Support Default TypeSearches
Alongside Custom Configurations
#6233
Labels
1 - Enhancement
Improvements or extensions to existing behavior
2 - User Interface
Issues that are related to the user interface or user experience.
Milestone
Currently, users who implement a custom
TypeSearches
file within App Resources face a challenge when new type search tables or fields are introduced. This manual update requirement not only adds extra workload but also creates inconsistencies in user experience, particularly when new schema expansions occur.A major problem here is that the
TypeSearches
app resource (see https://github.com/specify/specify7/commits/production/config/backstop/typesearch_def.xml) is almost always custom defined in databases that have used Specify 6 since customizing the fields searched in a query combo box update this file. Once customized, Specify looks at this custom resource rather than the system one.This leaves users with custom
TypeSearches
unable to use the query combo box for things like Collection Object Groups, Tectonic Units, or any new tables/fields that we add in the future. The only workaround is for users to click on the 🔍 (search) icon next to the query combo box to search manually for records.Problem Statement
When new fields are added to the system, such as the recent addition of geo-related fields, users with a custom
TypeSearches
file must manually update their configurations to ensure that new fields, includingcojo
andtaxonTreeDef
, are searchable. This is particularly problematic for users who expect seamless integration and functionality with the system's default search capabilities.Current Limitations:
TypeSearches
file do not automatically receive updates or expansions related to default type searches.collection
specifyuser
institution
collectionobjectgroup
collectionobjectgrouptype
tectonicunit
Proposed Solution
Implement a logic that automatically fills in the gaps of custom
TypeSearches
files with the system's default settings. This would ensure that any new fields or tables added to the system are automatically integrated into the user's search capabilities without requiring manual intervention.This proposal does not involve updating the custom XML, rather just allowing Specify to "fall back" on a system default rather than looking only at the custom definition for every table.
Benefits:
TypeSearches
files to be able to use basic functions of the app.Discussed in #6232
Originally posted by bronwyncombs February 12, 2025
Currently, a custom TypeSearches file in App Resources overrides system defaults. This poses an inconvenience when new typeSearch tables/fields are added since the App Resource must be updated to make new qcbx fields searchable.
It would be much better for the users if there was logic to fill in the gaps of custom TypeSearches files with the system defaults. This is especially beneficial when the schema is expanded and users expect new forms/fields to behave with the system's default search abilities.
The addition of geo, for example, means databases with a TypeSearches file will need to manually configure this for the cojo and taxonTreeDef fields qcbx search to work.
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