Table of Contents

Setting up Summary Page Preferences

For each Summary page in the System, you have the option to set up summary page settings that dictate the available information in Summary pages such as filters as well as summary information. This is accessible using the available either next to Search button (for filters) or on the first column of the summary information.

You can either set it up to be applied to all the users which belong to a specific community or to your user specifically.

Go to the Summary page of the page you would like to customise
In the configuration tab you can select the available fields to be added and the community they will be applicable for.
They must be added in the Configuration tab to be available in the User Preferences
Once added in the configuration you can then select to add them for your user in the User Preferences tab

Searching for existing entry

The first step in searching for Entity is to define the criteria for your new search.

Specify at least one of the criteria available in the criteria section
Click on "Search" to retrieve the results based on the search field you completed

Using different types of Criteria

Quick Search

Using the quick search start typing in the Box and press enter to add the value or select from the drop down list. Quick search type criterai will usually allow you to add and search for multiple values

Text Field

Text Fields are free text, where you must enter the value manually

Select Box

Select Boxes allows you to select a specific value from a predefined list

Date Search (Calendar)

Date Search is used for defining Dates. Click in the date field to see the calendar

Going through the search results

Taking a glimpse

After each search, you will come across with the most important Entity information, which becomes available to you with just a quick look at the results.

Search results are available in rows below the Criteria Section of the Summary Page.

To view more details, click on VIEW at the right of the entry you are interested or EDIT to enter the data entry page in edit mode.

Browser not supported