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JNY-PFM-QRY-005Configure a search field and look up records

Markdown

JNY-PFM-QRY-005

Configure a search field and look up records

Markdown
  • DocumentDraft
  • Product intentProposed
  • ImplementationPartially observed

KindJourneyProduct areaPlatformModuleQuestions, record exploration and data deliveryRevision1End-to-endOptional

Read atservices-platform ad3f6a65react-console baf6dae3

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Goal
Publish a search-field configuration and use it to find supported records.
Screens
/console/{tenantId}

Steps

#SurfaceActionCapabilityExpectedProvenance
1listQuickSearchFieldsRequest the available contact search fields.CAP-PFM-QRY-017The evidenced response describes a standard field’s label, type and origin.test
services-platform:modules/quick-search/tests/e2e/quick-search-configurations.e2e.spec.js#offers a standard field with its label, data type and origin
2replaceQuickSearchConfigurationAdd an eligible custom field to the second search tier and replace the configuration.CAP-PFM-QRY-017The response identifies the rebuild job associated with the saved change.test
services-platform:modules/quick-search/tests/e2e/quick-search-configurations.e2e.spec.js#answers the rebuild job the change owes, so a client can watch it
3rebuildQuickSearchIndexFollow the rebuild until its replacement generation is published.CAP-PFM-QRY-017The documented lifecycle marks the new generation ready after rebuilding while retaining the prior search generation.documented
4/console/{tenantId}Type a value from the added field, then enter phone digits in the search box.CAP-PFM-QRY-016The proposed interaction finds contacts through the configured terms and normalized phone digits.inferred
services-platform:modules/quick-search/tests/unit/services/indexing/build-documents.spec.ts#searches a phone number as it is stored and by its digits, so a typed run of digits finds it
5/console/{tenantId}Enable inclusion of inactive records.CAP-PFM-QRY-016The search filter permits both inactive and archived contacts.observed

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate2An ineligible long-text field is included.Reject the replacement and identify the unsupported field.The configuration stays unchanged and no rebuild is admitted.test
services-platform:modules/quick-search/tests/e2e/quick-search-configurations.e2e.spec.js#refuses a field whose data type Quick Search cannot hold as a term
failure4The caller lacks permission to read contacts.Refuse a search credential for that record type.The caller receives no credential with which to query its index.test
services-platform:modules/quick-search/tests/e2e/quick-search-access.e2e.spec.js#refuses a caller holding the lookup but not the record type’s own permission

Assertions

IdStatementProvenance
01The documented rebuild lifecycle makes the changed field list available after publication.documented
02The default status filter excludes archived contacts; the inactive-record option permits them.observed

End-to-end policy: optional: Service and unit evidence covers configuration, credential refusal and term normalization. A browser scenario should demonstrate publication of the changed field and a subsequent typed lookup.

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