Did you know how to find data in SyteLine when you don’t know where to look?

The way for searching data in v SyteLine was always very fast and easy. It has been even improved with the arrival of Workbench module and its data views. They are very user-friendly; however, data views have one ‘flaw’: an administrator have to create the data view in advance, including the selection of data and their filtration. But what if you don’t know in advance where and what will you be looking for? Or, more generally, how to search through “all” data in SyteLine?

The Need to Find Something

Consider a situation when an customer order no. 13Z0000001 have been registered in the system, and you want to know if there are any job orders, estimates, invoices (advanced or outgoing) linked to it. You could search through every form, which is somehow connected with the customer order, and, if you miss one, you’ll never get the right result. But there is another option, a faster one – DataSearch, which also happens to be part of the Workbench module.

How to Do It

You make the search using DataSearchform. This is the so-called full-text search, i.e. user enters a text, and the system searches through the selected parts of the database. The user then search through the selected data source or all authorized data sources at one time, and the results are clearly displayed by the data view. Using the local menu, the user opens the appropriate form, quickly getting to detailed preview of the record or possibility of editing it.

 Search result through SyteLine data

Benefits

  • Searching large amounts of data, fast and at one time.
  • Quick access to the data found from the search result.
  • Basic search is available immediately after installing the module.
  • You can search for multiple words at once.
  • The administrator defines and has control over what can be searched.
  • Areas of search can be limited by user rights.

Settings

The setting is very simple, and it is done on DataSearch Source Setup form. The form defines what type of data will be searched (so-called IDO), and which database fields and values are to be displayed to the user. A field can be added to the search or view simply by ticking it. You are free to search or add data source as you wish – of course only when the search makes sense, with regard to the amount of data being searched.

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