Configuring Data Sources for DataSearch

To configure IDOs (sources) to be searched with DataSearch.

Open the DataSearch Source Setup form and execute Filter In Place.
In the Source Name field, specify the name by which to identify the DataSearch source.
In the IDO Name field, specify the IDO to use as the source for the data.

Each DataSearch source can use only one IDO.

Note: To search a multi-level structure, such as orders and order lines, you must either set up multiple DataSearch sources or add the appropriate columns from the second tier (order lines) to the selected IDO (orders).
Optionally, set up a filter to use with the DataSearch source.

To help you set up this filter and to ensure that the filter is formatted properly, you can click Filter, which launches theDataSearch Source Filter Setup form.
Optionally, to provide a name (caption) to override the Source Name and be used for display purposes in DataSearch forms, specify that caption in the Caption Override field.

If the value you specify is formatted as a translatable string,for example, "sProduct" rather than "Product," the string is translated. Otherwise, the literal value is displayed. You can use this field to define a translatable name for the search source. If this field is blank, the Source Name is used as the caption.
Optionally, use the Record Cap field to limit the amount of data that is initially displayed in the search results. Select one of these options:
- Use System Setting: Use the CloudSuite Industrial record cap setting.
- Use Specified Max: Specify a maximum value in the Record Cap Value field. This is the default value.
- Retrieve All: This option can affect system performance if many records are retrieved.
Use the Order By group of fields to specify the order in which records are to be searched and retrieved:
1. Specify the property to use for sorting.
2. Specify the order (ascending or descending).
3. To create the Order By expression, click Add
  The expression is displayed in the Order By field.
  Note:
  - Be aware that this clause does not determine the order in which the retrieved results are presented in the DataSearch display. This clause determines the order in which the records are retrieved to begin with. Among other things, this means that, if the number of records queried is greater than the record cap, an "ascending" query does not retrieve the same set of records as a "descending" query.
    For example, searching on a customer name field using an ascending Order By clause might return only the records of customers whose names begin with the letters A-G, whereas searching the same field using a descending Order By clause might return only the records of customers whose names begin with the letters Z-S.
  - Override this Order By clause in the DataSearch results by using a Sort By statement at the DataView layout level.
On the General tab, select the IDO properties to be searched and the IDO properties to be displayed in the results:
- To select the same properties in the Properties To Show grid that are selected in the Properties To Search grid, click Select Search Properties.
- Optionally, you can then select additional information to show in the search results that you do not want to include in the search. For example, if you set up a search on customer name, you could include the customer address in the Properties To Show results but not in the Properties To Search list.
- To include any notes that might be attached to the records being retrieved, select the Search Notes check box and/or the Show Notes check box.
Optionally, on the Search Sets tab, specify any DataSearch Source Sets that you want to include in the searches.
Optionally, on the User Permissions tab, specify the users or groups who can view results from searches performed using this DataSearch source.
To launch the DataSearch form with this source selected, click Launch.