8 Working with EnterpriseOne Search (Release 9.2.1.2)

This chapter contains the following topics:

8.1 EnterpriseOne Search Overview

The JD Edwards EnterpriseOne Search feature enables you to search across one or more tables or business views for data that contains your search criteria without the need to navigate to multiple applications. From the search results window you can also drill into additional data related to the selected search result or open an application to get more information on the selected record. EnterpriseOne Search uses configurable Search Groups and the Application Interface Services (AIS) data service to easily search across your business data.

The configurable search groups define:

  • The tables or business views that are to be queried

  • Columns within the tables or business views you want to search over

  • Which columns to include in the search results and how they will be displayed

  • Any actions that can be performed on the search results

  • Any information related to the search results that resides in another table or business view to be displayed

A search group is a collection of tables or business views to search over. Using the Search Groups Manager, you can design and save search groups for search criteria over any number of tables or business views. For each table or business view within a search group, you can also add conditions to narrow the search results, define and map columns to related information and actions, and add advanced features such as sorting criteria and maximum number of records to be displayed within the search results.

Search groups that you have access to are listed in a drop-down attached to the Search field, which is displayed in the EnterpriseOne menu bar adjacent to your login name. You can switch between the search groups by selecting the one you want from the list.

8.1.1 Search Group Manager

You must use the Search Group Manager to create a new search group or to make changes to existing search groups. Your EnterpriseOne administrator grants permission for you to create, publish, and modify search groups.

See "Managing Security for User Defined Objects" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

The icons in the Search Group Manager panel are available for all User Defined Objects (UDOs). If any of the icons are grayed out, the action is not available for the selected form or is not available until you select another action.

For details about using the icons in the Search Group Manager, see the following topics:

8.2 Creating Search Groups

Before you begin to create a search group, ensure that the "Create" action security is enabled for the EnterpriseOne Search UDO and that all other EnterpriseOne applications are closed.

To create a Search Group:

  1. Log in to EnterpriseOne.

  2. In the upper-right corner of the screen, click your login name.

  3. Under the Personalization category, click Manage Content, and then click Search Groups.

  4. In the Search Group Manager design panel, select (Create) from the Name field on the banner bar at the top of the screen. Enter the following information:

    1. Type the Product Code you want to associate with the search group.

      Oracle recommends you use product code 55 for a customized Search Group. The product code is set to 55 by default.

    2. Enter a Description for the search group.

      If you leave this field blank, the Description defaults to the name you specify when you save your search group. You can update the description using this field after saving the search group.

  5. In the Searchable Content section, choose the type of content you want to include in the search group. You can choose to search over an EnterpriseOne table or a business view.

  6. Enter the name of the table or the business view that you want to add.

    You can use the Visual Assist feature to locate and add a valid EnterpriseOne table or business view. Click the Visual Assist button to display the Data Browser - F9860 form that lists all tables and business views.

  7. Click the Add Searchable Content icon (plus sign) to add the selected content to the search group.

    The name and description of the selected content is displayed on the Searchable Content pane to the left. The pane lists all the content added to the search group.

    The Available Column pane alphabetically lists all the columns available in the selected table or business view. The right pane consists of three tab pages:

    • Use the Search Detail tab to define the layout of the search, the sort order, which fields can be searched over, and additional filters for the content.

    • Use the Related Information tab to define and map the relationship of the search results to another business view or table. You also specify the columns to be displayed in the related information window.

    • Use the Action tab to specify the applications to be launched from the search result.

  8. In the Available Column pane, click the plus sign adjacent to the column names that you want to include in the content. The columns you select are added to the Selected Columns section in the Search Detail tab.

    Alternatively, you can search for the column that you want to add by entering the column name or alias ID in the Search field.

    Note:

    The Available Column pane displays only those columns that have data type as character, number, or date.
  9. In the Search Details tab, enter the information into the following sections:

    Configuration

    1. 1. In the Section Title field, enter a name for the search content. This title will be displayed for the content in search result.

    2. 2. In the Max Records field, enter the maximum number of records to be displayed in the search result.

      The search result will display the exact number of records that you specify, even if more than the specified number of records match the query conditions. The default value for this field is 20.

    Selected Columns

    The Selected Columns section lists all the columns selected in the Available Column pane. This section is used to define how you want to use the selected columns for the content. If you want to remove a selected column from the search content, click the Remove icon (minus sign) adjacent to the column name.

