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Aurena Configuration - Searching with custom field

  • February 24, 2021
  • 6 replies
  • 273 views

Malan Jayanka
Sidekick (Employee)
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Hi All,

I have a problem in Aurena configuratio

n.

There is a custom field in the sales info group, it is a ready only field and added by using configuration.
Could I possible to add this custom field into search bar in top of the page using configuration.
Customer needs to search using this field.

When creating this field in IEE client it is ticked as “Searchable”.

Is it possible to search using this field and I need to do this requirement using Aurena Configuration

Best answer by Malan Jayanka

Hi @Sandun Madola 
As you mentioned I have created that custom field in Customer header level now it automatically visible in search
 



Previously custom field is included in this view - CUST_ORD_CUSTOMER_ENT
This is not the base view of customer
So I have added custom field to CUSTOMER_INFO view.
then it automatically appeared in search

Thank you,
Malan Jayanka

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6 replies

EntNadeeL
Hero (Partner)
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  • Hero (Partner)
  • 181 replies
  • February 24, 2021

@Malan Jayanka ,

If you click on ‘More’ your field will be available (starting with Cf$_). Then tick the check box to select it and it will be added.

Regards,


Malan Jayanka
Sidekick (Employee)
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  • Author
  • Sidekick (Employee)
  • 35 replies
  • February 25, 2021

@EntNadeeL 
That custom field is not available in “More” option.
Is there a way to add it into “More”.

Thank you,
Malan Jayanka


EntNadeeL
Hero (Partner)
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  • Hero (Partner)
  • 181 replies
  • February 25, 2021
Malan Jayanka wrote:

@EntNadeeL 
That custom field is not available in “More” option.
Is there a way to add it into “More”.

Thank you,
Malan Jayanka

It should appear! Try refreshing the browser or opening with an incognito mode.

Thanks,

Regards,


Malan Jayanka
Sidekick (Employee)
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  • Author
  • Sidekick (Employee)
  • 35 replies
  • March 1, 2021

@EntNadeeL 
I have tried your suggested steps, but it is not available in More.
In IEE client also this is not available in Search. But it is available in Search in Context.. RMB. Is it a reason for not availability in Aurena automatically?


Sandun Madola
Hero (Employee)
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  • Hero (Employee)
  • 144 replies
  • March 2, 2021

Hi @Malan Jayanka,

As Nadeesha has mentioned it should appear under the option “More”. 
I created a custom field called “Field_One” and verified. 

 

 


Malan Jayanka
Sidekick (Employee)
Forum|alt.badge.img+9
  • Author
  • Sidekick (Employee)
  • 35 replies
  • Answer
  • March 4, 2021

Hi @Sandun Madola 
As you mentioned I have created that custom field in Customer header level now it automatically visible in search
 



Previously custom field is included in this view - CUST_ORD_CUSTOMER_ENT
This is not the base view of customer
So I have added custom field to CUSTOMER_INFO view.
then it automatically appeared in search

Thank you,
Malan Jayanka


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