Find Tab

Use the Find tab to specify search criteria for the Find feature.

In the course of a user's work in Unifier, he or she will sometimes need to locate particular business process records or line items in the logs, often for the purpose of task management or milestone tracking. To make it easier for users to locate a record, use the Find tab to specify field names they can use to search for particular records. The user can also narrow a search by using operators on the fields, such as "contains" or "equals."

The following images show the Find field in Classic view at runtime.

This image depicts the find feature for logs and sheets.

This image depicts the find window.

The following image shows the Search window in Standard view at runtime.

Search window

Note: Users can search for tasks in the various Tasks logs using the field names you specify in the Find tab. You might take this into account when deciding which field names to include on the Find tab. If no fields are specified on the Find tab for a business process, the Find window displays the default search criteria fields, which are From (Company), From (User), Record Number Contains, and Record Title Contains. As a general rule, Oracle recommends that you use all the fields you included on the forms.

To specify search criteria:

  1. Click the Find tab.

    Use the Find tab to specify the fields on both the upper form and detail forms that can be used in a search.

    The upper area shows the fields from the upper form of the BP. The detail forms area shows the fields from all the tabs (detail forms) on the BP.

  2. To add a field to the search list, click Add in either area of the window. The Find Properties window opens.
  3. In the Data Element Label field, select a field (data element) users can use to find a record(s) or line item(s).

    When you enter a data element label, uDesigner automatically displays the database label of the element in the Find Label field. This field is editable.

  4. If you want to change the name of the element to something more meaningful to the user, enter the name in the Find Label field.
  5. Click Add to add another data element field to the find criteria, or click OK to close the window.
  6. On the Log Page Design window, click OK.

Last Published Monday, June 3, 2024