Faster Responsive Search in Member Selection

The ability to search for members in the Member Selection dialog box has been improved to make your search experience faster and responsive.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

You can now experience real-time, look-ahead search powered by Suggest REST API while searching for members in the Member Selection dialog box. As you start typing in the search box, the results are displayed instantly, thus significantly reducing the time to locate the right member.

For example, if you start typing the letters “to”, the members containing “to” appear in the search results. As you continue to type “total”, the search results now display member names containing the word “total” in them. You do not have to initiate the search by pressing Enter or clicking Search icon. You can select the required member in the search result and click Refresh to view the updated details.

Note the following changes in the new member search experience:

  • You can search using both member names and aliases.
  • The members in the search results are displayed as a flat list, instead of the hierarchical tree view.
  • The new search experience is supported only for Cloud EPM data sources.
  • For data sources and environments where the Suggest REST API service is not available, the earlier search experience of typing the search term and initiating search using Enter continues to work without any changes.

Business Benefit: Using the new responsive search, users can view the matching members instantly as they type, thus reducing the time to locate the right member.

Steps to enable and configure

To use the new search, Service Administrators deploy a new or reuse an existing Smart View (Mac and Browser) manifest file.

To deploy a new or existing manifest file:

  • Create a new manifest file or reuse an existing manifest file.
  • In the Create Manifest File page, make any other selections and modifications, as you require.
  • Deploy the manifest file to Smart View (Mac and Browser) users.

Key resources