Linking from Process Library to Document Management System

 This article is suitable for an IT Adminstrator

Ref: 20090628
Last edited: September 29th, 2011
 
One of our customers has incorporated a search capability from within their process library to their document management system directly from the navigation bar.
 
This functionality enables the user of the process library to use the quick search on the navigation bar to decide whether they want to search processes or documents.
 
 
When 'Processes' is selected from the drop-down list, the search is performed on the process library and the results are all processes and process elements containing that word (default functionality).
 
When 'Documents' is selected, a search is performed within their document management system and the results of all documents containing that word are displayed within the process library (click on the image below).
 
 
 
 
The key to this is that the document search is being performed within the document management system. This is done by javascript being added to the navigation bar (nav.html) for the particular stage (in this example, the Sandpit).
 
The javascript for the search can be obtained from the source files of the document management system.
 
An example of the javascript is:
 
<form id="QuickSearch" name="QuickSearch" method="post" action="javascript:DisplayGeneralResults()"
onsubmit="if(this.searchtype.options[this.searchtype.selectedIndex].value=='docs'){target='main';this.MinisearchText.value=this.txtSearchPhrase.value;action='http://
URLofDocumentManagementSystem';setMiniSearchQueryText(this);window.location.reload();}">
        <input type="hidden" name="UniqueRef1" value="ParameterValue1">
        <input type="hidden" name="UniqueRef2" value="ParameterValue2">
        <input type="hidden" name="UniqueRef3" value="ParameterValue3">
        <input type="hidden" name="UniqueRef4" value="ParameterValue4">
        <input type="hidden" name="UniqueRef5" value="ParameterValue5">
        <input type="hidden" name="UniqueRef6" value="ParameterValue6">
        <input type="text" name="txtSearchPhrase" size="20" class="searchbox" value="Search..." onClick="javascript:if (this.value=='Search...') { this.value=' ' }">
            <select class="searchbox" name="searchtype">
                   <option value="process" selected="selected">Processes</option>
                   <option value="docs">Documents</option>
            
</select>
        <input type="image" src="images/go.gif" alt="Go" align="absmidle" />
</form>
 
This FAQ is for information purposes and the javascript listed above is an example only. Please note that customisation of this nature can be performed by the customer but will not supported by Triaster's Support Team. Only customisation performed by Triaster will be supported by the Support Team.


Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on 0870 402 1234.

                    Do you have any feedback or suggestions that you would like to share with Triaster? We would love to hear from you! Please e-mail feedback@triaster.co.uk 
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