This 30-minute tutorial shows you how to how to perform the
following with regard to JD Edwards EnterpriseOne Search:
Create a new search group.
Add related information to a search group.
Add actions to a search group.
Background
JD Edwards EnterpriseOne Search is a keyword-driven
enterprise-wide search across transactional or master data
within EnterpriseOne. EnterpriseOne Search is a user defined
object that can be configured by users. EnterpriseOne Search
uses configurable search groups and the Application Interface
Services (AIS) data service to easily search across your
business data.
A search group is a collection of tables or business views to
search. A configurable search group defines:
Tables or business views that are to be queried.
Columns within the tables or business views you want to
search or sort on.
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.
Additional filter criteria which limits the data set from
the table or business view that the system will search.
Scenario
As an Accounts Receivables Manager, you are contacted by the
customer service department with questions on customer accounts.
You need to be able to find the customer easily and review their
current invoices and sales orders to determine if there are any
potential problems that will need to be handled by the credit or
collection manager. As yours is a global company, there are many
customers that have the same name, but are in different
locations. Finding the right customer is very important.
You may also need to drill down into their sales orders, or
review their customer master information and you would like to
do all this from a single interface. To perform a simple search
and get all of these from a single interface saves time and
effort as well as helps to select the right customer.
What Do You Need?
To perform the steps in this tutorial, you must have:
Installed JD Edwards EnterpriseOne Applications 9.2 with
Tools 9.2.1.2 or later.
Deployed an Application Interface Services (AIS) Server.
Make sure that an AIS Server configured with your
EnterpriseOne system.
Enabled the EnterpriseOne Search feature and set up all
related UDO security in the EnterpriseOne. For more
information, see: "Managing UDO Feature Security" and
“Managing UDO Action Security” in the JD Edwards EnterpriseOne
Tools Security Administration Guide.
Setting up EnterpriseOne Search Configuration
For the EnterpriseOne Search to function properly, you can use
two key configurations: The case-sensitivity option and the AIS
caching mechanism.
Case Sensitivity
You can make searches case-sensitive (exact match) by setting
the Case Insensitive Search option in the Server Manager: Web
Server -> Web Runtime -> Runtime section to FALSE. An
illustration of the Server Manager option for Case Insensitive
Search is shown in the figure below:
Case
Sensitivity
AIS Caching
You can enable the AIS Server to cache responses of service
requests that perform read operations, which include data
service and form service requests. The AIS caching feature is
OFF by default. For the purpose of this OBE, AIS caching is
enabled (ON). Set the AIS Caching feature to ON in the Server
Manager: AIS Server -> Cache section. The below
illustration shows the Server Manager option for AIS caching:
AIS
Caching
In this example, the Read Cache Time to Live (Milliseconds) is
configurable and set to the default of 60000 ms (1 minute).
The AIS Caching feature is leveraged only from the Search box
in the EnterpriseOne Search results page.
Create
a New Search Group
Log in to EnterpriseOne.
Click your login name in the upper-right corner of the
screen.
Under the Personalization category, click Manage Content,
and then click Search Groups.
In the Search Group Manager design panel, select (Create)
from the Name field on the banner bar at the top of the
screen.
In the Product Code field, enter 55
as the product code you want to associate with the
search group.
Enter a Description for the search group.
In the Searchable Content section, choose View
as the type of content you want to include in the search
group.
Enter V03012JA (Customer Master with
Address, Phone, and Address Book) in the Name field and click
the Add Searchable Content icon (plus sign) to add the
selected business view to the search group.
The name and description of the selected business view is
displayed on the Searchable Content pane to the left and all
the columns available in the selected business view are
alphabetically listed to the right.
In the Available Columns pane, click the
plus sign adjacent to the following column names:
Column Name
Column Name
Address Number (F0101.AN8)
Cat Code3 (F03012.AC03)
Alpha Name (F0101.ALPH)
Credit Limit (F03012.ACL)
City (F0116.CTY1)
Open Ord Amount (F03012.APRC)
ST (F0116.ADDS)
Co (F03012.CO)
Act Rep (F03012.AC02)
Line ID (F0111.IDLN)
Cat Code1 (F03012.AC02)
Date Acct Opened (F03012.DAOJ)
Alternatively, you can search for the column that you want to
add by entering the column name or alias ID in the Search
field to quickly locate the columns.