    Note:

    When you remove a column from the Selected Columns section, the column will also be removed from the Layout section, Additional Filters section, Related Information tab, and Action tab.
    1. In the Override Label field, enter a label to override the column name.

      When a column is used in the Layout and Additional Filters sections, the override label will be displayed instead of the original column name.

    2. Select the Filter option to filter the column.

      Note:

      At least one column should be selected for each search table or business view.
    3. Select the Sort option to sort the column. Click the Sort icon (minus sign) in the Sort column until it reflects your preference of ascending order, descending order or not sorted. The default setting for this field is "Not Sorted", which is represented by the minus sign.

      If you select the Not Sorted option for all selected columns, the search result records are displayed in a standard sort sequence that is determined by the system.

      If you select the ascending or descending option, the Sort Sequence drop-down list is displayed to set the order in which the system should sort the searched records.

    4. Specify the Sort Sequence of the columns.

      To rearrange the order of sort precedence, use the drop-down list to change the column sequence order. The system first sorts by the column that has sort sequence specified as 1, then by the column with sort sequence specified as 2, and so forth.

    Layout

    Use this section to define the layout of the search results. You use this section to determine what fields to be displayed in the search results. The search result records are displayed in the list view format, so that the information displayed is compact and easy to find.

    Click Add Field (a square with a plus sign) to select the columns that you want to display in the search result layout. The list includes only those columns that have been added to the Selected Columns section.

    You can choose to display only the value of the selected column, or display both the label and value of the column. You can also configure the text alignment of the columns displayed and customize the layout by adding rows and columns as required. See Creating a List View Grid Format for more information.

    Additional Filters

    Perform the following steps to add additional filters to the search content to further narrow the search results. You can select columns and add conditions to filter the records.

    1. Click Add Filter (plus sign) to add the columns for which you want to include additional filters.

    2. From the Query Column drop-down list, select the column for which you want to add additional filters. The list includes only those columns that have been added to the Selected Columns section.

      You can add the same column multiple times and set it with different conditions.

    3. From the Operator drop-down list, select a condition for each column.

      The operators that are displayed for each column (such as equal, not equal, between, and in list) depend on the data type of the selected column.

    4. In the Value field, specify the comparison value for each column. You can specify a value or range of values that you want displayed in the search result.

      For example, if you select a date column and the "between" operator, you can specify the dates to be compared.

    5. For the Match Type option, select one of the following:

      - Match All option if you want the search result to include all of the criteria specified in the query.

      - Match Any option if you want the search result to include any (not all) of the criteria specified in the query.

  10. In the Related Information tab, enter the information in the following sections:

    Add Related Information

    This tab enables you to define and map the relationship of the search results to another business view or table. You also specify the columns to be displayed in the related information window and provide additional filters of the related information.

    1. Click Add Related Information (plus sign). In the Add Related Information dialog box, select the related business views or tables.

    2. Select the Type of content from which you want to display the related information. You can choose to display the related information from an EnterpriseOne table or a business view.

    3. Enter the ID of the table or business view.

      You can use the Visual Assist feature to locate a valid EnterpriseOne table or business view. Click the Visual Assist button to display the Data Browser - F9860 form that lists all the tables and business views. You can search and select the table or view.

    4. Click OK to add the table or business view for the related information content.

      A new tab page is added to the Related Information tab with the selected table or business view name with values populated in the Type, ID, and the default name fields.

    Configuration

    In the Configuration section, enter a title to override the default name of the selected related information.

    Display

    Add the columns to be displayed in the related information window of the search result.

    In the Mapping section, click the plus sign beside the listed Available Columns. The columns are added to the Display section in table format. You cannot customize the display layout of the related information section and the columns must be added in the order you would like to see them in the grid.

    To remove a column from the Display section, hover over the column name and then click the Remove icon.

    Note:

    If you do not add any columns to the Display section, the system displays the message "No columns were added in Related Information" in the related information window of the search result.

    Mapping

    Perform the following steps to map the relationship between the columns (Available Columns) in the Related Information to the columns (Selected Columns) in the Search Details tab.

    1. To define the relationship between the searchable content table or business view to the related information table or business view, use the Mapping Operation. From the Mapping Operation column, select the mapping parameter from the drop-down list.

      - Select "unassigned" if you do not want to map a column and leave it as is. This is the default option.

      - Select "static value" to add your value to pass to the column parameter.

      - Select "is mapped to" to map the column with the selected column in the Search Detail tab.

