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InterAction® Administrator Answer Center

Formatting Search Forms

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A Web Client search form can include formatting elements to make the form display easier to read. You can add headings, blank lines, links, and static text.

Using Format Elements on a Search Form

[A] Blank line inserted for spacing.

[B] A heading. The heading text is formatted in larger, bold type and includes the line below it.

[C] Static text added to provide other information.

[D] Links to other Web sites.

The People search shown here has been modified from the out-of-the-box version to illustrate these elements.

When defining a heading or static text item for a search form, you can enter any text up to 80 characters long. Headings appear in bold and are intended to group together a set of fields; static text is normally used to provide instructions or other informational messages for the Web Client users. It appears as a simple block of text on the form.

Links can go to any Web page. They are typically used to provide quick access to additional search resources such as intranet pages and external search engines. You can specify the text and URL for a link.

Add a Link to Another Page to a Search Form

  1. Log in to InterAction Windows Client as a user with permission to create contact types.
    • The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
    • This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Searches.
  2. Edit the search form you want to change, as described in Edit a Web Client Search.
  3. Under Search Form Items, select the item above where the new item should go and choose New. Select Link and choose OK.
  4. Enter the Name for the link. This is the text that will appear on the search form for the link.
  5. Enter the URL for the link. This is the Web page to which the link will take the user. The page can be a Web Client page or a page completely outside of the Web Client.
    • For example, if you wanted a link that goes to Google, you would enter the URL http://www.google.com.
    • Always include the protocol (http://) at the beginning of the link. If you don’t include the protocol, the URL you enter is appended to the Application Server URL.

    • The link destination can be a Web Client page or a page outside of Web Client.

      Note that you cannot use Application Server variables in these links.

  6. Select the Target. This determines how the Web Client displays the link destination.
    • Page – Display the destination page in the existing browser window (i.e., replace the current content of the window with the target page).
    • New Window – Open a new browser window for the destination page.
    • Inline – Display the link destination directly in the search form. In this case, the user does not need to leave the Web Client search to see the other information.
    • None – No target. In this case, the link destination is displayed in the same window or frame as the link.
  7. Choose OK to save the new link. The link will be added after the selected item in the list of attributes.
  8. If necessary, use the Up and Down buttons to move the link up or down to the desired position in the form.
  9. When you are finished adding items to the form, choose OK to save your changes.

  10. Choose Close to close the Manage Web Client Search Forms dialog box.

    Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.

Group Web Client Search Items Under a Heading

  1. Log in to InterAction Windows Client as a user with permission to create contact types.
    • The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
    • This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Searches.
  2. Edit the search form you want to change, as described in Edit a Web Client Search.
  3. Under Search Form Items, select the item above where the new item should go and choose New.
  4. Select Heading and choose OK.
  5. Enter the text for the heading.
  6. Choose OK to save the new heading. The heading will be added after the selected item in the list of attributes.
  7. If necessary, use the Up and Down buttons to move the heading up or down to the desired position in the search form.
  8. When you are finished adding items to the search form, choose OK to save your changes.

  9. Choose Close to close the Manage Web Client Search Forms dialog box.

    Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.

Add Informational Text to a Web Client Search

Static text is normally used to provide instructions or other informational messages for the Web Client users. It appears as a simple block of text on the form.

  1. Log in to InterAction Windows Client as a user with permission to create contact types.
    • The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
    • This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Searches.
  2. Edit the search form you want to change, as described in Edit a Web Client Search.
  3. Under Search Form Items, select the item above where the new item should go and choose New.
  4. Select Text and choose OK.
  5. Enter the text you want to display.
  6. Choose OK to save the new text item. The text will be added after the selected item in the list of attributes.
  7. If necessary, use the Up and Down buttons to move the item up or down to the desired position in the form.
  8. When you are finished adding items to the form, choose OK to save your changes.

  9. Choose Close to close the Manage Web Client Search Forms dialog box.

    Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.

Add a Blank Line to a Web Client Search

Blank lines can make search forms easier to read by providing white space between items.

  1. Log in to InterAction Windows Client as a user with permission to create contact types.
    • The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
    • This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Searches.
  2. Edit the search form you want to change, as described in Edit a Web Client Search
  3. Under Search Form Items, select the item above where the new item should go and choose New.
  4. Select Blank Line and choose OK. The line will be added after the selected item in the list of attributes.
  5. If necessary, use the Up and Down buttons to move the item up or down to the desired position in the search form display.
  6. When you are finished adding items to the form, choose OK to save your changes.

  7. Choose Close to close the Manage Web Client Search Forms dialog box.

    Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.