Search Criteria folder - Personalize View

The Search Criteria folder contains the following elements:

• Show Only Fields Containing - this text box allows you to filter the information displayed in the Available Fields list box. The Available Fields list box has the potential to display hundreds of fields. Enter the text you are looking for in the 'Show Only Fields Containing' text box and the Available Fields list box displays only those fields (and associated table names, if applicable) containing the information entered. For example, if you are personalizing the Customer Master and you enter the word 'terms', all of the fields and table names with the word 'terms' display in the 'Available Fields' list box:

  
  

• Exclude Related Fields - select this check box to display the fields that are assigned to the base table for the selected view in the Available Fields list box.

  Tip: You can identify the name of base tables for views, created by Tecsys, by hovering over the title of the view on the iTopia menu. Following the example below, if you hover over Order Header(OE45) the description 'Order Header(OE45) (ibis_oeoo.1.order_ header_oe45)' displays. The base table used for this view is ibis_oeoo.1.

  

• Available Fields - the Available Fields list box includes the criteria data elements that are available for the view. It includes the data elements from the base table and other tables that relate to the current view. Fields that belong to the base table do not display the English Description of the table name, however fields from related tables include the related English Description table name in brackets beside the field name.
  • Once a field is selected from the Available Fields list box, it is removed from this list.

  You can add single fields to the Show These Fields in this Order list box by the following methods:

  1. Double click on the selected field.

  2. Select the field and click the Add icon .

  You can also move multiple fields to the Show These Fields in this Order list box by either of the following methods:

  1. You can select groups of fields by holding down your Shift key and selecting a first and last field from the list and then clicking on the Add icon. All fields between the first and last field selected are moved to the Show These Fields list box.

  2. You can select multiple individual fields by holding down the Ctrl key and using your mouse to select fields (not sequential) and then clicking the Add icon. These individual fields are all moved to the Show These Fields list box.

  Note: To place the fields in a particular spot in the Show These Fields list box, highlight the field in the Show These Fields list box that you want the selected field(s) to follow, and when you add the fields, they will be inserted after this highlighted field. Otherwise, the fields being added are added to the bottom of the list of fields in the Show These Fields list box.

• Show These Fields In This Order - only fields in this list box will appear in the Search Criteria section of the view, in the order in which they are displayed here. You can also re-order these fields:
  • To Move Up a single field, highlight the field and click Move Up to move this field up one level. You can also move up a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Up.

  • To Move Down a single field, highlight the field and click Move Down to move this field down one level. You can also move down a group of fields by using the Shift key to select a group of consecutive fields or the Ctrl key to select several individual fields and then click Move Down.

  • To Remove a field, highlight the field and click Remove to move this field from the 'Show These Fields in This Order' list box back into the 'Available Fields' list box, or double click on the field name and it is automatically returned to the other list box.

• Default Value For (field name displays) - with the field name in the 'Show These Fields in This Order' list box highlighted, you can optionally assign a default value to the field which will help execute your search even quicker, or to display the results you seek most often. For example, you can set the 'Company' field to default to a '10'; every time you run this report, the Company field will default to Company 10.
  • Note: The Default Value field is not a case-sensitive field. Key fields are always forced to UPPER CASE. If the chosen field includes a group of predefined values the look up icon displays to the right of this field allowing you the option of selecting one of those values as the default value. If the field represents a date, then the Calendar icon becomes available.

  • You can also enter wild cards as part of the Default Value. For example, if you are personalizing the Product Master (IM13) view and you always want to display all products that begin with BAS you can enter BAS* and all product that start with BAS will automatically display when a search is initiated.

  Here is an illustration of the Default Value field:

  

The following table outlines the functionality of each button on the Search Criteria folder:

Button Label	Icon	Functionality
Submit		Automatically Saves all of the changes from all folders with the view name identified at the top of the screen and returns you to the new Personalized view. Caution: If you are personalizing a Corporate view, you may want to select Save As to save the view with a unique name; clicking Submit will overwrite the Corporate view with your personalized view.
Save		Saves all of the changes from all folders with the view name identified at the top of the screen. Caution: If you are personalizing a Corporate view, you may want to select Save As to Save the view with a unique name; clicking Save will overwrite the Corporate view with your personalized view. If you have saved the view using Save, you can always Restore the view back to the Corporate view if need be. When you click Save, you remain on the current page. A message at the top of the window indicates whether or not the modifications were successful.
Permissions		Opens the Permissions window for the current resource allowing you to grant permissions to other roles (users). Note: The Permissions button is always available to the system user (system administrator). All other users must be assigned a Role that includes the 'Grant' operation for this view (resource) in order for the Permissions button to display. When the system user selects Permissions, all of the operations are available for selection; when other users select Permissions, only the operations assigned to them through a Role are displayed.
Save As		Opens the 'Save View As' window. Enter a view name in the 'New Title' field and click Save to close the window and return to the Search Criteria folder, click Submit to close the window and go directly to the new view or click Cancel to cancel the Save As request. Once the Search page is opened, the new view name displays. For more information on the Save As feature for users logged in with system administrator rights, click here.
Restore		This button is only available on views that you have saved using the Save or Submit action buttons. The Restore option allows you to return to the original Corporate view.
Delete		This button is only available for personalized views that you saved using the Save As action button; you cannot accidentally delete a Corporate view. When you click Delete the following message displays: "Do you want to delete this view? OK/Cancel". Click OK to delete the view or click Cancel to cancel the Delete request. If you have granted permissions to other users to this view and they have personalized the view and saved it using Submit or Save, a message displays indicating that you cannot delete the view. All users that have personalized the view using the Submit/Save action buttons must Restore the view before you can delete it.

Here is an example of the Search Criteria folder:

^{Search Criteria folder}