    2. Enter a value in the Mapping Value field.

      - If you selected the "static value" option for the Mapping Operation, enter fixed value that is to be mapped in the Mapping Value field.

      - If you selected the "is mapped to" option for the Mapping Operation, the Mapping Value drop-down list displays all the selected columns in the Search Detail tab. Select the column that you want to map with.

      Ensure that you map the same data types (such as character, numeric, string, date).

    Additional Filters

    For detailed steps to add additional filters, see the Additional Filters section in step 9.

  11. In the Action tab, enter the information in the following sections:

    Add Action

    This tab enables to specify the applications to be launched from the search result.

    1. Click Add Action (plus sign) to add an action item.

    2. In the Add Action dialog box, enter the Application ID of the application that you want to access from the search result and press Tab.

      You can enter any valid EnterpriseOne application ID. The application ID is the program number-for example, P01012 for Address book and P4210 for Sales Order. When you press Tab, the system populates the remaining fields in this dialog box. You can change the system-entered information.

      If necessary, you can use the Visual Assist feature to locate a valid application.

    3. From the Form drop-down list, select the EnterpriseOne form that you want to access from the search results.

      The forms that are available for selection depend on the application ID that you entered. The system automatically enters the first listed form in the Form field. If you are secured out of an EnterpriseOne form, then the form does not show in the list.

    4. From the Version drop-down list, select the application version.

      The system automatically enters the first listed version in the Version field.

    5. Click OK.

      The system populates the application ID, form ID, version ID, and default application name in a new tab.

    Configuration

    Enter a title to override the default name of the selected application.

    Mapping

    The Mapping section is used to map the search result data to the application specified in the configuration section.

    1. In the Mapping section, select a column and choose an option for the Mapping Operation. The Mapping section displays the columns based on the EnterpriseOne data structure for form interconnects. You can map the columns from the selected application to the columns of searchable content.

    2. From the Mapping Operation column, select the mapping parameter from the drop-down list.

      - Select "unassigned" if you do not want to map a column and leave it as is. This is the default option. When you open this application from the search result, it is displayed without any data.

      - Select "static value" to add your value to pass to the column parameter.

      - Select "is mapped to" to map the column with the column in the searchable table or business view. In the search result, when you select a different row, the application specified is automatically updated to show information relevant to the selected record.

    3. Enter a value in the Mapping Value field.

      - If you selected the "static value" option for the Mapping Operation, enter a fixed value that is to be mapped in the Mapping Value field.

      - If you selected the "is mapped to" option for the Mapping Operation, the Mapping Value drop-down list displays all the selected columns in the Search Detail tab. Select the column that you want to map with.

      Ensure that you map the same data types (such as character, numeric, string, date). You can delete any related action or add more related actions and switch between them.

  12. Click Save in the title bar of the design panel to save the Search Group.

  13. In the Enter New Name dialog box, enter a unique name for the Search Group.

    Note:

    The name must not contain special characters.
  14. Click OK.

  15. Click Close to close the Search Group Manager.

8.3 Using the EnterpriseOne Search

EnterpriseOne Search feature enables you to search the transactional or master data within the EnterpriseOne system. This section provides details of search execution and other features of EnterpriseOne Search during runtime.

Search bar

You submit your search request using the Search bar displayed adjacent to the login drop-down menu in the EnterpriseOne interface. Irrespective of the application you are currently working with, the Search bar is always available in EnterpriseOne menu bar.

Note:

The Search bar will be not available if:
  • The EnterpriseOne Search Feature security is disabled.

  • The currently logged-in user does not have UDO View access security enabled for any of the search groups and does not have any personal search groups.

Search options

As you start entering a value in the Search field, a list of search groups is displayed for selection.

  • The My Searches option includes only those search groups selected in your EnterpriseOne Search Preferences. When you submit a search request, EnterpriseOne restricts the results to the selected search groups. This is the default search option.

  • The All Searches option includes all the search groups available to the user.

  • Selecting an individual search group restricts the results to that specific search group.

Search result

After you enter a search request in the Search bar and select a search option, you can either click the Search icon or press the Enter key to start the search execution. EnterpriseOne filters all the records for the given search request in the search groups and displays the results in the EnterpriseOne Search results window.

The EnterpriseOne Search window has the following features:

  • The contents of returned search results are grouped for each search content and displayed in sections. These sections display the name of the search group and the search content they belong to.

  • The search results are displayed in a layout as defined in the Search Group Manager.

