFilter?list', local!filterCdts)
  ),
  
  /* Get filters' fields and values to avoid function repitition */
  local!filterFields: if(rule!APN_isEmpty(local!recFilters), {}, index(local!recFilters, "field", {})),
  local!filterValues: if(rule!APN_isEmpty(local!recFilters), {}, index(local!recFilters, "value", {})),  
  
  /* Get filtered 'Request Status' */
  local!requestStatusFilterValues: if(
    rule!APN_isEmpty(local!filterFields), 
    "", 
    displayvalue(
      "requestStatus_txt",
      local!filterFields,
      local!filterValues,
      null
    )
  ),
  
  /* Get filtered 'Request Type' */
  local!requestTypeFilterValues: if(
    rule!APN_isEmpty(local!filterFields), 
    "", 
    displayvalue(
    "requestType_txt",
    local!filterFields,
    local!filterValues,
    null
    )
  ),  
  
  a!queryEntity(
    entity: cons!WMG_GBL_REQ_TRACK_VIEW_ENTITY,
    query: a!query(
      logicalExpression: a!queryLogicalExpression(
        operator: "AND",
        filters: {
          /* Default Filter */
          a!queryFilter(
            field: "businessUnit_txt",
            operator: "=",
            value: ri!businessUnit_txt
          ),
          if(
            rule!APN_isEmpty(
              local!requestTypeFilterValues
            ),
            {},
            a!queryFilter(
              field: "requestType_txt",
              operator: "=",
              value: local!requestTypeFilterValues
            )
          ),          
          if(
            rule!APN_isEmpty(
              local!requestStatusFilterValues
            ),
            {},
            a!queryFilter(
              field: "requestStatus_txt",
              operator: "=",
              value: local!requestStatusFilterValues
            )
          )
          logicalExpression: a!queryLogicalExpression(
            operator: "OR",
            filters: {
              if(
                rule!APN_isBlank(
                  local!recSearchText
                ),
                {},
                {
                  a!queryFilter(
                    field: "requestId_int",
                    operator: "=",
                    value: local!recSearchText
                  ),
                  a!queryFilter(
                    field: "accountNumber_txt",
                    operator: "=",
                    value: local!recSearchText
                  ),
                  a!queryFilter(
                    field: "clientName_txt",
                    operator: "=",
                    value: local!recSearchText
                  ),
                  a!queryFilter(
                    field: "taxIdValue_txt",
                    operator: "=",
                    value: local!recSearchText
                  )                
                }
              )
            }
          )            
        }
      ),
      pagingInfo: a!pagingInfo(
        startIndex: 1,
        batchSize: 10,
        sort: a!sortInfo(
          field: "createdDate_dt",
          ascending: false
        )
      )
    )
  )
)

  Discussion posts and replies are publicly visible

  • 0
    A Score Level 1
     in reply to Vinay Kumar Rai

    Hi

    I am facing an issue with the general search.
    If any one of my column been fetched is of type other than text; then the record throws an error An eror occured while retrievng data for the record.
    By other type I mean, in the code, the code written for general search i.e.:

    a!queryFilter(
  field:"fullName",
  operator:"includes",
  value:local!generalSearch
)

    Actually I want to do a general search on a field which is either integer or date.
    Any suggestions on what tweaking has to be done in the code to handle such scenarios.

    Below is full code for reference where launchDate is a date filed and accountNumber is an integer field

    *Code for rule!PH_QE_getDetailsFromGenericView() */

with(
  local!queryInformation: rule!parseRspQuery(ri!rspQuery),
  local!filterFields: index(local!queryInformation.filters, "field", {}),
  local!filterValues: index(local!queryInformation.filters, "value", {}),
  local!generalSearch:local!queryInformation.searchText,
  
  local!uniqueIdentifier: displayvalue(
    "rp!id",
    local!filterFields,
    local!filterValues,
    null
  ),
  
  local!status: displayvalue(
    "status",
    local!filterFields,
    local!filterValues,
    ""
  ),
  local!typeDetail: a!forEach(
    displayvalue(
      "typeDetail",
      local!filterFields,
      local!filterValues,
      ""
    ),
    tostring(fv!item)
  ),
  
