Web Client

Customizing the Multi-Object Search Pane

 

The Web Client provides a multi-object search pane that lets users search across multiple object types at once. Prior to performing a search, a user can select and deselect check boxes in the pane to choose object types to be included in the search.

The standard multi-object search pane includes search options for the following object types:

  • Items
  • Projects
  • Stored documents
  • 2-D drawings
  • 3-D models
  • Work requests
  • Work orders

To customize the pane you can add, modify, and remove search options.

When you add a search option for a particular object type, you should also configure the object type for the Favorites view, so users will be able to save objects of that type as Favorites.

 

What to do:

Log into the Windows Client as a user who has sufficient access rights to modify EDBKERNEL records.

Click to open the Menu Data form.

Search for the DataView menu named WEB-SRCH-OPTS.

In the Selection Assignments subform, add, edit, and delete records to create the set of search options you want.

You must create a list mask for any search option you want to add to the multi-object search pane. Refer to the next section for instructions.

 

The following table describes required fields used by the Web Client to configure search options in the multi-object search pane.

Field Title

Definition

Description

Selection Name

String

Defines the name of a menu item

Example: WEB-SRCH-ITEMS

Sequence

Numeric

Defines the numerical position of a menu item within an "over then down" sort order in a four-column array

The lowest number defines the leftmost position in the top row and the highest number defines the rightmost position in the bottom row.

Selection Text

String

Defines the text of a menu item

Access

String

Defines the access privileges for a menu item

Userexit

String

Defines the name of the function performed by a menu item

Parameter

String

Defines parameters required for searches

The first parameter defines the entity name of the object type to be included as a menu item. The usx parameter defines two arguments required by the userexit: the entity name and list mask name for the object type.

Example: EDB-ARTICLE /USX=EDB-ARTICLE EDB-ART-SLI

To add separators to menus of all kinds—including top menus, pop-up menus, button areas, and toolbars—use the predefined menu selection EDB-BAS-LINE. Do not use the @LINE userexit to define your own selections, because the Web Client does not support this.

 

Creating List Masks for Search Options

Before adding a new search option to the multi-object search pane, follow the instructions below to create a list mask for the option.

What to do:

Copy the default list mask for the object type you want to make available for searches.

Add the suffix "-MOS" to the name of the new list mask.

 

For example, after copying EDB-ART-SLI (the default list mask for EDB-ARTICLE), rename the new list mask EDB-ART-SLI-MOS.

Open the Field Assignments subform and locate the ID field name.

 

For example, the ID field name in EDB-ART-SLI-MOS is T_MASTER_DAT.PART_ID.

Select the row for the ID field name.

Change the value in the Order column to "1".