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Wednesday, September 21, 2016PrintSubscribe
Speeding Up Quick Find

The Quick Find feature is available by default in all data views of an application. This feature allows searching every field available in the grid all at once.

Quick Find can be triggered by pressing on the Search icon in the top right corner of the data view, or by typing when a full screen data view is in focus.

Activating the Quick Find by pressing the Search icon.

Type in a value and hit “Enter” key on the keyboard to begin the search.

Typing in a value to the Quick Find input box.

When the search is complete, the search query will be displayed in the view header and the results will be displayed in the grid.

When Quick Find is triggered, the query is displayed in the header and the results below.

Each word separated by a space will search for results containing both words. Words separated by commas will search for results containing either word. Results can be negated by adding a dash (-) before the word. Exact phrases can be wrapped in “double quotes”. The example below executes the following search:

“Camembert Pierrot”, tea –grandma

The search returns records that contain the phrase “Camembert Pierrot” exactly, or records that contain “tea” and do not contain “grandma”.

Two results are returned.

However, while using Quick Find is perfect for small to medium size tables or views with a small number of columns, it can cause a substantial performance hit when the grid contains many different columns, and there is a large number of records in the table. Each column must be searched for that particular combination of keywords. While it is still possible to use Advanced Search in order to query specific columns, it does not beat the convenience offered by Quick Find.

In order to avoid the performance hit caused by searching every column, it is possible to reduce the Quick Find search scope to an inclusive or exclusive set of fields in the grid.

Excluding Specific Fields Using “$quickfinddisabled”

The quickest way to add performance is to add the tag “$quickfinddisabled” to the Search Options property of the data field. This will exclude the column from the search.

Let’s remove the QuantityPerUnit data field from the Quick Find query of Products page in the sample Northwind project.

Start the Project Designer. Switch to the Project Explorer tab. Double-click on “Products / Views / grid1 / QuantityPerUnit” data field.

Editing the QuantityPerUnit data field of grid1 View of Products controller.

Make the following change:

Property Value
Search Options $quickfinddisabled

Press OK to save. On the toolbar, press Browse.

Navigate to the Products page and execute a Quick Find search. Notice that Quantity Per Unit will now be ignored when using Quick Find.

Quick Find will no longer use Quantity Per Unit field in the filter.

Including Specific Fields Using “$quickfind”

It is also possible to only include specific fields by using the “$quickfind” tag. Let’s reduce the Quick Find scope on Products page to only ProductName and CategoryName fields.

Switch back to the Project Designer. Make sure to clear any “$quickfinddisabled” tags, as these are exclusive.

Double-click on “Products / Views / grid1 / ProductName” data field node.

Editing ProductName data field in grid1 view of Products controller.

Make the following change:

Property Value
Search Options $quickfind

Press OK to save the data field.

The next data field to modify is CategoryName. However, this data field is being used as the Alias for CategoryID data field, and has not been added to grid1 view. We will need to add CategoryName data field to grid1 in order to modify the behavior. This data field will not be rendered twice.

Drag the field “Products / Fields / CategoryName” onto “Products / Views / grid1” view to instantiate a data field for CategoryName field.

Dragging CategoryName field onto grid1 view.  The CategoryName data field has been added to grid1.

Next, change the configuration for CategoryName data field.

Property Value
Search Options $quickfind

Press OK to save. On the toolbar, press Browse. Navigate to Products page and search for “tea”. Notice that Supplier Company Name is not searched - results do not include those with Supplier of “Grandma Kelly’s Homestead”.

The Quick Find query has excluded all fields that were not tagged with "$quickfind".

Wednesday, September 21, 2016PrintSubscribe
Smart Dates

At a glance, dates can be hard to comprehend without having to open a calendar. Starting with release 8.5.11.0, date values will be replaced with Smart Dates. These smart dates represent text labels that will replace the original date value and show simplified versions of the value that are significantly easier to read and understand.

Smart dates will follow this algorithm:

  1. If the date is in the current year,
    1. and the date is in future days,
      1. and the date is tomorrow, the word “Tomorrow” will be shown.
      2. and the date is occurring within the next 7 days, then the shortened day of the week will be displayed.
      3. and the date is occurring 7-14 days in the future, then the label will be “Next” plus the day of the week.
      4. Otherwise, month and date will be displayed.
    2. and the date is today,
      1. and the time is midnight, then the word “Today” will be displayed.
      2. and it was within the last hour, then the words “XX min ago” will be displayed.
      3. and it is happening within the hour, then the words “in XX min” will be displayed.
      4. Otherwise, the time will be displayed.
    3. and the date is in past days,
      1. and the date is yesterday, the word “Yesterday” will be shown.
      2. and the date occurred < 7 days ago, the label will be “Last” plus the day of the week.
      3. Otherwise, the month and date will be displayed.
  2. Otherwise, the full value is displayed.

When the time value is not midnight, then the time will be displayed after the date.

See an example in the following picture.

List of Orders with Smart Dates enabled.

These smart dates are much simpler to read and understand than the original values, displayed below.

List of orders with Smart Dates disabled.

Hovering over the smart date will display the original value, when needed.

Hovering over a Smart Date will show the original value.

The same smart dates are displayed in the form.

Smart Dates displayed in the form

When the user edits the field, the true value will be displayed.

Editing a value in the form, the original date will be displayed.

The user can choose to disable this feature from the Settings panel. Click on the three-bar “hamburger” menu in the top left corner of the web app.

Activating the hamburger menu.

