Creating and modifying search templates
Menu paths
- Suppliers à Reports à Search à Search
- Cash flow à Reports à Search à Search
- Financial à Reports à Search à Search
- Logistics à Reports à Search
- Assets à Reports à Assets à Search
- Customers à Reports à Accounts à Search
- HRM à Reports à People à Search
- Projects à Reports à Search à Projects
- Workflow à Reports à Requests à Search
- Workflow à Reports à Requests à Pivot analysis
- Documents à Reports à Documents à Search
Introduction
This function allows you to create a template to store your search criteria. You can also modify the template that you have created.
Roles and rights
All users can create templates. To modify or delete an existing template, you must be the creator of the template or have the Administrator role.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information on this document is based on product update 252.
How do I create search templates?
- On the related search page, define the relevant search criteria.
- Select the relevant security level at the list box in the Templates section.
- Click Save in the Templates section and the Title page will be displayed.
- Define the relevant fields.
- Click OK.
How do I modify search templates?
- On the related search page, click the Templates hyperlink in the Templates section.
- On the Templates page, define the relevant fields in the Criteria section.
- Click the relevant template name under the Template column.
- On the relevant template page, modify the relevant fields.
- Click Save in the Templates section.
Keep in mind: You can also search for a template by selecting the relevant security level the template was saved under in the Templates section.
How do I delete search templates?
- On the related search page, click the Templates hyperlink in the Templates section.
- On the Templates page, define the relevant fields in the Criteria section.
- Click the Delete hyperlink at the corresponding template line.
Keep in mind: You can also search for a template by selecting the relevant security level the template was saved and clicking the 
icon next to the template displayed under in the Templates section.
Buttons
Save
Click this to save the template according to the different levels.
Note: Once you click Save, the Title page will be displayed with the following fields and buttons:
- New – Type a name for the template that you want to save.
- Existing - Select this option if you want to overwrite a defined template. You can only select this option if you have existing templates.
- Private/Public - Select the relevant options to save the template as private, public, or for campaign purposes.
- OK - Click this button to save the template.
- Cancel - Click this button to exit without saving the template.
Fields
Click this to hide the template.
Click this to show the template.
Templates
Click this to view, search, or maintain all created templates. For more information, see Searching for templates.
List box
Select one of the following to display the available template(s) according to the levels:
- Private – Select this option so that the existing templates can only be viewed by the user.
- Public: All – Select this option so that the existing templates can be viewed by everyone.
- Public: Group – Select this option so that the existing templates can be viewed by people in the same group as the user.
- Public: Division – Select this option so that the existing templates can be viewed by people in the same division as the user.
- Public: Cost center – Select this option so that the existing templates can be viewed by people in the same cost center as the user.
- Campaign – Select this option to display search templates that list contacts that are used in marketing campaigns.
Reset
Click this to define a new template.
Note: This will only be displayed after you have selected a search template.
Save
Click this to save changes to the template. You can add or remove criteria from the current template by clicking the 
Customise icon at the title bar.
Results
Click this to view the search results according to the template.
Note: This is displayed only if you have made a selection at the list box.
Delete
Click this to delete the template.
Note: Clicking this will delete the corresponding template without further confirmation.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.444.432 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
22-04-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |