The Search Manager

Connected Business allows you to create your own dashboards, menu group or menus without the need to manually add lengthy programming codes in the back end.

With the Search Manager, you can add customized records specific to your company needs without the need to link plug-ins in the Connected Business system.

Note that this feature does not include creating a new module. Creating a new module still has to be configured within the User Role. See Customizing Connected Business.

 

 

Set Up User Account Field

Setting up a user account field allows you to view only those forms created by a specific user role. To set up a user account field,

  1. Go to System Manager module >  Accounts > My Accounts. The My Account form will be displayed.

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    Specify the values for the following fields:

    • Username
    • Role Code
    • Department Code
    • Default Team      
    • Sales Rep
    • Territory Code
    • Default Location

  2. Click Save and Close to save changes.

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Assign Search Mapping Field

To assign a search mapping field,

  1. Go to System Manager module > Tools > Customize > Data Dictionary. The Data Dictionary form will be displayed.

  2. Select the table you want to assign a search mapping to (e.g. Customer). Upon selecting the table, the table columns and properties will be displayed.

  3. Assign a specific search mapping on an existing table column or a new custom field  (e.g. User, Territory Code, etc).

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  4. Click Save and Close to apply changes.

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Create New Custom Search

By creating a new custom search, you can optimize your search by creating data or records needed in your business. To create a new custom search,

  1. Go to System Manager module> Search Manager. The Search Manager form will be displayed.

  2. Click the New button and you will be directed to the Detail tab of the Search Manager.

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  3. In the General section, enter the details for the following fields.

    • Name - The name of the custom search.
    • Description - A brief description of the custom search.
    • Active - Tick this checkbox if you want the custom search to be activated. Once activated, the custom search can be selected from the dropdown list.

  4. Decide if you will use default values or start from scratch.

    • Search Design – contains the tables and views used for the search results.  You can drag and drop the fields from the tables and views found in the panel on the right of the Search Manager form.

      To view the list of tables/views that you can bind with the custom search, see Custom Search Tables / Views.

    • User Filter – contains a pre-configured search condition designed by the user. This is only applicable when the My Account fields are set up. You can add a condition as to who can view the records.
    • Search Filter – also contains a pre-configured search condition designed by the user. All conditions selected are based from the selected codes and fields.
    • Results – contains the record based from the condition set by the user in the User Filter or Search Filter.
To create a new custom search :
    1. On the Search Design tab, drag and drop a table you want to include in your search query section (e.g. Customer)
    2. On the User Filter tab, select a specific user account  who can view the new fields or menus.


    3. On the Search Filter tab, set the conditions you want to view.



    4. View the results in the Results tab.

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    5. After creating the new custom search, click Save and Close to apply changes,

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Add Custom Search

You can apply the newly-created custom search either on a new dashboard in a specific module or on a new menu item.

Apply Custom Search on Dashboard

  1. Go to System Manager module> Tools > Customize > User Role. The Role form will be displayed.

  2. Select the role in the Role list to open the User Role form.

  3. From the Selected Module section, select the module where you want to apply the custom search (e.g. Customer). The User Role window for the module selected will be displayed.

  4. In the Detail section, select a menu item (e.g. Find Customer).

  5. Go to the Properties section > Application Module > Search Editor and click on the ellipsis button. The Search Editor form will be displayed.

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    Specify the details for the following fields.

    Field Description
    Search Name Select the active custom search name from the dropdown list.
    Target Indicate the correct form that matches the tables/views used by the custom search.
    Record Selection Select between single or multiple selection. If you select Multiple selection, a group tab will be displayed. You can select the fields to be viewed in the custom search.
    Target Instance This field cannot be modified.


  6. You can edit the description of the custom search, as viewed in the dashboard, from the Description tab.

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  7. In the Show List tab, tick those columns you want to be viewed in the dashboard.

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  8. In the Sort tab, select how you want the results to be sorted if viewed in the dashboard.

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    You can apply the custom search in multiple dashboard or menu items, To do this, just click on Add Tab and specify the details for applying the custom search.

  9. Click Save and Close to save changes.

    The image below shows the custom search applied in the Find Customer Dashboard.

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Apply Custom Search on New Menu Item

  1. Go to System Manager module > Tools > Customize > User Role. The Role form will be displayed.

  2. Select the role in the Role list to open the User Role form.

  3. From the Selected Module section, select the module where you want to apply the custom search (e.g. Customer). The User Role for the module selected will be displayed.

  4. In the Detail tab section, right click on the menu where you want to add the new menu item to be added. (e.g. Sales Rep).

  5. Select New Menu Item and rename the item (e.g. My Special Customers).

    Prior to assigning the custom search to the new menu item, make sure that there are forms binded to the menu item.

  6. Select the new menu item added. Go to the Properties section > Application Module > Search Editor and click on the ellipsis button. The Search Editor form will be displayed.

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    Specify the details for the following fields.

    Field Description
    Search Name Select the active custom search name from the dropdown list.
    Target Indicate the correct form that matches the tables/views used by the custom search.
    Record Selection Select between single or multiple selection. If you select Multiple selection, a group tab will be displayed. You can select the fields to be viewed in the custom search.
    Target Instance This field cannot be modified.


  7. You can edit the description of the custom search, as viewed in the new menu dashboard, from the Description tab.

  8. In the Show List tab, tick those columns you want to be viewed in the dashboard.

  9. In the Sort tab, select how you want the results to be sorted if viewed from the dashboard.

  10. Click Save and Close to save changes.

    The image below shows the custom search added on a new menu item.

    Click Image to Enlarge

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  • Tuesday, 15 January 2013