  
  
 if(
    rule!APN_isBlank(local!uniqueIdentifier),
     
   a!queryEntity(
    entity:cons!GENERIC_VW_DE,
    query:a!query(
      selection: a!querySelection(
        columns:{
          a!queryColumn(
            field:"id",
            visible:true
          ),
          a!queryColumn(
            field:"code",
            visible:true
          ),
          a!queryColumn(
            field:"number",
            visible:true
          ),
          a!queryColumn(
            field:"typeDetail",
            visible:true
          ),
          a!queryColumn(
            field:"status",
            visible:true
          ),
          a!queryColumn(
            field:"fullName",
            visible:true
          ),
		  a!queryColumn(
            field:"launchDate",
            visible:true
          ),
		  a!queryColumn(
            field:"accountNumber",
            visible:true
          )
        }
       ),
       logicalExpression: a!queryLogicalExpression(
        operator: "AND",
        filters: {
          /* Default Filter */
      		 a!queryFilter(
            field:"typeDetail",
            operator:"in",
            value:cons!TYPES_OF_DETAIL
          ),
          if(
            rule!APN_isBlank(local!uniqueIdentifier),
            {},
              a!queryFilter(
              field:"id",
              operator:"=",
              value:local!uniqueIdentifier
            )
          ),
          
		  /*Status and Type Detail are user filters */
    	 if(
            rule!APN_isBlank(local!status),
            {},
              a!queryFilter(
              field:"status",
              operator:"=",
              value:local!status
            )
          ),
          if(
            rule!APN_isBlank(local!typeDetail),
            {},
              a!queryFilter(
              field:"typeDetail",
              operator:"in",
              value:local!typeDetail
            )
          )
		},
  		logicalExpressions: 
		
		if(
			rule!APN_isBlank(local!generalSearch),
			{},
  		  a!queryLogicalExpression(
              operator: "OR",
              filters: {
        			
                    a!queryFilter(
        				  field:"code",
        				  operator:"includes",
        				  value:local!generalSearch
        		     ),
                    a!queryFilter(
        				  field:"number",
        				  operator:"includes",
        				  value:local!generalSearch
        		     ) ,
                   a!queryFilter(
        				  field:"typeDetail",
        				  operator:"includes",
        				  value:local!generalSearch
        		     ),
				  a!queryFilter(
        				  field:"status",
        				  operator:"includes",
        				  value:local!generalSearch
        		    ),
		         a!queryFilter(
        				  field:"fullName",
        				  operator:"includes",
        				  value:local!generalSearch
        		  ),
				  a!queryFilter(
        				  field:"launchDate",
        				  operator:"includes",
        				  value:local!generalSearch
        		  ),
				  a!queryFilter(
        				  field:"accountNumber",
        				  operator:"includes",
        				  value:local!generalSearch
        		  ) 
               
             }
          ) 
		)
      ),
      pagingInfo:local!queryInformation.pagingInfo
    )
  ),
  
   
    a!queryEntity(
    entity:cons!GENERIC_VW_DE,
    query:a!query(
      selection: a!querySelection(
        columns:{
          a!queryColumn(
            field:"id",
            visible:true
          ),
          a!queryColumn(
            field:"code",
            visible:true
          ),
          a!queryColumn(
            field:"number",
            visible:true
          ),
          a!queryColumn(
            field:"typeDetail",
            visible:true
          ),
          a!queryColumn(
            field:"status",
            visible:true
          ),
          a!queryColumn(
            field:"fullName",
            visible:true
          )
        }
       ),
	   
	   filter:a!queryFilter(
               field:"id"  /* Your Primary Key Column*/,
               operator:"=",
               value:local!uniqueIdentifier
            ),
	   
         pagingInfo:topagingInfo(1,1)
    )
  )
  )
  
)

     

    Thanks in advance!!

  • 0 in reply to komalc3
    Hi Komal,

    Operator "include" only work with String.

    Please use "=" in case of Integer or date

    Thanks
    Vinay
  • 0
    A Score Level 1
     in reply to Vinay Kumar Rai

    Hi  

    Thanks for replying!!
    But "=" is not working either.

     

    Just a thought, is there any tweaking we need to do in the rule!PH_parseRspQuery() from where actually the general search result is obtained:

    https://docs.appian.com/suite/help/18.2/Service-Backed_Record_Tutorial.html



    Any other suggestion please.

