Search Field Settings

In the Self Service Portal, when typing a search term into a search field, a filtered set of results displays directly beneath the search field. You can configure the results by selecting which data columns to show in the results, which fields to include in the search, and how many characters must be typed before the result set is presented.

Configuring Field Settings

Before you start

You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service administration settings.

 

  1. Select Menu and then Admin. Select System Administration. The System Administration window is displayed. In the Explorer pane, locate the Self Service Portal group, scrolling down if necessary. You may need to expand the group to see the options within it.

  1. Select Search Field Settings to open the window.
  1. Use the Field dropdown to select a field entity type to configure, for example Person or Service.
  2. The choice of field changes the list of columns.
  3. Configure the search result popup window behavior for the entity type selected in the Field dropdown
    4. Minimum Input Length

    The minimum number of characters that need to be typed into the field to display a result. Users can bypass this minimum and display results by typing in a single character and pressing Enter.
    Results to Display

    The maximum number of results to display in the search result popup in the Self Service Portal.

    If the number of matching records exceeds this value, the button is displayed at the bottom of the window, which will open the full set of matching results.
    Available Columns

    The list of fields which exist for the entity selected in the Fielddropdown, and that are available for selection.

  4. Selected columns appear in the search result popup window in the vFire Self Service portal.

    5. A standard set of columns is selected by default. These columns can be configured and/or removed, with the exception of the relevant Display column, which can be configured but cannot not be removed.

  5. To add a column to the Selected Columns list, select it in the Available Columns list and press .
  6. To remove a column from the Selected Columns list, select it and press .
  7. Configure the behavior for each selected column:

    8. Display

    The column title displayed in the search result popup window in the vFire Self Service portal.
    Incl. in Search

    Select this checkbox if you want this field to be included in the search.

    If the field type is User and the selected columns First Name and Surname both have Incl. in Search selected, typing "Shelley" into the field in the vFire Self Service portal will return all User records with "Shelley" as a First Name or Surname.

    Only text fields, lookup fields and other search fields will display this checkbox because other fields do not lend themselves to searching in this way.
    Contains

    Select this checkbox to change the search mode from "starts with" to "contains".

    With this checkbox unselected, the search string "mit" will return Mitchell, but not Smith. If it is selected, both entries will be returned.

    Only text fields, lookup fields and other search fields will display this checkbox because other fields do not lend themselves to searching in this way.

  8. To change the order in which the selected columns will be displayed, select a column and press or
  9. To change the column heading displayed in the search results popup window, select an item in Selected Columns, press , type the new name in the Rename popup window, and press .
  10. Select to save the changes. Provide the Change Reasons if prompted to do so.
  11. To configure additional fields, use the Field dropdown to select another field type to configure.