FIND RECORDS#
Each form in Personality provides records to users based on certain criteria. The purpose of this paper is to outline methods of refining the records available from the Find Block/List and to provide instruction on the methods of using the query tool from the form toolbar.
Using the Query Tool#
Each form window has a toolbar at the top containing icons for commonly used actions.
The Query action is seen in the screen shot as the flashlight icon which allows you to search for information using any fields on your current form with simple comparison operators.
Queries will provide a user with a further refined list of records that you can pick from.
In the example below a query can be performed on the IEAS to provide a list of employees that work in the same location.
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If the cursor has not been placed in the find block/list then the query will not return any values.
To perform a query:
- Place your cursor in the Find Block/List
- Click on the flashlight icon in the toolbar. A separate window will open with four areas that will need to be populated.
- Field Prompt: This is the name of the field in which your query is being performed. In this example we will be doing a query based on employees that fall into a certain position.
- Comparison Operator: The search is performed by comparing the Field prompt to the value indicated in the value field. The comparison operator determines the action of the comparison (equal to, like, contains).
- Value: This is the value of the Field prompt which the query will look for.
- Filter by As Of Date: This toggle determines what records will be examined. If this toggle is enabled then only the current records will be examined. If the toggle is not turned on then every record that meets the criteria.
- Once the Query Criteria has been entered select “OK”. This opens another window displaying the query results. Notice that as you scroll with your cursor through each of these records, the IEAS screen will change to reflect the highlighted employee.
When using the query function it is important to note that in most cases your cursor should be located in the Find Block/List in which you are trying to query from.
Note that while the Position field on IEAS is found on the P2K_HR_ASSIGNMENT_DETAILS it is the FIND_EEM that determines what record is displayed.Screens that contain individual tables in the form like IPTR, IALS, IBSC, IPTL etc. can also be queried without using the find. In the example below two separate results occur when the same query is performed with the cursor in different locations on IPTR.
With the cursor in the IPTR Find Block/List: The query found all batches that contained employees that met the wage rate criteria.
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When the cursor was located on the PTR grid: Transaction records for employees that met the criteria in the current batch were displayed.
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Using the Find Block/List #
Each form in Personality has the ability to perform queries based on the “find” associated to the form. The find can be found as a header on each function in KnowledgeBase. The find determines the criteria when filtering records on the form.Many forms throughout Personality utilize the same find block. Looking at all the employee screens you can see that they utilize a common find.
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The find on each form can be customized at the form level (individual screen) or at system level (all screens that use a common find block) to meet search criteria requirements.
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This find is called “FIND_EEM”. In most cases the find being used by a form can be found by looking up function definition on IMFN. If the form is using a Find Block it will be listed in the “FIND LOV” field.
Once the name of the “Find LOV” has been identified it can be maintained on the IMLOVL form.
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If additional criteria are required to filter records on a form they can be added to the find block.
Find Block/List’s should not be directly edited. See set up examples in the next section for proper methods in altering the find.
In some cases there may be forms that do not utilize a find block. These forms have pre-loaded finds loaded directly on the form itself and typically are not employee related. Forms that have the find located directly on the form can be changed using object security to remove fields not required and IMFD to add additional fields.
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Updating the FIND BLOCK/LIST on All Forms#
To change a Find Block/List at a system level- Determine the name of the find that is to be edited on the desired functions (IMFN). For example, use the FIND_EEM and add the government code as part of the search criteria.
- Open the IMLOVL once the name of the find has been determined.
- Deep copy the original find.
- Rename the find in a manner suitable to your needs.(In this case we will rename the find to FIND_EEM_EXT)
- Change the LOV Usage from “Pre-Loaded to “User Defined”
- Populate the Replacing LOV field with the name of the original find. (In this case FIND_EEM)
- Add the search criteria field. The sequence is important as it determines where the new search criteria will be displayed. (In this case it is the EID_ID.GOVERNMENT_CODE field)
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Once the above steps have been completed select the “Clear LOV” followed by the “Load LOV” buttons. When any of the forms that utilized the replaced LOV are opened the new field should now be part of the search criteria
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Updating a Find on an Individual Form#
In some cases there may be a requirement to change the Find Block/List for an individual form only. In this situation both the Find Block/List and the form must be duplicated and marked as “User Created” (otherwise they will be over written on a future release).Using the same example as above the government code field will be added as a search criteria on the IEAS only.
To change a Find Block/List at a individual form level
- Go to the form in which the find is to be updated on IMFN and find out the name of the Find Block/List from the Find LOV field
- Go to IMLOVL and deep copy the Find Block/List found on IMFN.
- Make any alterations to the find (in this case we will add the government code). Make sure the Replacing LOV field is left blank.
- Click the Clear LOV and Load LOV buttons.
- In IMFN copy the form and function in which the new find will be added using the button “Copy Function and Form”.
- Rename the function in a manner suitable to your needs. Make sure the new form is marked as “User Defined” in the usage field
- Replace the Find LOV on IMFN with the name of your custom created Find Block/List.
- Add execution rights and privileges to this new form while restricting the rights and privileges from the original form using the IMER/IMFN/IMUS screens.
When you next log in the new IEAS screen will be using the new find.
