To create a search tab, follow these steps:

1. Go to the [System designer] → [System setup] section → [Client search settings].

   <aside> 💡 Note: The access to the section is controlled by the access rights to the [Can manage "Client search options" section] (CanManageTsiClientSearchOptionSection) system operation.

   </aside>

   

2. Add a new record.

3. In the opened window, fill up the report properties and click the [Save] button.

   • Name: enter a custom name for the search tab.

     <aside> 💡  Note: The tab will be displayed with this name on the CTI panel.

     </aside>

   • Entity schema: select the entity schema from which the search data will be taken.

     <aside> 📢 Important: The field is editable only when creating a record.

     </aside>

As a result, a record will be created in the [Client search settings] section.

Search tab properties

Fill in the tab properties:

1. Select the newly added record and click on the [Open] button.

2. Fill in the search tab properties:

   • Name: enter a custom name for the search tab.

     <aside> 💡 Note: The tab will be displayed with this name on the CTI panel.

     </aside>

   • Entity schema: select the entity schema from which the search data will be taken.

   • Process schema: select the process by which the search will be performed, if necessary. It is optional to fill.

   • Active: set the flag to display the current tab.

   

Setting up search fields in the tab

Add fields to contact search:

1. Click the [+] button on the [Search fields] detail.

2. Fill in the search fields:

   • Name: the name of the field that will be displayed to the user.
   • Data value type: field type (text, lookup, integer, fractional number).
   • Lookup schema: selection of a lookup table, if lookup is selected in the "Type" field.
   • Mask: the mask that will be applied when filling in the field.
   • Required: specifies whether this field is required or not. If the field is required, then the search will not be performed until the user fills it out.

   

3. If needed, change the display order of search fields using buttons.

   

Setting up contact search depending on the settings

Add search options by which the object will be searched:

1. Go to the [Filters] detail and add a filter parameter using the [+Add condition/By parameter] button. When this parameter is executed, certain filtering will be performed.