  • The maximum number of records displayed in the search result is also according to the number specified for the search content in the Search Group Manager. If the record count exceeds the maximum records to return, a plus sign is displayed beside the search content label.

  • All the matching search request in the result list are highlighted in boldface.

  • When you select "All Searches", the first tab of the result window displays the filtered records from all the available search groups. The subsequent tabs display records from only the specific search groups.

  • When you select "My Searches", the first tab of the result window displays the filtered records from the search groups selected in EnterpriseOne Search Preferences. The subsequent tabs display records from the specific search groups.

  • When you select an individual search group, the result window displays the records only associated to the search group.

  • The order in which results are presented is determined by the sort option defined for the search content in the Search Group Manager.

  • When search content contains additional filters, the system retrieves the results using the additions filters.

  • You can further refine the search result to filter the exact records by using the Search bar available in the result window.

  • You can use wildcard characters to refine the search. Underscore is the wildcard character. The underscore matches any group of characters.

  • Your EnterpriseOne Search results may or may not be case-sensitive based on whether your administrator has enabled "Case Insensitive Search" in Server Manager. For more information see "Configuration Settings for EnterpriseOne Search" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide. (Release 9.2.1.5)

  • When you enter a request in the Search field of the result window (before clicking the Search icon or pressing the Enter key), the system searches for matching records in the AIS data cache. For details of configuration setting see "AIS Data Cache Setting for EnterpriseOne Search" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

  • In the EnterpriseOne Search result window, the Search field supports the Type Ahead feature. When you enter a search request in the Search field, the system searches for matching records without the need to press Enter or click the Search icon. If a match exists, it appears in the result and is highlighted. Type Ahead does not work in the Search field in the main interface. You can enable or disable the Type Ahead feature via the AutoSuggest settings. The system uses the delay from the AutoSuggest JAS INI setting.

  • The system keeps the session alive while the Search result window is open. If the session is idle for longer than the INI setting for "Session Timeout", a warning is displayed. The AIS server session time out should not be longer than the JAS server session time out.

Note:

  • When the Search result window is open, the Manage Content submenu does not appear under the Personalization drop-down list. Also, when you open an application while you are still in the Search result window, the Manage Content submenu does not appear under the Personalization drop-down list.
  • EnterpriseOne Search is not supported in Kiosk mode or from portal.

Related Information

The information icon in the search result indicates that the records contain related information. This icon is displayed only if the Related Information is defined for the search contents in a search group.

Click the Show Related Information icon for a result record to display the Related Information window. The header of the related information window displays the override title of the related content. Each defined search content within a search group can have multiple related information definitions; each definition is displayed on a different tab. The related information is displayed in a grid format.

When you click the Related Information icon of a particular record, the system retrieves the corresponding related data by running a query based on the mapping and additional filters settings. The total result count is displayed along with the title of the tab. The related information window displays a total of 100 records.

Action

The Action icon (vertical ellipsis) in the search result indicates that the records contain corresponding actions. This icon is displayed only if the Action is set up for the search contents in a search group.

Click the Select Action icon for a result record to display a list of all the related application names defined for the search content. Click any application name from the list to open the corresponding application. Closing the related application returns you back to the search result window.

If "Open Application In New Window" option is selected in Preferences, the related application then opens in a new window.

Note:

If a user is secured out from a specific application, then the user cannot open that application using the Action icon from the search result window.

8.4 Saving Search Groups

A newly created search group is saved under the Personal category in the Name drop-down list.

If you modified an existing search group, you can click either the Save or Save As icon. Clicking Save updates the original search group with the changes. Clicking Save As requires you to enter a new name for the search group so that you have the original search group as well as new search group with the updates you made.

8.5 Modifying, Publishing, and Deleting Search Groups

For more information on these common UDO tasks, see the following topics:

8.6 Troubleshooting (Release 9.2.2.2)

This section describes some of the errors you might encounter while you "Save" or "Save as" a Search Group and their possible causes:

  • No content defined for search group

    If you receive a "No content defined for search group" error, this means you have not added any content (table or business view) to the Search Group.

  • At least one filter field is required for content

    If you receive an "At least one filter field is required for content <xyz>" error, this means you have not selected the Filter option for any of the columns in the Search Detail tab of the search content.

  • At least one assigned mapping is required for related information

    If you receive an "At least one assigned mapping is required for related information <abc> in content <xyz>" error, this means you have not mapped any of the columns in the Related Information tab of the search content.