Redwood: Configure Search Views for Purchase Orders, Purchase Agreements, and Process Requisitions

Configure the search keywords, filter chips, and default display columns on the Purchase Orders, Purchase Agreements, and Process Requisitions Redwood pages. You can also include your descriptive flexfields as display columns.

Default search views are available for the Purchase Orders, Purchase Agreements, and Process Requisitions Redwood pages, and you can additionally configure a new view and make that your default view.

Default Search Views

Default Search Views

This table provides the default views available for Purchasing. 

Default Search Views

Search View Redwood Page
Purchase Orders Search View Purchase Orders
Purchase Order Schedules Search View Purchase Orders
Purchase Orders for Supplier Portal Search View  Purchase Orders for Supplier Portal
Purchase Order Schedules for Supplier Portal Search View Purchase Orders for Supplier Portal
Purchase Agreements Search View Purchase Agreements
Purchase Agreement Lines Search View Purchase Agreements
Purchase Agreements for Supplier Portal Search View Purchase Agreements for Supplier Portal
Purchase Agreement Lines for Supplier Portal Search View Purchase Agreements for Supplier Portal
Process Requisitions Search View Process Requisitions

Configure the view to manage the behavior of attributes for keyword search, filters, and results columns on the Redwood Purchasing pages.

  • Keyword Search
    • Enable or disable an attribute for keyword search.
  • Filters
    • Enable or disable a filter from appearing on the search page.
  • Results Columns 
    • Enable or disable a column from appearing on the search page.

Configure Search View

Configure Search View

Use the Manage Search Indexes task to add flexfields to your indexes. This table lists the indexes that are applicable for each page.

Purchasing Indexes

Index Redwood Page
fa-prc-po Purchase Orders, Purchase Orders for Supplier Portal
fa-prc-po-schedules Purchase Orders, Purchase Orders for Supplier Portal
fa-prc-pa Purchase Agreements, Purchase Agreements for Supplier Portal
fa-prc-pa-line Purchase Agreements, Purchase Agreements for Supplier Portal
fa-prc-por Process Requisitions

After you've added the flexfields to your index, they will be available in the results columns in your search views.

Enable Flexfields on the Index

Enable Flexfields on the Index

Steps to Enable and Configure

  • If you're satisfied with the default search experience, then you don't need to use this feature to configure your pages.
  • If you want to enable flexfields in your search view, you need to first add the flexfields to your index using the Manage Search Indexes setup task.

Tips And Considerations

  • You can access the Search Views page through the quick action: My Client Groups > Data Exchange > Search Views.
  • Enabling an attribute in the search view will control whether it's available on the page. By default, all attributes are available.
  • Enabled results columns attributes are visible based on your business rule configuration. The Show setting on the search view isn't used for results columns.
  • The purchase order schedules and agreement lines views only support results columns. Keyword search and filters can be configured on the search view for the header object.
  • The flexfields that are added to your index are only supported as results columns in your search view.

Key Resources

Access Requirements

Administrators who are assigned a configured job role with this duty role or the privilege can configure the search views.

  • Role
    • Procurement Application Administrator (ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB) 
  • Privilege
    • Manage Search Views (HRC_MANAGE_SEARCH_VIEWS)

Buyers who are assigned a configured job role with these duty roles or the privilege will see the configured search views applied to their pages.

  • Role
    • Purchase Order Inquiry (ORA_PO_SPO_INQUIRY_DUTY)
    • Purchase Agreement Inquiry (ORA_PO_BPA_CPA_INQUIRY_DUTY)
    • Requisition Line Processing (ORA_POR_REQUISITION_LINE_PROCESSING_DUTY)
  • Privilege
    • Use REST Service - Search Views Read Only (HRC_REST_SERVICE_ACCESS_SEARCH_VIEWS_RO_PRIV)

Suppliers who are assigned a configured job role with these duty roles or the privilege will see the configured search views applied to their pages.

  • Role
    • Purchase Order Management as Supplier (ORA_PO_PO_CHGS_AS_SUPPLIER_DUTY)
    • Purchase Agreement Management as Supplier (ORA_PO_BPA_CPA_CHG_AS_SUPPLIER_DUTY)
  • Privilege
    • Use REST Service - Search Views Read Only (HRC_REST_SERVICE_ACCESS_SEARCH_VIEWS_RO_PRIV)