Design Studio: Improved search configuration and orchestration functionality

[DorinG]

Integrate search into design  -  enhance design studio functionality and allow searches to be incorporated into design without having to  rely on SP and search forms being developed. Having flexibility to  incorporate in process search will reduce the time  and effort to complete design, ensure  that SP syntax is controlled and inline with standards. 

Currently we are utilizing  in process search where base on criteria results are returned and displayed  to user to review and take necessary actions.

Example of in process search are providing  users a quick view of other work in system that they will need to consider when working on current work item.

- Account search -  search  for work pertaining to specific account

- Outstanding work search -  search for outstanding work for specific team

           - NIGO Bundling search – search for outstanding work for specific broker/ advisor – allowing associates who are performing callout to address multiple pieces of work in one reach out

Thank you

[Karen_Hunter]

Please confirm:  It sounds like your use case supports your requirement to design the work space experience so that you can 

(1) more easily configure a search (without writing an SP) to identify a population of items (primary request)

(2) present those items in an array/table on a form

(3) select and open one or more of those related items to be processed

(4) complete the original work item as well

Additional feedback to clarify use case(s) are welcome

[DorinG]

That is correct , primary request is to have an easier way to  configure search and incorporate it in design model,  as part of service or presentation layer. 

results can be displayed to user and ideally with option to  apply filters to set of data returned,

user  should be able to action items independently if needed

results returned - and user should be able to  filter the dataset returned