Customization

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You have the option to customize which searches should be active and what searches should be available to the users.

All the default searches are located from SD-001 to SD-019. Their definitions cannot be changed but you can enable/disable them and edit user options.

You can create your own search criteria using SQL.

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The configuration window can be divided into 3 parts.

Part

Description

Header data

Field

Description

code

Code this is the auto generated number of the configuration

Name

This is your name for the configuration for reference, this is also the name that will be shown in the search criteria and the single search option

Group name

This is the name that will be shown in the search result window (Type of search)

Users

(Empty = All)

Here you have the option to make the Configuration user-specific. All you need to do is to enter the wanted users (their user codes) separated by “;” (Depending on the user-setting:

        Include users = All users entered will use the configuration

        Exclude users = All users entered will not use the configuration

 

If you do not enter anything, all users will use the configuration

 

Samples:

1.       Entered: manager;user1;user2 (Include users option)

o   The 3 users with user code “manager”, “user1” and “user2“ will use the configuration.

2.       Entered: user3 (Exclude users option)

o   All users except user with user code “user3” will use the configuration.

Search definition

Field

Description

Result string

This is the text that will be shown in the search result window. You can access fields from your SQL using {FieldName}.

Example:

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SQL

The SQL to be executed.

The search term entered by the user can be accessed using {SearchTerm}.

Example:  WHERE CardName LIKE ‘%{SearchTerm}%’

Universal function

Field

Description

Universal function

You can select a universal function to execute when the golden arrow is clicked in the search result window.

UF string

You can send a value from the SQL to the universal function and it can then be accessed using the special keyword $[B1SRESULT.TYPE] ex $[B1SRESULT.STRING]

Example:

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Example:

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Will make the golden arrow open the selected Business Partner