Defining search templates

The attributes of the registered master data document, for which to define a search template, must already be selected and specified with names, descriptions, and data types.
  1. Select Document > BOD.
  2. Click the Search Templates link of the corresponding record.
    Note: Search template is applicable only to registered Infor and custom master data BODs, and to custom master data documents and DSVs.
  3. Click Add.
  4. Specify this information:
    Name

    Specify a unique name that identifies the search template. Valid characters are a-z, A-Z, and 0-9. The first character should be a lowercase letter. The maximum length is 25 characters.

    Search Result
    Select the attribute or attributes that will be searched.
    1. Select an attribute from the 'Attribute' list box. The list contains mapped attributes of the master data business document.
    2. Click the right arrow to move the selection to the 'Search Result' list box.
    Filters
    Create filter templates to be used in retrieving the master data search result.
    1. Select an attribute from the 'Attribute' list box that will be used as a search parameter.
    2. Click the right arrow to move the selection to the 'Filters' list box.
      1. Parameters (first column) - select the attribute of a master data that will be compared against the search parameter (third column).
      2. Relation Operator - select the relational operator to be used.
      3. Parameters (third column) - refers to the search parameter that will be compared against the attribute of a master data. The value source for this parameter will be defined in the Expressions setup.

        See Defining formula expressions

      4. Logical Operator - select AND or OR to combine comparison conditions.
      Note: Click the Add (+) icon to duplicate a filter template.
  5. Click Save.
    This is a sample definition of a search template for the CurrencyExchangeRateMaster BOD registration that will return the currency exchange rate between two currency codes during a specific date and time.
    Name
    Specify "getCurrencyRate".
    Note: For readability purpose, the recommended format in naming a search template is the word "get", followed by the name of attribute that will be searched.
    Search Result
    1. Select rateNumeric from the 'Attribute' list box, if this is the name for the attribute "CurrencyExchangeRate/RateNumeric".
    2. Click the right arrow to move the rateNumeric attribute to the 'Search Result' list box.
    Filters
    1. Select sourceCur from the 'Attribute' list box, if this is the name for the attribute "CurrencyExchangeRate/SourceCurrencyCode".
    2. Click the right arrow to move the sourceCur attribute to the 'Filters' list box.
      1. In the Parameters field (first column), select sourceCur, if this is the name for the attribute. "CurrencyExchangeRate/SourceCurrencyCode".
      2. In the Relational Operator field, select ==.
      3. In the Parameters field (third column), "p_sourceCur" displays.
      4. In the Logical Operator field, select AND.
    3. Select targetCur from the 'Attribute' list box, if this is the name for the attribute. "CurrencyExchangeRate/TargetCurrencyCode".
    4. Click the right arrow to move the targetCur attribute to the 'Filters' list box.
      1. In the Parameters field (first column), select targetCur, if this is the name for the attribute "CurrencyExchangeRate/TargetCurrencyCode".
      2. In the Relational Operator field, select ==.
      3. In the Parameters field (third column), "p_targetCur" displays.
      4. In the Logical Operator field, select AND.
    5. Select startDate from the 'Attribute' list box, if this is the name for the attribute "CurrencyExchangeRate/EffectiveTimePeriod/StartDateTime".
    6. Click the right arrow to move the startDate attribute to the 'Filters' list box.
      1. In the Parameters field (first column), select startDate, if this is the name for the attribute "CurrencyExchangeRate/EffectiveTimePeriod/StartDateTime".
      2. In the Relational Operator field, select <=.
      3. In the Parameters field (third column), "p_startDate" displays.
      4. In the Logical Operator field, select AND
    7. Click the Add (+) icon to duplicate the filter template for startDate.
      1. In the Parameters field (first column), select endDate, if this is the name for the attribute "CurrencyExchangeRate/EffectiveTimePeriod/EndDateTime".
      2. In the Relational Operator field, select >=.
      3. In the Parameters field (third column), "p_startDate" displays.
    8. Click Save.