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Managing user display and search settings

There are several user-specific settings which allow the search screens (for products, suppliers, customers, etc) to be tailored for specific users.

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Written by Andrew McNeice
Updated over 2 months ago

Note that these settings will only apply to the specific user client PC or remote user on a Hosted session running an Access Supply Chain Client.

  1. Open the search/list screen you want to customise, for example the Sales Order List

  2. Click the option for Field Chooser on the control ribbon

  3. Several options are available:

    • Header/Detail - Controls how the results are displayed, Header displays one row per order (which can be expanded by clicking the + icon), Detail displays all order rows

    • Field Name grid - Can be used to toggle individual columns on or off by checking the Show box

    • Search Fields - Allows fields to be included in the Search criteria by checking the Show box

    • Options tab:

      • Return records in groups of - Controls the number of records returned each time in the list. Lower values will result in better performance

      • Automatically run search when list is opened - Enabling this option will mean that the user will not need to click Run Search for results to be returned

      • Allow Groups - Allows columns to be dragged into the header to group records by them

      • Display repeating column headers - Will repeat the column headers for sub-lines (e.g. part number) above each sub-list

      • Automatically run saved search when selected - On selecting a saved search from the list, it will run without having to click Run Search

      • Display column filters - Allow the user to filter data using the column header filters

      • Clear column filters on exiting list - Automatically clears any column filters used when closing the list, if disabled, the column filters will persist until they are manually cleared

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