Search Configuration

This program lets you configure searches associated with key fields that can be used within SYSPRO Espresso, Predictive search and the SYSPRO Generic Browse.

The program lets you define what key fields are searched on, the search criteria to use, and how the data is rendered for each key type. You access the program from within the search window and clicking the Settings icon.

Search criteria are based on a database query table (EspSearch) and differ for each type of key field.

Suggested key values are shown in a list view with pre-configured typography. You can change how the data is rendered using XAML Markup.

Configured Searches

This pane displays the currently defined searches that are currently defined.

Field Description
Add This lets you define a new key field search.
Delete

This deletes the data record currently displayed.
Copy This lets you copy the selected search to another level (i.e. system-wide, company, role, or operator).
Toggle View This lets you toggle the view in the Search list view.

New Search

You'd typically use this pane to create a new search configuration from scratch. However, this pane isn't often used as there is a default configuration available for each of the searches.

This pane is used in conjunction with the Search Details and Search Criteria panes. You have to define the details in the Search Details and Search Criteria panes before you can save your new configuration.

Alternatively, you can edit an existing SYSPRO configuration as listed under the Configured Searches pane.

Field Description
New Search  
Key field Indicate the key field to use in this search. This entry defines the column browses on the Search Details and Search Criteria panes.
Level

Indicate at what level you want the search to apply (i.e. system-wide, company, role or operator).
Product

This indicates the product that this new configuration applies to:

  • Default
  • Espresso
  • Predictive search
  • Avanti
  • Bot

If this is defined as Default, then this applies across all your SYSPRO platforms and offerings.

Copy Search

This pane lets you copy the specific configuration currently displayed to another level and product. You can copy a configuration to a particular role, company, operator or system-wide.

This pane loads when you have a specific search configuration selected after you select the Copy function from the Configured Searches pane.

Suppose you're maintaining the Search Details and Search Criteria for Asset as you selected in the Configured Searches pane. This can be Asset or Default under Asset. Perhaps you want to copy this configuration associated with your current log in as a particular operator to another operator.

Search Bulk Copy

This pane loads when you have a group of configurations selected on the tree view and select the Copy function from the toolbar of the Configured Searches pane.

This is used when bulk copying the entire tree node (i.e. SYSPRO in the Configured Searches pane).

Suppose you have defined a couple of configurations for the EDU1 company, and you want to copy all of these configurations to another company, then you must select the tree node and select Copy.

Perhaps, you as a system administrator, want to configure multiple searches under your name and then copy these configurations to a particular role or across your entire system (i.e. system-wide).

The Enable predictive search in SYSPRO option lets you to indicate whether you want to enable predictive search for the Target search level indicated. This option is only enabled if the Override search options option is selected.

Search Details

Field Description
Layout preview This lets you preview the XAML layout defined for the predictive search.
Configuration
Option Description
Enable predictive search in SYSPRO This lets you enable/disable the predictive search function for this key and level combination.
Predictive search layout The Edit hyperlink lets you define how you want to display the predictive search results, using XAML markup.
Search parameters
Option Description
Fields to return Select the field hyperlink to indicate the columns that must be returned by the search (up to 10). If more fields are selected they will display as their parameter name (e.g. %11%).
Order by fields Select the field hyperlink to indicate the field order for the search results. This order is used for the XAML markup placeholders, as well as specific functions within Espresso.
Number of rows to return Indicate how many rows to return in the search results. The maximum is 50.
SQL statement This displays an example of the SQL statement that will be executed for the current search. This is a read only field.
Product

Select the product for which the search configuration is created:

  • Default
  • Espresso
  • Predictive search
  • Avanti
  • Bot
Search Criteria Define the criteria on which the search must be based.

For example: Below is an example of the search criteria for a stock code using either the stock code, description and long description, and excluding stock codes that are on full hold.

((StockCode LIKE '%{Search text}%') OR (Description LIKE '%{Search text}%') OR (LongDesc LIKE '%{Search text}%')) AND (StockOnHold !='F')

Notes and warnings

Key field considerations

  • You cannot configure custom searches for the following key fields adding a new search:

    • Contact

    • ContactAccounts

    • ContactCustomers

    • ContactSupplier

    Note that you can, however, still configure custom searches for Customer and Supplier key types.

Restrictions and limits

  • Up to 10 XAML search parameters can be passed to the predictive search facility.