Adding Search Filter Fields

To define new search filters that will be visible to a user on the Search page, you must add search filter fields using the Configure Search page. You can also manage the columns displayed in search results by configuring the column sequence and labels, and then decide whether the columns will be sortable and searchable when a user clicks the Filter icon on the Search page.

For information on how to enable which attributes are displayed on the Search page, see the FICO Origination Manager Application Processing Module Developer's Guide.

  1. In the administration navigation pane, click Configure Search.
  2. Add search filter fields by selecting them individually from the Available list in the Search Display area and clicking Add. To add all of the available search filter fields, select the Select all check box and then click Add.
    Use the Remove option to remove roles from the Selected list. You can also search for search filter fields by entering the field name and clicking Search.
  3. (Optional) To manage columns, click Manage columns and perform the following steps in the Manage Columns window:
    1. To configure the sequence and order in which columns appear, click the left and right arrow icons to move the columns to the order you prefer.
    2. To change the name of the field label, enter text in the field above the column's given name. For example, if you want the Application Number field to display as Application # in the UI, enter that text in the field above Application Number.
    3. To allow a user to sort columns in ascending or descending order on the Search page, select the Sortable check box for that column.
    4. To allow a user to perform a search on the information in a specific column on the Search page, select the Searchable check box for that column.
    5. Click Update.
  4. To set the sort criteria (the default order in which columns are presented on the Search page), perform the following steps in the Sort Criteria area:
    1. Select the first field to filter.
      The drop-down list of fields contains both the contents of the Available and Selected lists.
    2. Select whether the field should sort in Ascending or Descending order from the drop-down list.
    3. (Optional) To add additional sort criteria, click Add sort criteria. To remove sort criteria, click the Delete icon.
  5. Click Save.
  6. (Optional) Go to the Search page and ensure that the newly added fields or changes appear on the page.

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