The columns you have selected appear in the Selected
Columns section in the Search Detail tab.
In the Search Detail tab, enter the
information in the following sections:
Configuration
In the Section Title field, enter Customers as
the name for the search content.
In the Max Records field, enter 20 as
the maximum number of records to be displayed in the search
result.
Selected Columns
In the Override Label field, enter a
label to override the column name for those columns that you
would like to change. For this example, enter the override
labels for the column names as listed in the following
table:
Column Name
Override Label
Address Number
AB#
Alpha Name
Name
City
City
ST
State
Act Rep
Acct Rep
Cat Code1
Region
Cat Code3
Division
Credit Limit
Credit Limit
Open Ord Amount
Open Orders
Co
Co
Date Acct Opened
Date Acct Opened
When a column is used in the Layout and Additional Filters
sections, the override label will be displayed instead of
the original column name.
Verify that the Filter option is
selected for the columns that you want to filter. By
default, the Filter option is selected for all the columns.
Unselect the Filter option for the Co (CO) and Line ID
(IDLN) columns.
Click the Sort icon (minus sign) in the
Sort column until it reflects your preference of ascending
order, descending order, or not sorted.
If you select the Not Sorted option for all the selected
columns, the search result records are displayed in a
standard sort sequence that is determined by the system. Note: Search Groups configured for multiple
sorts could have an impact on the performance of the
application.
Specify the Sort Sequence of the
columns.
Layout
Click Add Field (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 you have added to
the Selected Columns section.
Select AB# (AN8) from the list, and then
choose the option to display both the label and value of the
column.
Configure the text alignment of the AB# (AN8) column.
Add the remaining columns: Alpha Name (ALPH), City (CTY1),
ST (ADDS), Act Rep (AC02), Cat Code1 (AC01), Cat Code3
(AC03), Credit Limit (ACL), Open Ord Amount (APRC), Co (CO),
Date Acct Opened (DAOJ), and Line ID (IDLN).
Customize the layout by adding rows and columns as
required.
Additional Filters
Click Add Filter (plus sign) to add the
columns for which you want to include additional filters to
narrow the search results.
From the Query Column drop-down list,
select Date Acct Opened. This is the
column for which you want to add additional filters.
The list includes only those columns that you have added to
the Selected Columns section. Note: If you have provided an override
label for a column, the Query Column drop-down list then
displays the override label of the column, not its original
column name.
From the Operator drop-down list,
select = as the condition for the column.
In the Value field, specify the
comparison value for the column.
You can specify a value or range of values that you want
displayed in the search result. For example, if you want to
add an additional filter to retrieve only selected records,
click the Down arrow and enter the data as shown in the
following image and then click OK:
Additional
Filter Setting
For the Match Type option, select one of
the following:
- Match All: select this option if you want the search
result to include all of the criteria specified in the
query.
- Match Any: select this option if you want the search
result to include any (not all) of the criteria specified in
the query.
The Search Detail tab inputs should look like this:
Related information enables the user to drill down into more
detailed information associated with the search results. You can
define a relationship between the returned search result and the
associated master data and/or transactions from within
EnterpriseOne.
In this example, you want to dig a bit deeper into their sales
orders. So, you want related information from the F4211 table
(Sales Orders Detail) with 2nd Item Number (LITM), Quantity
Ordered (UORG), Promised Delivery (RSDJ), and Last Stat (LTTR)
columns displayed.
The Related Information 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 for
the related information.
In the Related Information tab, enter the information in the
following sections:
Click Add Related Information (plus sign).
In the Add Related Information dialog box, select Table
as the type of content from which you want to
display the related information.
Enter F4211 as the ID of the table.
Click OK to add the table to the related
information content. A new tab page is added to the Related
Information tab with the selected table name with values
populated in the Type, ID, and the default name fields.
In the Configuration section, enter
Current Sales Order as the title to override the default name
of the selected related information.
