Administration Features and Functions > Defining Browse Collections
  
Defining Browse Collections
To help you browse and maintain related item, site, sales, location, and customer data, you can define collections of related browse and maintenance programs using Browse Collection Maintenance.
 
Browse Collection Maintenance
Note: Browse Collection Maintenance is only available if you have access to the Administration menu.
In a browse collection, a main browse drives the fields selected in the other browses and programs. The QAD .NET UI displays the other browses and programs in the lower part of a horizontal split-screen, with the main browse located in the upper part. For example, you could define a browse collection called Sales that includes a Sales Order browse with a Site browse, Customer browse, and Sales Order Maintenance program.
If you click on a record in Sales Order, the associated browses and Sales Order Maintenance program automatically have the data for that order entered. You can just click on the Customer tab to see the information on the customer for that order, or click on the Sales Order Maintenance tab to see the sales order.
Using Browse Collection Maintenance, you can define your own browse collections that you can then save under Favorites.There is no limit to the number of programs and browses you can include in a Browse Collection. However, when defining the collection, you should consider that a large collection takes longer to display on the screen, and there may be a performance issue if it is to be in constant use by a large number of users. In this case, you should consider multiple smaller collections.
Browse collections are stored by default in the Collections folder in the Applications area. When you right-click the Collection name and select Design, you can open the collection directly in Browse Collection Maintenance. This option lets you modify collection properties from the desktop without having to run the maintenance program.

Browse Collection Design Option
To define browse collections:
1 Select Administration|Browse Collection Maintenance.
2 To start a new collection, click the New button. (To edit an existing program group, click Load.)
3 In the Name field, enter a name for the browse collection.
You can specify a label term as a name for the browse collection. The advantage of doing this is that you can use a label term whose associated description has been translated into a supported language. To find an existing label term, open Label Master Browse (36.4.17.2). To quickly find a label term you might want to use, use the browse’s Search function. For example, if you want to find a label term that includes Item, set the Search fields to Term contains Item and click Search.
In the browse, the Term column lists the label terms that include Item and the Long Label column displays the associated descriptions. Next, in Browse Collection Maintenance’s Name field, enter the label term in the format ${Term}.
For example, if the label term is ALL_ITEMS, enter ${ALL_ITEMS} in the Name field. After the browse collection is saved, in the Applications Pane, the browse collection name takes the description associated with the ALL_ITEMS label term.
If the ${Term} name is not converted immediately to the label term’s description, log out and log back in again to refresh the Application Pane’s display.
4 In the Location field, if you want to place the browse collection in a menu folder other than the Collections default menu, drag-and-drop a menu folder from the Applications area to the Location field. The new menu replaces Collections as the collection location. If you leave the field blank, the new menu collection is placed in the Browse Collections folder (in Collections).
Note: Placing the collection into a menu folder is often used to restrict access of the collection to particular user groups. Only users who have access to the menu folder will see the collection on their menus. Use Menu Security Maintenance (36.3.10, Standard Edition) and Role Permissions Maintain (36.3.6.6, Enterprise Edition) to define permissions for menus.
5 Drag-and-drop the browse you want to use as the parent browse from the Application area to the gray area in the Browse Collection Maintenance screen.
6 For example, drag Sales Order Browse from the Applications area to the gray area in Browse Collections Maintenance. Sales Order Browse is now the parent browse in the browse collection.
Note: The parent browse must contain some data or you will not be able to add child browses and create a browse collection.
7 Next, you add child browses to the parent browse. You can either drag-and-drop browses from the Applications area or click the Add Browse button.
8 For example, you can drag-and-drop Customer Address Browse from the Applications pane.
9 In the gray area, click on the name of the browse you have just added as a child browse. For example, click on Customer Address Browse as displayed in the gray area under Sales Order Browse.
10 Next, use the table with the Target Field and Source Field columns to specify the relationship between the parent browse and the child browse.
11 The Target Field column includes the fields that can be driven by whatever source fields you want to select.
12 To select a source field, go to the appropriate source field cell and select a field from the pull-down menu, which lists all the available fields from the browse you first selected. Note that programs allow only one field to be the target. For example, for Customer Address Browse, the Target Field can be Customer and the corresponding Source Field can be Sold-To.
13 Now the data displayed in the child browse will be driven by the current row in the parent browse.
You can also drive URLs from browses.
1 Select Customer Browse and click the Web Browser button.
2 In the Title field, enter Google Address Search. In the URL field, enter: http://maps.google.com/maps?q=#b#ad_zip#e#
Now Customer Address Browse automatically drives a Google Maps query.
3 If you decide you want to remove one of the browses or programs, select the browse or program and click the Delete button just above the gray area.
4 To preview the collection, click Preview.
5 To save the program group as a favorite, click Save. The system prompts you to name the browse collection. The browse collection definition is saved as an XML file on your local machine where you are running the QAD .NET UI.
Adding Browse State Data
You can add state data (for example, charts or summaries) to a browse. When you then drill down by right-clicking on the browse running inside Collection Maintenance, the system saves that state with the collection. This also means that you can create child drill-downs in the running browse instance in this screen, rather than having to use the collection maintenance UI to add a child program. This also means that you can deploy browses with state to the menu using Collection Maintenance.