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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.

Written by Arthur Ashdown

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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