In the Mapping section, click the plus
sign adjacent to the following column names:
2nd Item Number (LITM)
Quantity Ordered (UORG)
Promised Delivery (RSDJ)
Last Stat (LTTR) columns
You can search for the columns by using the Search field.
The columns appear in the Display section
in table format. You cannot customize the display layout of
the related information section, and you must add the
columns in the order that you want to see them in the grid.
These columns will be displayed in the related information
window of the search result. 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.
In the Mapping section, perform the
following steps to map the relationship between the search
results and the related information table.
In Available Columns, select Address
Number (AN8).
In Mapping Operation, select "is mapped to"
to map the column with the selected column in the Search
Detail tab.
Enter AB# as the value in the Mapping Value
field. The Mapping Value drop-down list displays all the
selected columns (with Override Label) in the Search Detail
tab. Ensure that you map the same data types (such as
character, numeric, string, date).
Select Additional Filter to add the
columns for which you want to include additional filters to
narrow the related information results.
Apply additional field filters as required.
For example, if you want to retrieve only those records that
have Last Stat less than 999, enter the data as shown in the
following image:
Additional Filters
Setting
For detailed steps to add additional filters, see the
Additional Filters section in Creating a New Search Group
section.
The Related Information tab inputs should look like this:
An action enables you to open an application based on a
selected search result record. In the Actions tab, you can
specify the applications to be opened from the search result. In
this example, you want to review the customer master
information. So, you want to open the Work with Customer Master
application (P03013) from the search result.
In the Action tab, enter the information in the following
sections:
Click Add Action (plus sign) to add an
action item.
In the Add Action dialog box, enter P03013 for Application
ID and press Tab.
When you press Tab, the system populates the remaining fields.
You can change the system-entered information. If necessary,
you can use the Visual Assist feature to locate a valid
application.
From the Form drop-down list, select
W03013A as 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.
From the Version drop-down list, select
ZJDE0001 as the application version. The system automatically
enters the first listed version in the Version field.
Click OK.
The system populates the application ID, form ID, version ID,
and default form name in a new tab. The system also retrieves
the data structure of the form for you to map to.
From the Personal Form drop-down list, select a personal
form. This is the form that will be opened when you access the
P03013 application from the search result. Note: You must select a shared personal form
if you intend to publish the search group.
From the Query drop-down list, select a query. This is the
query that will be used to narrow the search results on the
form when you access the P03013 application from the search
result. Note: You must select a shared query if you
intend to publish the search group.
In the Configuration section, enter
Customer Master as the title to override the default name of
the selected application form.
In the Mapping section, perform the
following steps to map the search result data to the
application specified in the configuration section.
In the Mapping section, select the
Address Number column.
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.
From the Mapping Operation column,
select "is mapped to" to map this column
with the column in the searchable table.
In the search result, when you select a different row, the
application specified is automatically updated to show
information relevant to the selected record. The Mapping
Value drop-down list displays all the selected columns in
the Search Detail tab.
Select AB# as the column that you want to map.
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.
In this example, Address Number column in the Work with
Customer Master application (P03013) is mapped to the
Address Number column in the Work Order Master File table
(V03012JA).
The Action tab inputs should look like this: Action Tab
Configuration
Click Save in the title bar of the design
panel to save the search group.
In the Enter New Name dialog box, enter
Customer as the name for the search group. Note: The name must not contain any special
characters.
Click OK.
Click Close to close the Search Group
Manager.
The Customer search group enables users to search the customer
master by the customer information as well as their city and
state. They can then review all the current sales orders
associated with the customer. From this search, the user can get
more details about the customer account by accessing the
EnterpriseOne application to review the customer master.
Want
to Learn More?
For details of search execution and other EnterpriseOne Search
features during runtime, see Using the EnterpriseOne Search in
JD Edwards EnterpriseOne Tools Using and Approving User Defined
Objects.
See the following tutorials for information about managing User
Defined Objects (UDO):
Creating
a Search Group
Before You Begin
Create
a New Search Group
Adding
Related Information to a Search Group
Adding
Actions to a Search Group
Want
to Learn More?