This article includes updates for Smart ID 23.04.

1. In Identity Manager Admin, go to Home > Search Configurations.

2. To add a new search configuration:

   1. Click +New.

   2. Enter a Name and Select a Reference, either a core template or a data pool. Click Save + Edit.
      

   3. Optional: add Object picture
      1. The object picture of the Search Configuration is used in the related objects view in Identity Manager.
         If you do not upload a picture, the standard icon of the result object will be used, for example, a card or a meeting icon.
   4. The Search Reference Type shows CORE_TEMPLATE or DATAPOOL, depending on what you selected in Reference in step 1b.
   5. The Search Reference Name shows the name of the core template or the name of the data pool of the CoreObjects that are searched, depending on what you selected in Reference in step 1b.
   6. If you check Maximum number of search results and then enter a number, the search will never return more results than this value. If there are more results, the user gets an error message and has the possibility to modify the filters. Use this only for views where the user has the possibility to modify the filters.
      
   7. In the General tab, the fields of the selected data pool or core template are listed under Search Criteria. The search dialog as it will roughly appear in Identity Manager is shown on the right, under Search. On the left of it is the search mask, on the right the search results. 
   8. Click Save.
3. To instead edit an existing search configuration, double-click on its name.

Logical AND

• Use " _AND_ "
  • Note the blanks at the beginning and end
  • AND must be in upper case

Example 1:

Example 2:

Example 3:

When translatable values are used, the non-translated symbolic names have to be used.

Logical OR

• Use " _OR_ "
  • Note the blanks at the beginning and end
  • OR must be in upper case

Example 1:

Example 2:

Combine AND and OR

You can combine two search filters using logical AND and OR.

To combine two search filters, add both of them as filter fields. You can add each data pool field as a filter field as often as you like.

Rules for AND and OR combinations:

• AND and OR combinations are only available for text-fields, not for numeric, boolean, date, etc. 
• It is not allowed to use both logical operators AND and OR at the same time in the searchValue

• The logical operators makes no sense with some filters. See these examples:
  
  

  Panel
  borderStyle solid title Example with 'AND'
  SearchField: First name SearchValue: Tom _AND_ Jack Filter: equals The result will be an empty list.

  
  

  Panel
  borderStyle solid title Example with 'OR'
  SearchField: First name SearchValue: Tom _OR_ Jack Filter: unequals The result will be an empty list.

  
  

For the initial values of text or number filter fields, you can also use Juel expressions.

Process expressions

User expressions

System Property expressions

These expressions are replaced by specific values which are configured in Identity Manager Admin. The names of the properties are found in the database in Property.name.

Date expressions

Date expressions are resolved to a Date, Date and Time or Time values, depending of which one you use. You can pass numbers into the date expressions, which are then calculated to certain value.

Nested expressions for Date expressions

For date expressions, you can also set the value to be another expression, and have expression within expression, so called nested expressions.
The types of expressions that can be set inside date expressions are:

• System property expression
  ${sysprop.someValue}
• User expression
  ${user.id}

Examples:

${today.plusDays(${sysprop.someValue})}

${today.plusDays(${user.id})}

To define where the search configuration is to be used, the purpose must be set:

1. Go to the Purpose tab.
2. Select one or more of these alternatives:

• • Quick Search - A search item appears in the Quick search list on the Start page in Identity Manager Operator. This option is not supported for external data sources. 
  • Search - The search configuration is available on the Search page in Identity Manager Operator. 

  • Batch Orders - The search configuration is available on the Batch Orders page in Identity Manager Operator. This option is not supported for external data sources.

  • Object Relations - The search configuration is displayed in the Related objects field for a certain object.
  • Self-Service Search – The search configuration is available in Smart ID Self-Service. Also select the category for Self-Service in the drop-down menu.