Locating & Opening

The Global Search bar in the Global Navigation Panel allows you to search for a specific page by Page Code:

As you enter text into the Global Search field, matches will appear. You can transition directly to one of the pages by selecting the listing in the search results:

If the user wants to navigate to the create page for a particular transaction or reference table, then the user can select the Create New action from the Global Search results when the Page Code option is selected from the Global Search bar. This feature is enabled on the ERP Application Parameters (ERPCTRL) page by setting the ENABLE_ADVANCED_GLOBAL_SEARCH  and ENABLE_GLOBAL_SEARCH_CREATE_NEW parameters to true. If there is an error when clicking the Create New action, then a system feedback message is shown to the user.

If you do not know the exact name of a page, then you can enter some text that is part of the page's name in the Global Search field. If any pages are found, then they will be listed beneath the Global Search field. This search is only against the System Resource Target Names and the System Resource Target Descriptions in the current Business Role.

When selecting an item in the listing, you are transitioned to a listing that gives information on what type of page a selection is with an icon for reference, inquiry, or transaction, along with the description for the System Resource Target. The selection of an item in this presentation will open the page.

Notice in the presentation above there is a section above Search Results that is labeled Advanced Search. Clicking the magnifying glass icon within the Global Search bar will also open the presentation above. In that Advanced Search section is a listing of each Business Role you can access. Only one is selected but you can select more or use the All Roles choice to select all roles to search across more than the currently selected role.

Pages can also be accessed via the Primary Navigation Panel, based on site specific setup. Refer to the Getting Started Guide for more information.

Pages can also be accessed via a Business Process Landing Page, based on site specific setup. Refer to the Getting Started Guide for more information.

Pages can also be accessed via a quick links designed into a Home page, based on site specific setup. Refer to the Getting Started Guide for more information.

Many reference data and inquiry pages have links designed into them to transition a user to a very common page, often used in conjunction with the first page. These transitions may just open the additional page for a user to search or the transition may take information from the currently selected record on the first page and do a search on the second page with some or all of the key information of that record.

These links can be found in the page-level menu as shown below, where they are typically just a navigation to another page and not a search.

These links can be found in the page-level menu as shown below, where they are likely a navigation with a search.

If the user wants to select a previously searched item (when using Page Code search), then the user will have the ability to select an item from the Recent Searches section within the Global Search drop-down. This is enabled by setting ENABLE_ADVANCED_GLOBAL_SEARCH to true on the ERP Application Parameters (ERPCTRL) and then users must enable the feature in Account Settings > Preferences page by checking the Enable Recent Searches for Global Search check box.