Maintaining Search Value Restrictions

If your organization wishes to force a search value restriction on all users, but still allow your users to modify their own Advanced Searches, your system administrator can use the Personify Application Designer to ensure the search value restriction upholds.

 

For example, if you want to restrict your users from ever returning deceased members in their search results, you can create a search value restriction that forces a search to only look up customers with a Customer Class status of “Active.”

Note.pngAny field you place a search restriction on or add to the search capability as a set value do not appear in the list of available fields a user can add to their Advanced Search.

To maintain search value restrictions:

1.    From the Personify toolbar, click the Development Tools icon dev.png and select Studio Suite > Application Designer.
The Personify Application Designer displays, as shown below.
app_designer.png

2.    Open the Search form in the Application Designer.

3.    From the Properties list, locate the Misc > SearchParameters property.

4.    Click the (...) button that appears next to the SearchParameters value field.
04_search_parameter_property.png
The Search Parameters screen displays, as shown below.
05_search_param_window.png

5.    From the list on the left, select the Search Parameter you want to restrict.

6.    Set the following parameter properties:

·            DefaultValue – (enter as desired)

·            ShowInQuery – False

·            UseInQuery – True
03_search_value_restriction.png

7.    Click Close.

8.    Save and publish the form.