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10.3 - Find Books Process

Last updated 9/05/2025

A process, which is simply a form without a table, needs to be created so the Title, ISBN, and Search screen fields can be added. Values can then be entered by a member into the Title and ISBN fields and the Search button can be clicked, this will filter the results that match the search criteria. The Search field will have a _Button display type and the

SetSearchCriteria()
function will be attached to the On Click event, effectively, turning the field into a clickable button. The code will be executed when a member clicks the button and displays the book records that match the search criteria.

1. Click Tasks in the menu.

2. Click Processes in the sub-menu.


Processes menu item
Figure 1 - Processes menu item

Add the Find Books Process

1. Click the Add Item button.

2. Type Find Books in the Title field.

3. Type Process after FindBooks in the Action ID field.

info
Find Books will be the name of several actions while building the Find Books dashboard, the action ID for all actions must be unique throughout Five.

4. Type
false
in the Show Title If field.



Add Find Books process
Figure 2 - Add Find Books process

5. Click the Screen Fields tab.


Screen Fields tab
Figure 3 - Screen Fields tab

6. Click the Add Screen Fields button.


Add Screen Fields button
Figure 4 - Add Screen Fields button

7. Type Title in the Caption field.

8. Click the lookup icon in the Display Type field and select _Text.


Add Title field
Figure 5 - Add Title field

9. Click the Display tab.


Display tab
Figure 6 - Display tab

10. In the Desktop Layout section, type 0 in the Pre Width field, 4 in the Width field, 1 in the Post Width field.

info
The Title, ISBN, and Search fields will use the 12 grid positions for one row. This will position the fields in the one row on the process.

Add display widths
Figure 7 - Add display widths

11. Click the Save button in the form app bar.


Save button
Figure 8 - Save button

12. Click the Add Screen Fields button.

13. Type ISBN in the Caption field.

14. Click the lookup icon in the Display Type field and select _Text.

15. Click the Display tab.


Add ISBN field
Figure 9 - Add ISBN field

16. In the Desktop Layout section, type 0 in the Pre Width field, 4 in the Width field, 1 in the Post Width field.

17. Click the Save button in the form app bar.


Add display widths
Figure 10 - Add display widths

18. Click the Add Screen Fields button.

19. Type Search in the Caption field.

20. Click the lookup icon in the Display Type field and select _Button.

21. Click the Display tab.


Add Search field
Figure 11 - Add Search field

22. In the Desktop Layout section, type 0 in the Pre Width field, 2 in the Width field, 0 in the Post Width field.


Add display widths
Figure 12 - Add display widths

23. Click the Events tab.


Events tab
Figure 13 - Events tab

24. Click the lookup icon in the On Click field and select SetSearchCriteria.


On Click field
Figure 14 - On Click field

25. Click the Save button in the form app bar.


Save button
Figure 15 - Save button

26. Click the Save button in the form app bar above the list.


Save button
Figure 16 - Save button