Select the “Settings” option in the panel that appears.

Selecting the Settings panel from the menu panel.

From the list of settings, select “Smart Dates”. Select Yes or No, and confirm to refresh the page in order to enable or disable the feature.

Enabling or disabling Smart Dates from the Settings panel.

The default value for this user setting can be configured in the Touch UI section of the Features page of the Project Wizard.

Modifying the default value for Smart Dates in the Features page of the Project Wizard.

Tuesday, September 20, 2016PrintSubscribe
Data Field Search Options Index

The Search Options data field property restricts and reorders the search options available to the end user on the Advanced Search Bar.

Employees grid view with advanced search bar. Birth Date search options are visible.

The search options available are dependent on the field type.

Below is a table of all search options and their description.

Numeric Filters
Search Option Text Description
= Equals The search will find exact matches of the parameter
<> Does Not Equal The search will exclude all exact matches of the parameter
<= Less Than The search will include all results that are less than the parameter
>= Greater Than The search will include all results that are greater than the parameter
$between Between The search will include all results that are between two parameters
$in Includes The search will include all selected parameters (will open a modal window to select items)
$notin Does Not Include The search will exclude all selected parameters (will open a modal window to select items)
Text Filters
Search Option Text Description
= Equals The search will find exact matches of the parameter
<> Does Not Equal The search will exclude all exact matches of the parameter
$beginswith Begins With The search will find all matches that begin with the parameter
$doesnotbeginwith Does Not Begin With The search will exclude all matches that begin with the parameter
$contains Contains The search will find all matches that contain the parameter
$doesnotcontain Does Not Contain The search will find all matches that do not contain the parameter
$endswith Ends With The search will find all matches that end with the parameter
$doesnotendwith Does Not End With The search will exclude all matches that end with the parameter
$in Includes The search will include all selected parameters (will open a modal window to select items)
$notin Does Not Include The search will exclude all selected parameters (will open a modal window to select items)
Logical Filters
Search Option Text Description
$true Yes The search will find all results that equal “True”.
$false No The search will find all results that equal “False”.
Date Filters
Search Option Text Description
= Equals The search will find exact matches of the parameter
<> Does Not Equal The search will exclude all exact matches of the parameter
< Less Than The search will include all results that are less than the parameter
> Greater Than The search will include all results that are greater than the parameter
$between Between The search will include all results that are between two parameters
$in Includes The search will include all selected parameters (will open a modal window to select items)
$notin Does Not Include The search will exclude all selected parameters (will open a modal window to select items)
$tomorrow Tomorrow The search will find all results that match the day preceding the current date.
$today Today The search will find all results from the current date.
$yesterday Yesterday The search will find all results that match the day after the current date.
$nextweek Next Week The search will find all results that match the week preceding the current week.
$thisweek This Week The search will find all results from the current week.
$lastweek Last Week The search will find all results that match the week after the end of the current week.
$nextmonth Next Month The search will find all results that match the month preceding the current month.
$thismonth This Month The search will find all results from the current month.
$lastmonth LastMonth The search will find all results that match the month after the end of the current month.
$nextquarter Next Quarter The search will find results that match the quarter after the current one.
$thisquarter This Quarter The search will find results that match the current quarter.
$lastquarter Last Quarter The search will find results that match the quarter before the current one.
$nextyear Next Year The search will find results that match the year after the end of the current one.
$thisyear This Year The search will find results in the current year.
$yeartodate Year To Date The search will find results from the beginning of the current year up to the current date.
$lastyear Last Year The search will find results that match the year before the beginning of the current one.
$Past Past The search will find all results before the current date.
$Future Future The search will find all results after the current date.
$quarter1 All Dates In Period: Quarter 1 The search will find all results in the first quarter.
$quarter2 All Dates In Period: Quarter 2 The search will find all results in the second quarter.
$quarter3 All Dates In Period: Quarter 3 The search will find all results in the third quarter.
$quarter4 All Dates In Period: Quarter 4 The search will find all results in the fourth quarter.
$month1 All Dates In Period: January The search will find all results in the month of January.
$month2 All Dates In Period: February The search will find all results in the month of February.
$month3 All Dates In Period: March The search will find all results in the month of March.
$month4 All Dates In Period: April The search will find all results in the month of April.
$month5 All Dates In Period: May The search will find all results in the month of May.
$month6 All Dates In Period: June The search will find all results in the month of June.
$month7 All Dates In Period: July The search will find all results in the month of July.
$month8 All Dates In Period: August The search will find all results in the month of August.
$month9 All Dates In Period: September The search will find all results in the month of September.
$month10 All Dates In Period: October The search will find all results in the month of October.
$month11 All Dates In Period: November The search will find all results in the month of November.
$month12 All Dates In Period: December The search will find all results in the month of December.

 

The “All Dates In Period” search options will include intervals from five years ago to one year ahead.

There are also several modifiers that can be used to change the behavior of the data field.

Search Option Description
$autocompleteanywhere Auto complete in fields can be configured to search anywhere in field values, instead of using “begins with” matching.
$disableautocomplete Text search options will no longer offer auto complete capabilities.
$disablemultiplevalues The “Filter…” option under the column header will be removed – users will not be able to filter by multiple values.
$disablesamples Quick filtering samples under the column header will be removed.
$quickfind Will exclusively filter fields tagged with “$quickfind” when using Quick Find.
$quickfinddisabled Will exclude fields tagged with “$quickfinddisabled” when using Quick Find.
Continue to Wizards in Touch UI