Advanced Search

An advanced option is available next to the quick search to enable search on a combination of attributes. In the advanced search dialog, the user can enter values for multiple fields. Click Advanced to display the search component. When a user clicks the Advanced Search button or link, the Advanced Search dialog is displayed providing the ability to add multiple search criteria (using the Add Criterion button (hover text: Add Criterion, icon: qual_plus_24.svg and the Criteria dropdown list). It is possible to enter the search criterion based on the property type (of the lowest level property) next to it. Individual attributes adhere to single value or referenced property design.

This component supports search on string (enums, booleans), integer, date, date-time, referenced type properties. For details refer to the Property guide.

The advanced search component:

"advancedSearch": {
  "properties": [
   {  "name":"name of the property"
      "sequence": 1,
    },
    { "name":" name of the property"
      "sequence": 2
    },
    ...
  ]
}

When a user selects the search criteria, enters search values for them and clicks the Search button (hover text: Search, icon: magnifier_16), the dialog closes and a search is performed based on all entered search values. If a criterion is entered, but no value is given, then the criterion is not considered for the search.

The dialog can be closed by clicking anywhere outside the dialog. The selected criteria and entered search values are remembered until the user changes them, clicks the Reset link or signs out of the application (or the user session expires)

If advanced search specifies only one property, then instead of "Advanced" link, the property is directly shown on the page. Selecting the value triggers the advanced search.

The search is case-insensitive. The search operator is like for text attributes that allow wildcards like % and _, the search operator is equals for other types of attributes. Multiple input parameters are combined using an AND statement. OR-search is implement between the various values of a property when the same search property is added multiple times, For example: A can search for claims with code like CL004% AND (Status=Enter OR Status=Change) is possible.

Personalization ensures that minimum one valid property (when a specified property does not exist, system ignores that property) is specified.

Consider the following example for configuring advanced search on the claims object:

"advancedSearch": {
  "properties": [
    { "name":"servicedMember",
      "sequence":1,
      "refType":"person"
    },
    { "name":"claimantProvider",
      "sequence": 2,
      "refType":"provider"
    },
    { "name":"claimantRelation",
      "sequence": 3,
      "refType":"relation"
    },
    { "name":"startDate",
      "sequence": 4
    },
    { "name":"claimPendReasonList",
      "sequence": 5,
      "properties": [
        { "name":"pendReason",
          "sequence": 2,
          "refType": "codeDescr"
        },
        { "name":"resolved",
          "sequence": 1,
          "label": "GEN_RESOLVED"
        }
      ]
    },
    { "name":"status",
      "sequence": 6
    }
  ]
}

This displays an advanced search dialog with the following options:

Field Input

Label[1] for serviced member

LOV component on person

Label for claimant provider

LOV component on provider

Label for claimant relation

LOV component on relation

Label for start date

Date picker

Label for pend reason in ClaimPendReason entity

LOV on pend reason

Label for Indicator resolve on pend reason

Yes or No dropdown

Label for Status

Dropdown on status

image


1. Refer examples in the section Boilerplate in Property guide for more details on the label.