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Extending entity search criteria

You can search the system for individual Business and Person entities by entering basic information in the search criteria, for example, last name. Add other criteria to run more complex searches, for example, a phone number.

  1. In the Dev Studio Explorer panel, click App and find the entity class for which you want to edit the search criteria:

    • For Person entities, enter PegaPS-Data-Entity-Person.
    • For Business entities, enter PegaPS-Data-Entity-Business.
    • For Facility entities, enter PegaPS-Data-Entity-Facility.
    • For Vehicle entities, enter PegaPS-Data-Entity-Vehicle.
    • For Household entities, enter PegaPS-Data-Entity-Household.
  2. Click User Interface Section SearchCriteria .

  3. Add a field for the additional criterion, for example, a phone number. For more information, see Section form - Completing the Design tab.

  4. In the Application Explorer, click Data Model Data Page and open the data page that sources values for the SearchCriteria and SearchResults sections:

    • If the class in the Explorer is PegaPS-Data-Entity-Person, click D_PersonList.
    • If the class in the Explorer is PegaPS-Data-Entity-Business, click D_BusinessList.
    • If the class in the Explorer is PegaPS-Data-Entity-Facility, click D_FacilityList.
    • If the class in the Explorer is PegaPS-Data-Entity-Vehicle, click D_VehicleList.
    • If the class in the Explorer is PegaPS-Data-Entity-Household, click D_SearchHouseholdList.
  5. Create a parameter for the new field.

    For more information about parameters, see Defining the input parameters of a rule.

  6. In the Application Explorer, click User Interface Section SearchResults .

  7. Add a field for the new parameter.

    For more information, see Section form - Completing the Design tab.

  8. Optional:

    To enable filtering the search results by the new parameter, perform the following actions:

    1. In the Explorer panel, click Records.

    2. Click Reports Report Definition .

    3. Perform one of the following actions:

      • To add a filter to the Person search results, find the PersonList report definition by filtering the Report Name column.
      • To add a filter to the Business search results, find the BusinessList report definition by filtering the Report Name column.
      • To add a filter to the Facility search results, find the FacilityList report definition by filtering the Report Name column.
      • To add a filter to the Vehicle search results, find the VehicleList report definition by filtering the Report Name column.
      • To add a filter to the Household search results, find the SearchHouseholdList report definition by filtering the Report Name column.
    4. In the Query tab, in the Edit columns section, add a column for the new parameter.

      For more information, see Report Definition Query tab.

    5. Scroll down to the Edit filters section and click the Add filter link.

    6. Search for and open the SearchResults section in one of the following classes:

      • For a Person, use PegaPS-Data-Entity-Person
      • For a Business, use PegaPS-Data-Entity-Business
      • For a Facility, use PegaPS-Data-Entity-Facility
      • For a Vehicle, use PegaPS-Data-Entity-Vehicle
      • For a Household, use PegaPS-Data-Entity-Household
    7. Click the Table layout header, and then click the gear icon.

    8. In the Data page field, clear and re-enter the name of the data page.

      The parameter that you added to the report definition rules displays on the list.
    9. Add the new property as the value for the parameter.

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