Filter Data for a Set of Dependent Layouts

You can create search and search parameter queries on a set of dependent layouts to determine which data get returned from the REST service when a business user invokes a download. There are two search features: a Search Editor and a Search Parameter Editor.

Use the Search Editor to configure a search query that retrieves data for your set of dependent layouts. Use the Search Parameter Editor to define a separate search parameter query for each form and table in your set of dependent layouts. These search parameter queries further restrict the rows that are displayed when the business user invokes a download.

Take our example of a hierarchy where purchaseOrders is the parent, lines is the child, and schedules is the grandchild. In this scenario, you may have a Form-over-Table layout as the primary layout with purchaseOrders in the form and lines in the table. You also then have a subordinate Table layout for your schedules business object.

To show a single purchase order in the form, you would configure a search in the Layout Designer that prompts the user to enter an order number like this:

Description of the illustration search-fot-dependent-layout.png

Without any other search parameters, Oracle Visual Builder Add-in for Excel populates the form with the user-provided purchase order, and the two tables with all available lines and schedules associated with this purchase order.

To limit the lines and schedules, you can configure search parameter queries on each table using the Layout Designer. For example, to show all schedules with the same transaction business category, create a search parameter for the schedules Table layout, such as q=TransactionBusinessCategoryId=100. On download, the add-in returns all schedules with the same transaction business category (in this case, with an ID of "100").

Description of the illustration search-query-dependent-layout.png

Note:

Some query parameters may not produce the desired result on dependent layout download. For example, using a "order by" parameter will not work as expected since the add-in sends multiple separate requests for child resources. Parameters such as "order by" should not be used.

Refer to Use the Search Editor to Find Required Data and Use Search Parameters to Limit Downloaded Data.