Stored searches are available for component-based browses only.
Use this option to save your current lookup settings under a name. The stored search is then listed for selection when you launch this browse and can be reused. The settings you save apply to this browse only and are not listed in browses for other types of records.
Enter a code (maximum of 80 characters) to identify the saved search settings. The name must be unique to that browse.
Choose an option to determine which users can access the stored search. The options available in the Level drop-down list depend on your role permissions.
User <Current User ID>: Only you can access the stored search. It is not available in the stored search list of other users. This setting is the default.
Role <Current Role>: Only users who have the same role as your default role can access the stored search. It is not available in the stored search lists of users who do not have this role.
System: The stored search is available to all users in the system.
Note: This option is available only to users who have a role assigned that lets them define a stored search on the system level.
Select the field if you do not want the stored search to be available across entities.
The stored search settings become the initial settings for this browse for all users. They replace the factory default initial settings.
The availability of these choices depends on the access you have been given in Role Permissions Maintain to the stored search activities. See User Guide: QAD Security and Controls for details.
The system saves all the field, filter operator, and row and column information you configure in the Lookup Settings dialog.
Manage Filter Fields
This option displays all the search fields possible for this type of record. You can use the Manage Filter Fields tab to:
• Specify whether a filter field should appear on the Selection Criteria tab (Visible column).
• Specify in which order the filter fields should appear.
• Specify what operator to use when finding data to view.
• Define a persistent initial value or range of values for the filter field. The values for search criteria entered in the actual Search Panel are not saved with the stored search. However, the initial values entered in Manage Filter Fields are saved.
Example: You can refine the default search for GL accounts to retrieve only accounts with codes that are within a number range of 1000 to 5000.
Manage Filter Fields
The browse is then populated with these conditions, and you click Search to conduct the search.
You can also change the order in which fields display in the filter criteria by right-clicking the field and using one of the Move commands (Rearranging Search Fields
). If you right-click in a logical field such as the Visible column, you can clear or select all of the Visible fields at one time.
Rearranging Search Fields
This read-only field displays the field label, which is also the column heading of the browse.
Select this field to include the field in the browse search criteria. This field does not affect the columns displayed in the browse; use the right-click Columns menu for that. It affects only which fields you can use for finding records.
Select an operator to apply to this field.
First Initial Value
Enter a value for this selection criterion or select a value from the drop-down list. The list displays certain variables that are interpreted by the system, such as $Today, which represents today’s date.
These variables let you save stored search criteria that work correctly regardless of the date.
Second Initial Value
This field is editable only when the range operator is specified. Enter the ending value in a range for selecting records.
Saving Non-Component Based Browse Searches
You can save a browse search by adding it to your favorites:
1 Click the Save button.
2 The browse is saved to your Favorites area and named based on the name of the browse.
If it is the first instance you have saved, the browse name in the Favorites area is the name of the browse. If you save the same browse again, the name in the Favorites area is the browse name with a (2) at the end. If you save again, the name includes a (3) at the end, and so on.
Once you have saved the browse to the Favorites pane, you can rename the browse and organize it as you can other items saved in the Favorites pane.