search tab in taskspace

Moorad
Moorad Member
edited March 26, 2013 in Documentum #1

HI experts

i want your opinion on how to create a search tab in Taskspace to search the documents that i have created

thx

HMM

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Comments

  • JorgKrause
    JorgKrause Member
    edited August 22, 2012 #2

    Hi,

    as far as I recall, this is covered in the turorial as well in the Developer guide. Have you been taking a look there?

    Regards

    Jørg

  • Moorad
    Moorad Member
    edited August 22, 2012 #3

    HI

    i have folowwed the tuto on the developer guide and when am connecting to taskspace, am getting the following error

    An error occurred while creating a folder tab.

    You must select at least one model of the search form.

  • DCTM_Guru
    DCTM_Guru Member
    edited August 22, 2012 #4

    Did you select an object type when you tried to create the search form?

  • Moorad
    Moorad Member
    edited August 23, 2012 #5

    HI

    yes i did select a custom object type derived from dm_document

    thx

    HMM

  • DCTM_Guru
    DCTM_Guru Member
    edited August 24, 2012 #6

    Did you add your form to a tab?

  • Moorad
    Moorad Member
    edited August 27, 2012 #7

    yes i did add my form to a tab

  • manishanandswami
    edited December 28, 2012 #8

    In search tab

    for that you need to create search template using forms builder for your custom type

    Step1.Creating a Search Template

    image1.png

    Step2:

    Create  the search tab

    1. On the Tabs pane, click Create. The Create Tab dialog box opens.

    2. On the Create Tab dialog box, select Search from the Select Tab Type list box and click Next.

    The Tab Configuration — Search dialog box appears.

    In the Name field, type search_custom and in the Label field type Search . In the

    Available search templates pane select the custom template which u create in form builder and use the

    arrow to move it to the Selected search templates pane. Click Next.

    4. Select Display standard tab actions and click Finish.

    your search tab is coplete

    now add that to particular roles

    for more details please look in to xCP_1.6_SampleApp.pdf file you will get step by step information

  • ragoluscreen
    ragoluscreen Member
    edited March 26, 2013 #9

    Hi HMM,

    Please install the search template which you created in forms builder then you will no more see that error.

    Regards

    Sivananda