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Run Default Saved Search on Open in Aurena


Userlevel 5
Badge +9

We are running Apps10 UPD14

In IEE - we can set a default saved search to run when a screen opens (inside Properties from Nav Tree).  For example - in Business Opportunity, automatically search for Business Opportunities where status is not closed or cancelled, and the main rep is the current user, sort in descending order by create date.

Can we do the equivalent in Aurena?

We are trying to figure out the fastest way we can get meaningful info in front of the user.  The sort order is one of the biggest usability challenges we have.  It seems like IFS automatically defaults to sort by create date in ascending order.  So - we are always seeing our oldest transactions first (customer orders, business opportunities, etc) and in general, these are the transactions we are least likely to want (we have 7 years of history).  

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Best answer by Himasha Abeywickrama 3 May 2022, 17:54

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2 replies

Userlevel 6
Badge +18

Why not create this as a simply Lobby with just that query, and make that the user’s initial screen?  I don’t know if you can directly do a query in Aurena as the first page but this should work for you

Userlevel 7
Badge +18

Hi @jhooperyan,

The default startup behavior of an Aurena page is controlled using following settings. Or else from the development level using startupmode property. 

 

Click on the Settings button,

 

 

This has only 2 main options - Show default data and Use Search. In search you can either use New search or use a saved search. 

 

Hope this helps!

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