  • 0 in reply to komalc3

    Yes you need to cast first, and need to check if the local!generalSearch is a Text/Number/date, I have used some custom function to check weather the input is Number or Text.

    please find my code below

    if(
			rule!APN_isBlank(local!generalSearch),
			{},
  		  a!queryLogicalExpression(
              operator: "OR",
              filters: {
						/* Please check if input is Number*/
						 if(
							rule!Utils_IsOnlyNumber(local!generalSearch),	
								a!queryFilter(
									  field:"code",
									  operator:"=",
									  value:tointeger(local!generalSearch)
								 ),{}
						),
						
					 /* Please check if input is Number*/
					 if(
					    rule!Utils_IsOnlyNumber(local!generalSearch),
							a!queryFilter(
								  field:"number",
								  operator:"=",
								  value:tointeger(local!generalSearch)
							 ),{}
					  ),
					  
                   a!queryFilter(
        				  field:"typeDetail",
        				  operator:"includes",
        				  value:local!generalSearch
        		     ),
				  a!queryFilter(
        				  field:"status",
        				  operator:"includes",
        				  value:local!generalSearch
        		    ),
		         a!queryFilter(
        				  field:"fullName",
        				  operator:"includes",
        				  value:local!generalSearch
        		  ),
				  /* Please check If valid Date*/
				    if(
					  rule!Utils_ValidDate(local!generalSearch),
							  a!queryFilter(
									  field:"launchDate",
									  operator:"=",
									  value:todate(local!generalSearch)
							  ),{}
				    ),
					
					/* Please check if input is Number*/
					 if(
					    rule!Utils_IsOnlyNumber(local!generalSearch),
						  a!queryFilter(
								  field:"accountNumber",
								  operator:"=",
								  value:tointeger(local!generalSearch)
						  ),{}	
					)  
               
             }
          ) 
		)

  • 0
    A Score Level 1
     in reply to Vinay Kumar Rai

    Hi

    With your guidance, I am able to handle the integer field.
    The rule that I have created for rule!Utils_IsOnlyNumber() is:

    len(ri!input)=len(tointeger(ri!input))


/*where input is of Any Type*/

     

    However, I am not able to create a generic rule for Date field.

    I tried out with something like below:

    len(ri!input)=len(datetext(todate(ri!input), "dd" &" "& "MMM" &" "& "yyyy"))


/*
ri!input is of Any Type
*/

     

    but it is not helping me out.

    Any suggestions on how to handle date field, I mean the general rule to check if entered value is date.

    Also just FYI, the date field is stored in my DB as:

    22-JUL-2018 but in my record list view I am displaying it to the user as 22 Jul 2018, this is achieved with following code:

     

    if(isnull(ri!date),
  null,
  datetext(ri!date, "dd" & ri!separator & "MMM" & ri!separator & "yyyy")
)



/*

ri!date is of type Date
ri!separator is of type Text
*/

     

  • 0 in reply to komalc3
    Hi,

    to check if the data is valid,

    You must fix the date format in Record Search like (dd-mm-yyyy),

    and in the rule Utils_ValidDate

    use Split(ri!Input,"-")
    so on the first index you get Day, 2nd index Month, 3rd Index Year,
    then use date(local!DateSplit[3],local!DateSplit[2],local!DateSplit[1])
  • 0
    A Score Level 1
     in reply to Vinay Kumar Rai
    Hi

    I have tried the following code for rule Utils_ValidDate():

    load(
    local!dateSplit:split(touniformstring(ri!input)," "),
    date(year(local!dateSplit),month(local!dateSplit),day(local!dateSplit))
    )

    where ri!input is of Any Type

    But it is not working, getting error.

    Also if you can kindly elaborate what do you mean by:

    "You must fix the date format in Record Search like (dd-mm-yyyy),"

    Thanks!!
  • 0 in reply to komalc3
    Hi Komal,

    The Users should enter the date in some format, so you need to tell date format to user like dd-mm-yyy or mm-dd-yyyy or yyyy-mm-dd and soon, so that it is easy to validate the date format in your source expression.
  • 0
    A Score Level 1
     in reply to Vinay Kumar Rai

    Hi  

    Thanks for replying!!
    But this field would be a general search on record list from which user can enter the date and he will most likely enter in the same format as that being displayed to user on record list view which in my case is 22 Jul 2018. So are you saying explicitly tell this to user..?

  • 0 in reply to komalc3
    Yes you need to explicitly tell this to user, ok suppose the format is 22 Jul 2018,

    so you have to create two new expression
    1) Validate the Date
    2) Convert the TEXT(User Input) to Date format
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