Page Overview
Pages open in Search mode. Users can return all available records or apply selection criteria to narrow down the search results. Select the Advanced Search page to save selection criteria for reuse.
The search function returns selected records on the Records page in Grid view. If the selected records cannot be displayed on a single page, page controls are added to display additional results pages. In Grid view, the user can edit, add or delete records, select which columns to display for the search results, change the sort order, or switch to Single Record display.
In Single Record display, required fields are marked with a red * (asterisk) and the field labels are bold.
Menu options in the page margin are different for Search mode or Record View. Refer to Page Menu Options for detailed information.
If you make edits while in Grid mode and then attempt to navigate to a different record without saving your edit, a warning message appears: To navigate through the grid, save/revert the updates to the current record. This warning message disappears if you save or revert the changes you made to the current record.
Field Search Options
| Icon | Description |
|---|---|
Filter | Search using the filter list. Click the funnel icon located on the right side of a field. Use any of the options along with field text. Options include: Is equal to, Is not equal to, Starts with, Ends with, Contains, Is blank, Is not blank. |
List | Search using the Lookup List. Click the icon located on the right side of a field. A grid will appear that displays all valid entries based on the defined field validation. Additional filtering in the grid can be accomplished on each column using the associated filter list. An item can be clicked on followed by the Ok button. The Lookup box closes and the selected item appears in the page field. |
Checkbox | Search using a check box located on the right side of a field. Click the down arrow and make selection of No Filter, Checked, or Unchecked. |
Calendar | Search using a date. Click the date control icon located on the right side of a field. A calendar popup appears. There are forward and backward arrows to move between months. The full month appears so a specific date can be selected by clicking on it. Select a specific month by clicking on the Month display in the middle top. Clicking on the same area again will present year options. |
| Field | Search by clicking on a field. If the field is a coded field then a list of valid codes will display for selection. If the field is an open text field then one can enter data to use as search criteria. |
| % | Search using a percent sign as a wildcard. The wildcard can be placed anywhere along with text. |
| * | Search using an asterisk as a wildcard. The wildcard can be placed anywhere along with text. |
Page Header
| Icon | Description |
|---|---|
Magnifying Glass / Search | Search by BusinessPlus mask. |
Online Help Options | Displays page-related documentation. |
Username | Displays user information and sign out option. |
Account Information | Selecting the Account Info button displays the user's name and title. |
Single Record View Controls
| Icon | Description |
|---|---|
| Switch to Grid view. |
| Go to previous record. If there are no previous records, this button is blocked. |
| Go to next record. If there are no additional records, this button is blocked. |
| Add a new record. |
| Back to grid from Add mode. |
| Delete current record. |
| Copy current record. |
| Paste record. |
| Select page sort option. Business rules (NUUPDF) can be applied to screens and sort options. |
| Switch to Added Records. |
Grid View Controls
| Icon | Description |
|---|---|
| Switch to Single Record view. |
| Select which columns to display in search results. |
| Place the cursor on the grid column separator to display the column resize icon. Click and hold, then drag horizontally right or left to resize the column width. The system saves the change and applies it when you visit the page. Select Restore to revert to default column width. |
| Switch to Added Records. |
| Edit the selected record in Edit mode. |
| Use the arrows or page numbers to view additional search results. |
| Select the number of rows to display in the Search results window. Options are 5, 10 and 20. |
| Informs the user which subset of records out of the total number of records is currently displayed. |
Additional Controls
| Icon | Description |
|---|---|
| Distribution worksheet |
