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# Define and Design Search Pages

 

 

Overview, Layout, and Configuration Guide

 

 

 

 

 ![banner-image](https://www.tracelink.com/sites/default/files/2024-09/For%20Internal%2095_0.png) 

 

 

 

 

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#### Table of contents

 

 

 

## Overview

Search pages provide a means for viewing, searching for, and creating new object instances. Users typically land on a search page when first navigating to a solution. The only exception to this pattern is when there will only ever be one instance of an object (e.g. the Profile page in Settings). In that scenario, navigating to a solution displays the View/Edit page for the object instance.

A Search page contains a table where each row represents an object instance, a Filter push panel that narrows the contents of the table based on specific criteria (e.g. only the purchase orders created within a given date range), and a toolbar with the following page level functions:

- **New** – Navigates a user to a New page for the object, where a user can add a new instance of the object.
- **Filter** – Opens the Filter push panel.

Additionally, when a user selects a particular object instance in the table, they can perform the following operations to that object instance:

- **View Details** – Opens the View Details push panel where more information about the object instance is displayed.
- **Copy** – Opens a New page with the same values as the selected instance.
- **Remove** – Removes the object instance.

<a class="ck-anchor" id="layout"></a>

## Layout

The following images show how the following components are laid out in a Search page. The components inside the page are the following:

1. Page title
2. Assistive text
3. Object operations toolbar
4. Page operations toolbar
5. Object table
6. Push panel for Filters or View Details

##### Sample Screen (User)

**With Filter Panel**

![](https://www.tracelink.com/sites/default/files/image%20%284%29.png)

**With View Details Panel**

![](https://www.tracelink.com/sites/default/files/image%20%283%29.png)

##### Sample Screen (Solution Designer)

![OSE](https://www.tracelink.com/sites/default/files/inline-images/image.png)

## Configuration

<a class="ck-anchor" id="title"></a>

##### Page Title

The page title shows a page’s title. The convention is that the value is “Search” followed by the plural form of the object type that is being searched for on the page (e.g. Search Purchase Orders).

**Contents**

Data TypeValueExampleStatic TextSearch \[Object Type\]sSearch Purchase Orders



**Information for Solution Designers**   
The page title is a required element that cannot be removed from the page.

*Design Conventions*  
Page title is “Search \[Object Type\]s” (e.g. “Search Purchase Orders”).

*Configuration Options*  
Not applicable. The page title element’s design cannot be modified.

<a class="ck-anchor" id="assist"></a>

##### Assistive Text

Assistive Text is a text value that is set by the Solution Designer.

**Contents**

**Data Type****Value****Example**Static Text\[Set by Solution Designer\]The table below shows purchase orders in progress. To create a new purchase order, select the New button.

**Information for Solution Designers**  
Assistive text should always be displayed on Search pages.

*Design Conventions*

**Property****Convention**Text lengthNo more than 100 characters.Writing styleAdheres to the OPUS Writing Guidelines

*Configuration Options*

**Property****Parameter****Option****Description**HiddenOn/OffOff (default)The page instructions are visible (i.e. not hidden). As a best practice, assistive text should always be visible in accordance with the design conventions.OnThe page instructions are hidden.

<a class="ck-anchor" id="object"></a>

##### Object Operations Toolbar

The object operations toolbar contains actions that apply to an object instance. The buttons in this toolbar are only enabled if a specific object instance is selected in the object table.

**Contents**

ElementTypeDescriptionView DetailsToolbar ButtonOpens the View/Edit push panel, where more detailed information about the selected object instance is displayed.CloneToolbar ButtonCreates a new object instance with the same values as the selected object instance.RemoveToolbar ButtonRemoves the selected object instance and all its data. Users will need to confirm this action in a confirmation dialog.

**Information for Solution Designers**

*Design Conventions*  
The object operations toolbar can be hidden, but only if there are no operations that can be performed on the page. Otherwise the object operations toolbar design cannot be modified.

*Configuration Options*

Applies ToPropertyParameterValuesDescriptionToolbarHiddenOff/OnOff (default)The toolbar is visible (i.e. not hidden).OnThe toolbar is hidden.Toolbar ButtonHiddenOff/OnOff (default)The button is visible (i.e. not hidden).OnThe button is hidden.

<a class="ck-anchor" id="page"></a>

##### Page Operations Toolbar

The page operations toolbar contains functions that apply regardless of the selected object instance or the state of the object table.

**Contents**

ElementTypeDescriptionNewToolbar ButtonNavigates the user to the New page for the object.FilterToolbar ButtonOpens the Filters push panel, where users can enter criteria to refine the set of objects that are displayed in the table.

**Information for Solution Designers**

*Design Conventions*  
The page operations toolbar can be hidden, but only if there are no operations that can be performed on the page. Otherwise the page operations toolbar cannot be modified.

*Configuration Options*

Applies ToPropertyParameterValuesDescriptionToolbarHiddenOff/OnOff (default)The toolbar is visible (i.e. not hidden)OnThe toolbar is hidden.Toolbar ButtonHiddenOff/OnOff (default)The button is visible (i.e. not hidden).OnThe button is hidden.



