Configuring the EDM History Page (Repository)

The History page allows you to search for records, view a results list, and then view a history of changes to the record you select. You can configure the name of the tabbed heading for the page, the type of object returned, the appearance of the search and results pages, and the appearance of the merge history page. Do not modify the URL of the entrance to the History page. Following is a sample of the history element.

<history>
   <root-object>Company</root-object>
   <tab-name>History</tab-name>
   <tab-entrance>/stcedm/EnterXASearchAction.do</tab-entrance>
   <xa-search-page>
      <field-per-row>2</field-per-row>
   </xa-search-page>
   <search-result-list-page>
      <item-per-page>10</item-per-page>
      <max-result-size>200</max-result-size>
      <field-ref>Person.FirstName</field-ref>
      <field-ref>Person.LastName</field-ref>
      <field-ref>Phone.Phone</field-ref>
      <field-ref>Address.AddressLine1</field-ref>
   </search-result-list-page>
   <merge-history-key-field>
      <field-ref>Person.FirstName</field-ref>
      <field-ref>Person.LastName</field-ref>
   </merge-history-key-field>
</history>

To Configure the History Page

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Enterprise Data Manager file.

   The file opens in the NetBeans XML editor.

2. Scroll to the page-definition element in the gui-definition element, and then to the history element.

3. To specify a new object to be returned from a history search, change the value of the root-object element.

   For example:

   <root-object>Customer</root-object>

   ---

   Note –

   This must be the name of the parent object.

   ---

4. To specify a new name for the History tab, modify the value of the tab-name element.

   For example:

   <tab-name>Transaction History</tab-name>

5. To specify the number of fields to display in each row on the History search page, change the value of the field-per-row element in the xa-search-page element.

   For example:

   <xa-search-page> <field-per-row>3</field-per-row> </xa-search-page>

6. To specify the number of records to display on the History search results page, change the value of the item-per-page element in the search-result-list-page element.

   For example:

   <item-per-page>15</item-per-page>

7. To specify a maximum number of records to return from a History search, change the value of the max-result-size element in the search-result-list-page element.

   For example:

   <max-result-size>250</max-result-size>

8. To customize the fields that appear in the results list, do any of the following in the search-result-list-page element:

   • Modify the value of an existing field-ref element to the simple field name of a field you want to appear in the results list.

   • Add and name a new field-ref element (using the simple field name).

   • Delete a field-ref element defining a field you do not want to appear in the results list.

9. To customize the fields that appear on the merge history page, do any of the following in the merge-history-key-field element:

   • Modify the value of an existing field-ref element to the simple field name of a field you want to appear on the merge history page.

   • Add and name a new field-ref element (using the simple field name).

   • Delete a field-ref element defining a field you do not want to appear on the merge history page.

10. Save and close the file.