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Dashboard Components Documentation

Search pages are the xml files that contain database query definitions. To refer to a search page from the code the <searchpage_folder>.<searchpage_filename> is usedDashboard components offer to the user a visual representation of data. They consist of an SQL statement, which if needed, can be dynamically altered by adding certain filters and criteria. 

Child pages (Children Display)

...

Name
Description
Value
searchcaptionA title which is displayed on the screen.Any
sqltypeThe type of SQL script.SELECT or SELECT DISTINCT
tablesA list of tables to be used in the joins and fields sections.Any table name that exists in the database
joinsA list of elements to join the tables.Join
fieldsThe fields that are used in the select and where clauses.Field Item
wheregroupsA wheregroup groups together where conditions in the search file.Wheregroup
groupbyCollects data across multiple records and groups the results by one or more fields.Any field name
orderbySorts the query result set based on one or more fields.Order By
   

 

Example

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titleSearch Page

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Code Block
themeEclipse
languagexml
titleSearch Page
<?xml version="1.0" encoding="UTF-8"?>
<dataset xmlns="http://www.crm.com/xmlschema/dataset.rng">
	<searchcaption>Search Products</searchcaption>
	<sqltype>Select</sqltype>
	<tables>
		<table><tablename>PRODUCTS</tablename></table>
		<table><tablename>PRODUCTTYPES</tablename></table>
		<table><tablename>PRODUCTBRANDS</tablename></table>
		<table><tablename>PRODUCTFAMILIES</tablename></table>
	</tables>
	<joins>
		<join>
			<indexorder>1</indexorder>
			<outertable>PRODUCTS</outertable>
			<innertable>PRODUCTTYPES</innertable>
			<jointype>RIGHT</jointype>
			<conditions>
				<conditionitem>
					<outerfield>PRODTYPEID</outerfield>
					<condition>=</condition>
					<innerfield>PRODTYPEID</innerfield>
					<andor>AND</andor>
				</conditionitem>
			</conditions>
		</join>
		<join>
			<indexorder>2</indexorder>
			<outertable>PRODUCTS</outertable>
			<innertable>PRODUCTBRANDS</innertable>
			<jointype>LEFT</jointype>
			<conditions>
				<conditionitem>
					<outerfield>PRODBRANDID</outerfield>
					<condition>=</condition>
					<innerfield>PRODBRANDID</innerfield>
					<andor>AND</andor>
				</conditionitem>
			</conditions>
		</join>
		<join>
			<indexorder>3</indexorder>
			<outertable>PRODUCTS</outertable>
			<innertable>PRODUCTFAMILIES</innertable>
			<jointype>LEFT</jointype>
			<conditions>
				<conditionitem>
					<outerfield>PRODFAMILYID</outerfield>
					<condition>=</condition>
					<innerfield>PRODFAMILYID</innerfield>
					<andor>AND</andor>
				</conditionitem>
			</conditions>
		</join>
	</joins>
	<fields>
		<fielditem>
			<field>PRODUCTS.PRODID</field>
			<expression>VALUE</expression>
			<datatype>ftXString</datatype>
			<fieldlen>32</fieldlen>
			<searchcriteria>0</searchcriteria>
			<visible>0</visible>
			<executable>1</executable>
			<indexorder>1</indexorder>
		</fielditem>
		<fielditem>
			<field>PRODUCTS.PRODCODE</field>
			<label>Product Code</label>
			<expression>VALUE</expression>
			<datatype>ftXString</datatype>
			<fieldlen>32</fieldlen>
			<searchcriteria>1</searchcriteria>
			<visible>1</visible>
			<executable>1</executable>
			<indexorder>2</indexorder>
		</fielditem>
		...
	</fields>
	<wheregroups>
		<wheregroup>
			<wherefields>
				<wherefield>
					<field>PRODUCTS.PRODDELETED</field>
					<alias>Expr001</alias>
					<expression>VALUE</expression>
				</wherefield>
				<wherefield>
					<field>0</field>
					<alias>Expr002</alias>
					<expression>VALUE</expression>
				</wherefield>
			</wherefields>
			<wheremembers>
				<wheremember>
					<lparenth>0</lparenth>
					<lfield>PRODUCTS.PRODDELETED</lfield>
					<expression>=</expression>
					<rfield>0</rfield>
					<rparenth>0</rparenth>
					<andor>AND</andor>
				</wheremember>
			</wheremembers>
		</wheregroup>
	</wheregroups>
	<groupby/>
	<orderby/>
</dataset><dashboardcomponent>
	<name>Rewards Participants Signups</name>
	<description>Rewards Participants Signups Bar Chart</description>
	<ejb>CRMUIRewardDashboard</ejb>
	<method>loadParticipantsSignups</method>
	<type>bar</type>
	<orientation>horizontal</orientation>
	<primaryfieldlabel>Number of Rewards Participants</primaryfieldlabel>
	<summarypage>rewards/participants</summarypage>
</dashboardcomponent>