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Table of Contents

Extending procurement search

You can extend the search feature to cover other cases, for example, Update Procurement.

  1. In Dev Studio, search for and open the SearchNavigation navigation rule of the Data-Portal class.

  2. In the Editor tab, add a node for the new case with a Create Work action on click.

    For more information, see Navigation form – Completing the Editor tab.

  3. Create a work class and a data class for the new case. Use the PegaPS-Work-Procurement class and the PegaPS-Data-Procurement class as models.

    For more information, see Creating a class.

  4. Create a Search section in the new work class with an embedded dynamic layout. Use the Search section in the PegaPS-Data class as a model.

    For more information, see Harness and Section forms - Adding a section.

  5. Save the Search section of the PegaPS-Data class in your implementation layer.

  6. In this section, add a dynamic layout that includes the Search section of the PegaPS-Data class with the appropriate clipboard page as context.

  7. Save the following sections of the PegaPS-Data class in your implementation layer:

    • SearchCriteria
    • SearchResults
    • SearchType
  8. Source the search criteria fields by saving the SetSearchDefaults data transform rule in a data class that corresponds with the case to which you want to extend the search feature.

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