Skip to main content
Question

How do I default an IFS Saved Search created that isn't in the header

  • February 25, 2020
  • 9 replies
  • 765 views

Forum|alt.badge.img+18

I have created a saved search within Search In Context within the Manual Issue Shop Order screen Details tab. 

 

 

 

Which produces:  

 

 

 

But cannot find anywhere where I can set this Saved Search to be default.  

 

Please advise.

9 replies

PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 465 replies
  • February 25, 2020

Do you mean here,,,

 

 

Accessed via RMB on Menu item

 

 

Linda


Forum|alt.badge.img+18
  • Author
  • Superhero (Partner)
  • 364 replies
  • February 25, 2020

Linda, 

Thank you so much for your reply.  Although it is the Manual Issue Shop Order screen the search I am referring to is the Search In Context that is available on the Details tab.  

 


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 465 replies
  • September 25, 2020

Not sure on that, @johnw66.  May need a custom event..


pwlm
Hero (Partner)
Forum|alt.badge.img+11
  • Hero (Partner)
  • 70 replies
  • September 25, 2020

Hi John ( @johnw66 )

Sadly what you are trying to do isn’t possible to my knowledge, the best you could do is in the users base profile ensure the following setting is checked:

Show Previous Search when Search Dialogue opens

All the best,

Pete


Forum|alt.badge.img+17
  • Superhero (Customer)
  • 217 replies
  • October 20, 2020

I was attempting to do something similar and could not find where to set it to default either. Unfortunately, It does appear that functionality does not exist.  


SaraCrank
Sidekick (Customer)
Forum|alt.badge.img+9
  • Sidekick (Customer)
  • 81 replies
  • February 19, 2022

I’m trying to do the same thing.

When you RMB, go to Properties, on the last tab, there’s Startup Query. I can’t seem to get this to work, has anyone else tried it? It seems like it should accomplish what we’re trying to do. 

 

I’m on IFS10 UPD10


SaraCrank
Sidekick (Customer)
Forum|alt.badge.img+9
  • Sidekick (Customer)
  • 81 replies
  • February 20, 2022

Hello! I figured out how to make this work, where you can default in a search on a tab. 

When you RMB and go to properties, if you have the Startup Query tab, you can set a default search to execute when the tab loads. Check the box and select your saved search. 

 

There is one quirk to this, you cannot use a global search. So make sure when you save your search you do not click the Global box, if you already have one that is global, you can select the saved search from the drop down, click Save and then uncheck the global box and remove the ‘global’ from the saved name. This will save a duplicate search but you’ll be able to use it in the Startup Query. 

 


ALHAGMO
Hero (Customer)
Forum|alt.badge.img+10
  • Hero (Customer)
  • 69 replies
  • June 22, 2023

Hi all, great discussion, looking for the same question.

Target is to sum up the sales price amount within sales tab on Work order, but I cannot see the Startup Query Tab. 

Thank you for any hint :-)

Regards Martina


ALHAGMO
Hero (Customer)
Forum|alt.badge.img+10
  • Hero (Customer)
  • 69 replies
  • June 22, 2023

ok, I found the same question here:

 

no reply 😣

maybe an access right topic…?


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings