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Extending entity search results

Updated on January 18, 2021

You can search the system for individual Business and Person entities. The search results include, for example, first name, last name, and date of birth. You can add more columns to the search results to display more details, for example, a phone number.

Before you begin: Ensure that the property for the information that you want to display in the search results, for example, a phone number, exists in the system.
  1. Modify the appropriate report definitions by performing the following actions:

    1. In Dev Studio Explorer panel, click Records.

    2. Click Reports Report Definition.

    3. Find the report definition for the entity that you want to modify:

      • For the Person search results, find the PersonList report definition by filtering the Report Name column.
      • For the Business search results, find the BusinessList report definition by filtering the Report Name column.
      • For the Facility search results, find the FacilityList report definition by filtering the Report Name column.
      • For the Vehicle search results, find the VehicleList report definition by filtering the Report Name column.
      • For the Household search results, find the SearchHouseholdList report definition by filtering the Report Name column.
    4. In the Query tab, in the Edit columns section, add a column for the property that you want to add to the search results.

      For more information, see Report Definition Query tab.

  2. Modify the search result fields by performing the following actions:

    1. In the Explorer panel, click App. In the search field, enter one of the following classes:

      • To modify the Person search results, enter PegaPS-Data-Entity-Person.
      • To modify the Business search results, enter PegaPS-Data-Entity-Business.
      • To modify the Facility search results, enter PegaPS-Data-Entity-Facility.
      • To modify the Vehicle search results, enter PegaPS-Data-Entity-Vehicle.
      • To modify the Household search results, enter PegaPS-Data-Entity-Household.
    2. Click User InterfaceSectionSearchResults.

    3. Add a field for the property, for example, a phone number.

      For more information, see Section form - Completing the Design tab.

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