Add-on Profile Designer

Step 1: Base Settings

Step 1: Base Settings

Note: This is a detailed description of this step, which is displayed when you create or duplicate a search profile. You can find the main instructions here:

> Creating new search profiles

> Duplicating and customizing existing search profiles

Section "BIS IS Element"

Section > field

Information

Element Information > Element

    It is mandatory to select the Element that the search should be based on (which corresponds to the content of the Message Tracking table). The following elements are supported in Message Tracking:

  • BISMTOlsDoc

  • BISMTOlsDoc2

  • BISMTOlsJoinWfDoc

  • BISMTOlsWf

Element Information > Details

If you want to see which columns are accessible in detail, click the button Details to the right of the dropdown Element.

Profile Information

The user who creates a search profile is automatically stored in the section Profile Information belonging to that search profile.

Section "Settings"

Section > field

Information

Common

In the section Common, enter a Technical Name and a Description. The name must be unique within your client (logical system). Both values will be displayed on the overview page of the Profile Designer.

Menu > Menu Caption

In the section Menu, assign the name for the search to be displayed in the menu on the left. Note that this value is limited to 30 characters.

Detail Page > Detail Caption

In the section Detail Page, specify the heading of the page of a search result. Here, you can work with variables. For example, entering "Interchange Track ID ##BISMTOlsWf.bismtWfWfId#" will display the value from BISMTOlsWf.bismtWfWfId in the heading on the detail page (see example below). This part between the leading ## and closing # will be dynamically inserted.

Example for Detail Page > Detail Caption:

There are some other settings that are not required, but you should be aware of them.

Section > field

Information

Common > Enable Export

The checkbox Enable Export must be checked to see the button Create Export in the search result and use this export function. Also, the checkbox needs to be checked, to be able to use the search profile as the basis for an export.

Common > Enable Automation

If you have booked the add-on Automation, the checkbox Enable Automation must be checked to display the button Create automation in the search results. Also, the checkbox needs to be checked, to be able to use the search profile as the basis for an automation when creating automations.

Common > Organization

We recommend selecting your organization in the field Organization.

Menu > Menu visibility

This checkbox controls whether a search profile should be displayed in the menu. If you want to make the search profile visible in the menu, you must activate this checkbox.

Detail Page > Detail Page Layout

Use the value of the drop-down Detail Page Layout to specify whether the details of the search results should be displayed in one or two columns. An example of a two-column results page is shown below.

Example for Detail Page > Detail Page Layout of a two-column page:

Find more information here:

> Creating new automations