All lookup forms are made up of two panels:
- Criteria panel.
- Search Results panel.
The Criteria panel is where the user enters search criteria in the provided fields. Such criteria can be freely entered text, selected from a pre-defined list, or a positive record state. The Criteria panel also contains buttons that direct the LOB application to take action with the entered criteria:
- Execute a search.
- Save criteria for future searches.
- Reset all values/remove saved searches.
- Sort the search results.
The Search Results panel is where the user views or acts on the search results from an executed search. The results themselves are stored in a grid called the results grid, which all Search Results panels contain. The grid contains columns that determine which values will be displayed, regardless of the available search criteria. The Search Results panel contains buttons that direct the LOB application to take action with the search results:
- Open a record or records.
- Create a new record.
- Export the values to an Excel spreadsheet.
- Delete records.
Any search result value may be configured so that clicking it makes the LOB application take any one of these actions.
This post is part of the Lookup Form topic. Click here to open the Lookup Form Overview.