In this type of screen, the user must enter information to make a search. These screens give a direct access to the searched pages.
Let us take the example of a customer search. From the menu bar, go to Third parties > Customers/Prospects to open the search window.
Search window
New tabs allow you to add details to your search.
You can see there are several types of fields:
Free-text fields are input zones in which the user can enter any text he wants. Their default color is white but they become blue when they are active.
Some object fields cannot be modified. They can only be filled when creating an object. These fields are always gray.
You can display help lists (that you must have previously configured):
Example of help list
To call these lists from a search screen:
If a table is available under a field with help list, it means that it is a multiple help field allowing you to select several lines:
The lines are displayed in the table.
These links allows you to access the highlighted record, without closing the open record. They allow you to:
Let us say you want to retrieve the list of customers starting with C.
Search results
If only one result is found, the searched page is automatically displayed.
You can notice that the binoculars icons are displayed at the lower right corner of the screen. These are shortcuts to see search results.
Several ways to close search results:
It is recommended to avoid opening several searches at the same time because of performance issues.