How to Add Keyword Search Option on Module Search Page
RecTrac 3.1.10.17.02
Table of Contents
Problem
I want to have my patrons be able to search by a keyword option to save time. Is there a way we can add a keyword search option on our WebTrac search page?
Solution
Note: Before getting started, you will need to identify which screen design profile requires editing, especially if you have the same module search page linked to different screen designs. Go to Profile Assignments, expand the WWW user, and identify the screen design profile linked to this WWW user.
In RecTrac, go to the WebTrac Management Screen Management. Highlight the module search page that you want to edit (ie Facility Reservations are FRWebSearch, Activity Enrollments are ARWebSearch, etc. and make sure that it is linked to the same menu design profile that is linked to your WWW user profile and click Change.
Expand the <Module>WebSearch_Tab1 (Tab) folder in the center section, then expand the first <Module> Search Criteria folder that appears. If there is a "Keyword Search" button linked in that folder, click on it and verify that the Advanced Field Parameter, FieldStatus is set to Updateable.
If you DO NOT see the Keyword Search option, you can type in "Keyword" in the Label filter under Available Fields DataGrid and it should appear as a Fillin box option. Drag and Drop the Keyword field to the Activity Search Criteria folder. You should see a green square and two arrows indicating that it can be linked successfully. Click "Done" when you are done with your changes.
Steps For Solution
- Go to WebTrac Management Screen Management
- Highlight the <Module>WebSearch screen profile linked to the same screen design as the WWW user
- Click Change
- Expand the <Module>WebSearch_Tab1 folder in the center column
- Expand the <Module> Search Criteria folder to verify if the Keyword Search option is there
- If the button is there:
- Highlight the Keyword Search Button
- Click Advanced Field Parameters
- Verify that FieldStatus is set to "Updateable"
- If there is no button:
- Find the Keyword Seach (fillin) option in the Available Fields column
- Drag and drop it to the <Module>Search Criteria Folder
- If the button is there:
- Click Done to save changes
- Click Clear All Cache
- Toggle on Include WebTrac Cache
- Click Continue
After the WebTrac cache clears, refresh your Webtrac tab and the Keyword Search option should now appear.