Search Page

The Search page consists of the following four sections:

• Search Criteria
• Grid Toolbar
• Search Results
• Actions Toolbar

Here is an example of the Search page:

^{Search Page Example}

The following list defines each section on the Search page:

• Search Criteria - the fields in the Search Criteria section are used to filter the search results. If no criteria are specified, then the search result section displays all data.

• Grid Toolbar - the Grid Toolbar identifies the number of records on the current page out of the total available records and offers an Export to Excel and Generate Graph option. When you have multiple results pages, the Grid Toolbar offers you page/record navigation. Here is an example of the Grid Toolbar with multiple results pages:

• Records 16 - 30 of 400+ - displays the records listed on the current page, for example 'Records 16-30', and the total number of records found, for example 'of 400+'. Note: when a '+' displays beside the total number of records, then more records are in the View but only the indicated number of records are displayed in the View when 'Show All' is selected.

• Export to Excel - enables you to export the current results set into Microsoft Excel, so that the data can be manipulated and/or formatted from within that application. If the current View has 400+ records, and you want to retrieve all the records, you must change the Maximum Records to Retrieve on the Search Results folder. Note: This option is only available to User IDs with permission to Export data to Excel.

• Generate Graph - enables you to create a graph from the search results of any view that includes math-enabled fields. Depending on the relationship of your data-set and number of math-enabled fields in your search results, the characteristics of the graph generated will vary. Note: This option is only available when the View includes math-enabled fields.

• Previous - performs one of the following:
  • Displays the previous page of search results, when on a Search Page;
  • Is disabled/hidden if the first page is being accessed;
  • Is not displayed if there is only one record in the search result set.

• Next - performs one of the following:
  • Displays the next page of search results, when on a Search Page;
  • Is disabled/hidden if the last page is being accessed;
  • Is not displayed if there is only one record in the search result set.

• Page n - displays the page that you select from the drop down list.

• Show All - displays all records in the current search result up to the maximum number of records.

• Show Pages - appears once you click Show All, and returns you to the page-by-page navigation. Clicking on 'Show Pages' brings you back to 'Show All'.
• Search Results - displays the records that match the Search Criteria query. Here's an example:

^{Example of Search Results}

1. Use Record as Criteria for Action - click this icon to open the Link To list. The 'Link To' list is unique for each View and offers an easy method to navigate to related views using key data elements from the current record. Here is an example of the menu that displays when you click 'Link To':

   
   ^{Example of the Link To menu}

   Note: If the Search Results line is a Subtotal Only, Subtotal, Grand Total or Grand Total Only, the 'Use Record as Criteria for Action' icon is not available.

   • Recent Views - this option may not appear if you have not linked to other Views from the current View. When you click on this option, a list of the Views recently accessed by your User ID displays. Click on any View and it opens in your current browser window. Use the browser's Back button to return to the original View.

   • Related Resource Group - when you click on this option, a list of Views directly related to the current View display. For example, if you are in the 'Invoice Register' View, the Related Resource Group include the Invoice Register GL Detail, Invoice Register GL Summary, EFT Invoice Register and IN44 EFT Log. (These represent elements of the IN44 Register that were previously separated by page breaks in the hard copy report.) Note: Not all Views will have a Related Resource Group set up.

   • List of Views (below the other two options) - an alphabetical listing of related Views that have some relationship to the Search Results detail record display. For example, when you are on an Invoice Register detail record, you can link to the Customer Master View for the Customer on the Invoice.

2. View Record Details - click this icon to open the Detail Page for the current record in the Search Results list box. Note: If the Search Results line is a Subtotal Only, Subtotal, Grand Total or Grand Total Only, the 'View Record Details' icon is not available.
• Actions Toolbar - the Actions Toolbar for the Search page consists of a number of standard search-related actions, including:
  • Search - initiates a database search for records matching the criteria selected in the Search Criteria section.
  • Clear - clears the Search Criteria input fields.
  • Personalize - opens the Personalize window in a separate browser. This enables you to create custom or personalized output for the current View. Note: this option is only available to User IDs with permission to customize Views.