Question

Web Client 11 Default Search Filters

Web Client Version 11 Search and Retrieval

Updated March 29, 2023

asked on March 28, 2023

Hello, does anyone know of a way to set default filters for quick searches OR advanced searches in the Web Client (version 11)?

I have a group of users who find it annoying that they have to clear out all the default filters when running a search.

At this point they would even accept a way to disable all the keyword options except All Fields so they could type in Sales Order, Purchase Order, or Invoice numbers into the Quick Search field and run that search through all fields (but not through document text or entry name).

Thanks!

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replied on March 29, 2023

I think the only way to achieve this would be with creating a search and saving it. Then using the saved search which has the filters you're looking for.

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replied on March 29, 2023 • Show version history

You may find the Web Client custom action scripts in the post below helpful:

Can Web Client 11 search bar defaults be set?

I would also suggest that you write a custom quick search that covers only the Sales Order, Purchase Order, and Invoice Number fields. It'll be faster than an All Fields search. Something like:

({[]:[Sales Order]=“$value”} | {[]:[Purchase Order]=“$value”} | {[]:[Invoice Number]=“$value”})

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Web Client 11 Default Search Filters

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