Global Search
The Global Search bar works in two methods: text or Page Code.
The text searching method goes against all business roles assigned to a logged in user by default. Entering text starts a search against the business activities and system resource targets not only by name, but also by description. Any matches found are displayed beneath the Global Search field. You can click the page's name to transition to that page.
By default, all types of system resource targets are searched with an option to filter results down to just those of a particular type.
If no match is found with a text search, then you are transitioned to an Advanced Search page. You can also access this page by selecting the magnifying glass icon in the Global Search field. In the Advanced Search section, you can select one or more roles to search simultaneously, as well as select All Roles. Within a role, a search can be narrowed down to one or more business activities. The results appear beneath the Advanced Search section.
You can select the page name in the Search Results section to transition directly to the page.
Page Code SearchPage Code Search
When searching by Page Code, any matches found are displayed beneath the Global Search field. You can click the page's name to transition to that page. If no match is found that matches the Page Code entered, then a message appears beneath the Global Search field indicating that no match was found.
You can also add a Transaction ID along with the Page Code (Transaction Code) in the Global Search field. Advantage will not show Transaction IDs in the results beneath the Global Search field. After entering your Transaction Code and Transaction ID, select enter or select the transaction name from the results beneath the field (if more than one page is displayed as an option beneath the search field). This will transition you to the Transaction Catalog. Once you transition to the Transaction Catalog for the indicated Transaction Code, the search results only show transactions for the indicated Transaction Code and that include the entered Transaction ID. The asterisk wildcard can be used as part of the entered Transaction ID. For example, you could enter GAX 24* in the Global Search field to find all GAX transactions with a Transaction ID that begins with 24 or you could enter GAX *24 to find all GAX transactions that include 24 anywhere in the Transaction ID. Note: The Transaction ID is not applicable to Performance Budgeting.
The default Global Search preference is ALL (Transaction, Inquiry, and Reference).
-
Any change to the Global Search preference will remain for the user until the user changes the preference, even if the user switches to a different Business Role, accesses a different Advantage application, or logs out.
The following configuration features can be enabled for Global Search.
-
Global Search Recent Searches
When the ENABLE_ADVANCED_GLOBAL_SEARCH parameter is set to true on the ERP Application Parameters (ERPCTRL) table and the user has selected the Recent Searches for Global Search check box on the Account Settings > Preferences tab, the Recent Searches section is included in the Global Search results drop-down and displays the user’s 5 most recent searches.
-
Create New action for Transactions
When the ENABLE_ADVANCED_GLOBAL_SEARCH and ENABLE_GLOBAL_SEARCH_CREATE_NEW parameters are both set to true on the ERP Application Parameters (ERPCTRL) table and a user performs a Page Code search, then the Create New action is displayed in the Global Search results for transactions and reference pages that have the Create action. The Create New action takes the user directly to the create page for the selected page. A system feedback message is displayed when clicking the action if an error occurs. For example, if a user isn’t authorized to perform the Create action, they will receive a system feedback error.
