Search Panel
The Search panel allows users to search for transactions by entering data in a number of search fields. Users can add and remove fields from the Search panel, and export search results to a file.
As an administrator, you can configure the appearance of the Search panel and the functionality it provides. For example, you can:
• Configure search fields.
• Facilitate searches based on particular groups and clients.
• Enable barcode scanner searches.
• Enable the export of search results to a file.
Configuring Search Fields
You can configure the fields and the More pop-up in the Search panel using the Config button on the right of the panel. See the Workflow chapter in Base Web UI User Guide for more information on how to use the Config function. All users have access to this functionality.
You can create a configuration that all users see when they open the Workflow screen. The easiest way to do this configuration is to first create your own user settings in the Web UI, and then apply these settings as global settings using the Windows UI.
1 Edit the contents of the Search panel to suit your needs using the Config button. This sets up a user-level configuration for you.
2 Search for the following system values in the Windows UI:
• AVAILABLEWORKFLOWSEARCHFIELDS
• COLUMNONEGRIDFIELDLAYOUT
• COLUMNTWOGRIDFIELDLAYOUT
• COLUMNTHREEGRIDFIELDLAYOUT
These four system values contain the setup you have configured.
3 Copy the four system values and make them global. The configuration now applies to all users.
Facilitating Searches Based on Particular Groups and Clients
The contents of the Group and Client lists depend on the groups and clients that the user is associated with. All groups associated with the user appear in the Group list. All clients associated with the user appear in the Client list. For more information on how to assign users to groups and clients, see
Roles and Permissions.
Enabling Barcode Scanner Searches
It is possible to set up the Search panel so that a search is run automatically when a user enters data in the Reference No. field. To automatically trigger a search when the Reference No. field contains a reference of 10 characters, set the system value AUTO SEARCH ON FULL REFERENCE to yes. To clear all fields after the search has run, set the system value CLEAR FIELDS ON SEARCH to yes. This feature makes it easier to use a barcode scanner to enter search data. When a user scans a barcode, the search runs automatically. All fields are then cleared so the next barcode can be scanned.
Enabling the Export of Search Results to a File
You can save the result of a search to an Excel file with the name format WORKFLOW_REPORT_<USERNAME>_<DATE>.xls. Set the REPORTS ENABLED system value to yes, which enables the Export button on the Search panel.
Note: In the Web UI, there is also a REPORTS ENABLED system value for PEM. If you disable the Export button in Workflow, it does not affect the PEM setting.
To save the file, click Export. The saved file contains the search results and the search criteria. Exporting a large list of results can hinder performance. REPORT - CSV THRESHOLD sets a threshold above which the search results are exported to Notepad rather than Excel. The default value is 65536.
Note: When you click Export, a fresh search is run that exports the results to file. When you run a search, change the search criteria, and then click Export, the contents of the exported file do not match the contents of the Transaction panel. If CLEAR FIELDS ON SEARCH is set to yes, then you must enter search criteria again before clicking Export.