Difference between revisions of "NF2.1 Document Search on Menu Lookup"

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The purpose of this enhancement is to make finding documents easier and faster. To understand this enhancement, you should first understand the history of searching in iDempiere.
 
The purpose of this enhancement is to make finding documents easier and faster. To understand this enhancement, you should first understand the history of searching in iDempiere.
  
[[image:Basic_iDempiere_Search.png|thumb|100px|left]]
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[[image:Basic_iDempiere_Search.png|thumb|100px|left|Basic Search]]
 
From the beginning of the zk user interface, there existed a search box in the upper left corner of the screen. The purpose of this search box was to find windows/processes/reports/workflows in the menu. Most people who use iDempiere are familiar with this functionality.
 
From the beginning of the zk user interface, there existed a search box in the upper left corner of the screen. The purpose of this search box was to find windows/processes/reports/workflows in the menu. Most people who use iDempiere are familiar with this functionality.
  
 
ADempiere (about 3.6) extended this functionality to include 'transaction codes' to allow you to search using escape characters and open windows with records matching a string. Here is an example search with a transaction code "/bp henry". This will find a contact with the name henry and zoom you to the Business Partner window showing you all matching records. Out of the box, iDempiere has transaction codes for "/o" for Order and "/bp" for Business Partner. You can add more transaction codes by logging in as the System Administrator role and adding records to the Search Definition window. As of when this page was created, most people were not familiar with this powerful feature.
 
ADempiere (about 3.6) extended this functionality to include 'transaction codes' to allow you to search using escape characters and open windows with records matching a string. Here is an example search with a transaction code "/bp henry". This will find a contact with the name henry and zoom you to the Business Partner window showing you all matching records. Out of the box, iDempiere has transaction codes for "/o" for Order and "/bp" for Business Partner. You can add more transaction codes by logging in as the System Administrator role and adding records to the Search Definition window. As of when this page was created, most people were not familiar with this powerful feature.
  
[[image:Enhanced_iDempiere_Search_Definition.png|thumb|100px|left]]
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[[image:Enhanced_iDempiere_Search_Definition.png|thumb|100px|left|Enhanced Search Results]]
 
The purpose of this page's enhancement is to extend search to be even easier and more powerful. Now, you can search documents without a transaction code, browse the results in the dropdown's 'Search' tab, and pick the record you are looking for. Out of the box, iDempiere does not have this feature enabled. To enable, you define Search Definition records with a null/empty Transaction Code.
 
The purpose of this page's enhancement is to extend search to be even easier and more powerful. Now, you can search documents without a transaction code, browse the results in the dropdown's 'Search' tab, and pick the record you are looking for. Out of the box, iDempiere does not have this feature enabled. To enable, you define Search Definition records with a null/empty Transaction Code.
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'''Technical Info:''' [http://jira.idempiere.com/browse/IDEMPIERE-2050 IDEMPIERE-2050]
 
'''Technical Info:''' [http://jira.idempiere.com/browse/IDEMPIERE-2050 IDEMPIERE-2050]

Revision as of 21:23, 25 September 2015

Feature: Document Search on Menu Lookup

Goal: Functional

Developer: Heng Sin Low, Carlos Ruiz

Description: Chuck Boecking

The purpose of this enhancement is to make finding documents easier and faster. To understand this enhancement, you should first understand the history of searching in iDempiere.

Basic Search

From the beginning of the zk user interface, there existed a search box in the upper left corner of the screen. The purpose of this search box was to find windows/processes/reports/workflows in the menu. Most people who use iDempiere are familiar with this functionality.

ADempiere (about 3.6) extended this functionality to include 'transaction codes' to allow you to search using escape characters and open windows with records matching a string. Here is an example search with a transaction code "/bp henry". This will find a contact with the name henry and zoom you to the Business Partner window showing you all matching records. Out of the box, iDempiere has transaction codes for "/o" for Order and "/bp" for Business Partner. You can add more transaction codes by logging in as the System Administrator role and adding records to the Search Definition window. As of when this page was created, most people were not familiar with this powerful feature.

Enhanced Search Results

The purpose of this page's enhancement is to extend search to be even easier and more powerful. Now, you can search documents without a transaction code, browse the results in the dropdown's 'Search' tab, and pick the record you are looking for. Out of the box, iDempiere does not have this feature enabled. To enable, you define Search Definition records with a null/empty Transaction Code.


Technical Info: IDEMPIERE-2050

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