ServiceGrid Article - TypeAhead Lookup
The new CallDetail provides a modern look and feel combined with great usability when viewing a call. However, selecting a data object from a selection list often takes too much time and feels counterintuitive. To overcome this, the "TypeAhead" feature is introduced in release 6.3. When customized correctly, this feature provides a great way to link entities like Locations or Devices to a call.
In addition to the selection loupe, you have a drop-down list in combination with a text field. After typing at least three characters into the text field, you can view the results of your search available in the drop-down list. You can easily choose one of the entries to make your selection. After that, the Call detail page will be reloaded, because your selection might affect other fields of the call as well.
The search only works on the displayed field, for example, in the field "CallerShortName", you can only search for a shortname of a person. However, all fields of the customized setup will be displayed as a comma separated list in the dropdown list.
Alternatively, you can also use the selection loupe. The text you entered in the text field will be used as a pre-filter for the list to enhance the usability. The “TypeAhead” lookup feature is available for the following search functions and columns:
| Lookup function|| Column|
| Customer lookup|| CustomerOrgShortName|
| Provider lookup|| ProviderOrgShortName|
| Contractelement (SLA) lookup|| ContractElementShortName|
| Caller person lookup|| CallerNames|
| Contact person lookup|| CCPNames|
| Helpdesk person lookup|| CHDNames|
| Location lookup|| MainCompLocation|
| Device lookup || MainComponent|
Every “TypeAhead” field must have a selection loupe enabled, because it uses the same setup as the selection loupe. In the setup of the field of your choice (for example, CallerShortName), enable the “HasSearchButton” option and select a setup.
Make sure that the corresponding columns are available in the selected setup, because the search on the list can only be executed if the corresponding field is available.
The field pairings are as follows:
| Calldetail field|| Selection setup field|
| CustomerOrgShortName|| /BPOrganizations/ShortName|
| CustomerOrgName|| /BPOrganizations/Name|
| ProviderOrgShortName|| /BPOrganizations/ShortName|
| ProviderOrgName|| /BPOrganizations/Name|
| ContractElementShortName|| /Contracts/ContractElements/ShortName|
| ContractElementName|| /Contracts/ContractElements/Name|
| CallerNames|| /BPPersons/Names|
| CallerShortName|| /BPPersons/ShortName|
| CallerLastName|| /BPPersons/LastName|
| CallerEMail|| /BPPersons/EMail|
| CCPNames|| /BPPersons/Names|
| CCPShortName|| /BPPersons/ShortName|
| CCPLastName|| /BPPersons/LastName|
| CCPEMail|| /BPPersons/EMail|
| CHDNames|| /BPPersons/Names|
| CHDShortName|| /BPPersons/ShortName|
| CHDLastName|| /BPPersons/LastName|
| CHDEMail|| /BPPersons/EMail|
| CustomerHelpdeskNames|| /BPPersons/Names|
| ProviderHelpdeskNames|| /BPPersons/Names|
| MainCompLocation|| /Locations/ShortName|
| MainCompLocationName|| /Locations/Name|
| MainComponent|| /Devices/Component|
| MainCompShortName|| /Devices/ShortName|
| MainCompName|| /Devices/Name|
| MainCompType|| /Devices/Devicetypes/Type|
| MainCompSerNr|| /Devices/SerNr|
| MainCompInvNr|| /Devices/InvNr|
| MainCompSerNrProv|| /Devices/SerNrProv|
| MainCompHostname|| /Devices/HostName|
| MainCompIPAddress|| /Devices/IPAddress|
| MainCompMACAddress|| /Devices/MACAddress|
This means that if you want the “TypeAhead” to work for the CallerShortName column, your selected setup should contain the column /BPPersons/ShortName. Otherwise, you will see this error message: "TypeAhead Lookup not possible: LookupField not part of SearchList".
The “TypeAhead” Lookup results are also restricted by the EntriesPerPage setting of your selected setup. Only the first page will be visible in the drop-down list.
If more entries are available, you will see the following warning message: "More records available".
Starting release 7.3, a slightly changed UI related function (without a drop-down list) will be triggered after typing the first 3 characters into the call detail field (Ex.: contact person).
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