DX Search Page
1. Introduction
The DX Search Page widget lets you browse and filter transactions from a chosen DX application—like Work Requests—right from your dashboard. It’s a clean, card-style layout that’s great for tracking, reviewing, and acting on records without jumping between screens. You can apply filters, check key details, and even kick off transitions or create new entries—all within the widget.
2. What Does It Show?
This widget displays transaction records from the DX application (e.g., Work Request) you select. Each record appears as a card showing useful info like: priority, creation time, created user, and stage. The top of the widget shows a configurable title, while the interface offers tools for creating new transactions, performing transitions, and filtering results.
Clicking the filter icon opens a popup that allows users to refine the displayed records using either Basic or IQL-based filtering. The configured filters like—created user, assignee, priority, and date range appear in this popup.
3. Where Does the Data Come From?
All data comes from DX Applications. You pick one app, and the widget pulls in its transactions. You can apply Filters to retrieve only relevant records based on user-defined conditions (like specific users or dates).
4. Data Source Component Breakdown
Component 1: DX Application Lets you select the DX application whose transactions should be displayed (e.g., Work Request)
Component 2: Filter Query (IQL) Allows you to enter advanced filtering logic using iviva Query Language (IQL). This is optional but can be used to apply more complex business rules for data retrieval.
5. General Details Component Breakdown
Component 1: Title Custom title shown at the top of the widget (e.g., Work Request)
Component 2: Disable Filters If selected, end-users will not be able to use any filters—the whole filtering feature gets disabled.
Component 3: Show Filters in Popup Displays the filters in a popup window instead of inline
Component 4: Enable Create User Filter Adds a filter option for the user who created the transaction
Component 5: Enable Assignee User Filter Adds a filter option for the transaction’s assigned user
Component 6: Enable Priority Filter Adds a filter for transaction's priority (e.g., High, Medium, Low)
Component 7: Enable Create Date Filter Adds a date range filter for the transaction creation date
Component 8: Enable Perform Transition Allows users to perform actions (e.g., Closure, Approval) right from each card
Component 9: Enable Transaction Create Adds a button to create a new transaction directly from the widget
Component 10: Show Total Count Displays the total number of transactions retrieved
6. Search Card Configurations
Component 1: Card Layout Mode Choose how the cards are visually styled. Options include Default, Simple, or Alert styles
Component 2: Main Title Field Select the primary field to display as the main heading of each card (optional)
Component 3: Subtitle Fields Choose additional fields to appear below the main title—such as CreatedBy, Created Date, and Priority. These appear in smaller text within the card.
Component 4: User Priority Colour as Border Colour Adds a coloured border around the card based on its priority level
Component 5: User Priority Colour as Background Uses the priority colour as the card's background colour for visual emphasis
Component 6: Show Priority Chip Displays a colour-coded label (chip) for the priority level (e.g., HIGH, MEDIUM, LOW)
Component 7: Show Created User Details Shows information about the user who created the transaction (e.g., Admin User)
Component 8: Show Stage Chip Displays a label showing the current stage of the transaction (e.g., New, Closure)
7. Display Options
Responsive Layout: The widget adapts to different screen sizes and displays neatly as a list of cards.
Transaction Count & Create Option: A count badge at the top indicates the number of retrieved transactions, and a "Create" button allows adding new ones.
Filter Popup: Click the filter icon in the top-right to open a popup with both Basic and IQL filtering options.
Basic mode supports dropdowns and date ranges
IQL mode allows advanced text-based filters for power users
Real-Time Updates: Changing filters dynamically refreshes the card list
Interactive Cards: Cards show user-defined fields and allow quick actions like transitions—if enabled.
8. Dashboard Visual Breakdown
Component 1: Widget Title Displays the name of the selected DX application (e.g., Work Request)
Component 2: Filter Popup The popup contains both basic and advanced search options. It reflects all filters enabled during configuration (e.g., Created User, Assignee, Priority, Date Range). Switching between Basic and IQL lets users choose how they want to filter data.
Component 3: Create Button Allows users quickly create a new transaction—if enabled in configuration
Component 4: Transaction Card Each transaction appears as an individual card that visually summarises all the key details for quick understanding and action. Clicking a card redirects the user to the detailed page of the transaction. The card includes:
A coloured priority chip (e.g., HIGH in red, MEDIUM in yellow, LOW in green) that immediately communicates the urgency of the transaction.
The transaction ID as the main label for easy identification
User and date information beneath the title, showing when the transaction was created and by whom, with associated icons.
A stage chip on the right-hand side (e.g., Closure, New) that shows the current workflow stage of the transaction. Additionally, hover over the three dots next to the stage chip to view available workflow transitions. Selecting one opens a transition form in a popup, allowing users to perform actions such as closing or reassigning the transaction directly from the widget. This makes updates fast and interactive—no need to leave the dashboard.
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