Redesigned Advanced Search improves usability

Advanced Search was updated to improve usability and visually enhance the application. These changes were made:

  • Advanced Search is now presented in a pop-up window accessed by selecting Advanced Search in the Search view
  • The Search, Save Search, and Reset buttons are displayed in the toolbar. The Criteria field, Saved Searches field, and Delete Search button are displayed under the toolbar, but are separated from the selected criteria fields. This expands the previous Save & Search option into two separate actions.
  • The field sizes of the criteria fields are standardized. In most functions, all criteria fields are displayed by default. Exceptions include functions, such as Sales Order Inquiry, in which the criteria fields are too numerous to display by default. The criteria fields are grouped in field sets that contain related fields. Examples of field sets include General and Address field sets for customer and vendor setup and inquiry functions.
  • The criteria field values for your most recent search are retained as long as the function remains open. If you close the function and then reopen it, the default advanced search is displayed. The default search can be the system default or a saved search that you designated as the default search.
  • Hyperlinks that were previously included with Advanced Search fields were removed.

The improvements affect all functions in which Advanced Search was previously available. Additional changes were also made to specific functions. Advanced Search was added to RS Activity Administration, SA Extension Administration, and WL Transaction Inquiry. In PD Pricing Setup, you can now save searches per record type such as customer price, rebates, vendor, contract, and National Program. If you saved searches in PD Pricing Setup, re-create them with the new Advanced Search.

Personalizing and extending

Depending on your operator security, you can personalize and extend the Advanced Search window and its sub-views, including adding hot keys for keyboard shortcuts. Select Personalize or Extend from the More ... menu to display the views that you can edit for the window. To determine if a view was previously personalized or extended, select More ... > View Info.

For information about personalization, see the Infor Distribution SX.e User Guide.

If you use the Extension Enablement Toolkit to create a new Inquiry function, Advanced Search is included by default. You can also now select the Advanced Search Criteria as a template when you create a new view. If you previously created inquiry, setup, or reconcile functions that includes Advanced Search, re-factor these to include the updated Advanced Search.

Additionally, the Hyperlink subtype was added to the existing button control in the WYSIWYG Designer in support of this enhancement.

The Extension Enablement Toolkit is part of the standard product, but requires an advanced understanding of CSS and JavaScript to fully utilize it. We recommend that you engage Infor Consulting Services to either learn how to use the Extension Enablement Toolkit, or to have their developers use it to extend Distribution SX.e for your business requirements.

If you are a member of the CSD/SX.e - Extensibility Customer & Partner Community at http://community.infor.com, see the Advanced Search Modal videos (VID054 and VID055).