<a class="ck-anchor" id="table"></a>

##### Object Table

The object table occupies the majority of the content area of the page. It displays existing object instances and provides access to the View/Edit page for each object instance. Each column in the table represents a particular object field. Each row in the table represents an object instance. Instances that match the current filter criteria are displayed in the table. The filter criteria can be changed in the Filters push panel.

**Contents**

**Area****Element****Description**Header RowColumn headerDisplays the name of the object field being displayed (e.g. “Purchase Order Number,” “Date Created,” etc.)Current sort iconDisplays next to the field that the table’s data is currently sorted by. The direction of the icon shows if the data is sorted in ascending or descending order.Row DataLinkTypically appears in the first field in a row as the ID number for the object instance. Selecting the link leads to the object instance’s View/Edit page.Regular textAll other fields in an object instance are displayed as static text.

**Information for Solution Designers**

Solution Designers set which data columns are displayed in the table and which data columns end users can sort and filter (in the Filters push panel component).

*Design Conventions*

**Property****Convention**First Column FieldThe first column in every table on a Search page represents the object instance. Typically this will be the ID number for the object (e.g. Purchase Order Number).First Column Data TypeThe first column is a link. Selecting the link leads to the View/Edit page for the object.Number of ColumnsThe table contains between 2 and 8 columns

*Configuration Options*

**Applies To****Property****Parameter****Values****Description**TableHiddenOff/OnOff (default)The table is visible (i.e. not hidden).OnThe table is hidden.Default Sort ColumnColumn Number\[Column Number\] (default is Column 1)The default field to sort the table object instances by.Default OrderAscending (default)A to ZDescendingZ to ARowsNumber of RowsDefault Number of Rows- 5
- 10 (default)
- 25
- 50
- 100

The Solution Designer can set the number of rows that the end user sees by default.ColumnSortableYes/NoYes (default)The user can sort the table by the column.NoThe user cannot sort the table by the column.

<a class="ck-anchor" id="filter"></a>

##### Filters Push Panel

The Filters push panel (accessed by selecting the Filter button) provides a mechanism for users to refine the set of objects that are displayed in the object table. Users can set data criteria in the push panel so that only object instances that adhere to those criteria are displayed in the object table (e.g. users can set filter criteria so that only object instances created on a certain date are displayed in the table).

**Contents**

AreaElementDescriptionHeaderPush Panel Title“Filters” static text.Submit ButtonRefreshes the data in the object table so that it matches the current filter criteria.Reset ButtonChanges the filter criteria back to the default filter criteria.Close ButtonCloses the Filters panel.Filter Elements ListFilter Elements ListAll fields that can be used to filter the data.Filter ElementLabelThe name of the field, as static text.Expand/Collapse IconShows or hides the element’s Filter Input Field(s).Filter Input Field(s)Fields where criteria is entered to determine which object instances are displayed in the object table. The type of input(s) displayed depends on the type of criteria field being used.

**Field Type:** Text  
**Inputs Displayed:** Text Input

**Field Type:** Date  
**Inputs Displayed:** Date Input

**Field Type:** Date Range  
**Inputs Displayed:** 2 Date Inputs (From and To)

**Field Type:** True/False  
**Inputs Displayed:** Switch

**Field Type:** Yes/No  
**Inputs Displayed:** Switch



**Information for Solution Designers**

*Design Conventions*   
Not applicable. The page filters push panel design cannot be modified.

*Configuration Options*

Applies ToPropertyParameterValuesDescriptionPush PanelHiddenOff/OnOff (default)The push panel is not visible (i.e. not hidden).OnThe push panel is hidden. The filter icon button on the toolbar is also hidden.

<a class="ck-anchor" id="details"></a>

##### View Details Push Panel

The View Details push panel (accessed by selecting the View Details object icon when an object row is selected in the page table) provides a mechanism for users to view detailed information about an object instance without navigating to the View/Edit page.

**Contents**

AreaElementDescriptionHeaderPush Panel Title“View Details” static text.Previous ButtonShows the details for the previous object instance in the table.Next ButtonShows the details for the next object instance in the table.Close ButtonCloses the push panel.Panel ContentField ListAll fields that are displayed in the push panel. The fields that appear here can be set in the OPUS Solution Environment (OSE).Field NThe label and object instance’s value for that field.



  
**Information for Solution Designers**

*Design Conventions*

PropertyConventionField ListThe View Details push panel should at least contain the same fields that are in the object table on the Search page.Field List OrderThe order of the fields in the push panel should match the order of the fields in the table. In general, the order of the fields should match the order of the fields on the New and View/Edit pages.



*Configuration Options*

Applies ToPropertyParameterValuesDescriptionPush PanelHiddenOff/OnOff (default)The push panel is visible (i.e. not hidden).OnThe push panel is hidden. The view details icon button on the toolbar is also hidden.





















 

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