Search favorites

A search favorite allows you to group a particular set of search parameters. Via such a search favorite you can call up the corresponding search parameters at any time without having to assemble them anew whenever you want to execute a search using these particular search parameters. A search favorite is either based on an advanced search comprising of a selection of attributes and specified attribute values, or it can be based on a list search that comprises of a selection of numbers which share the same type.

By default, a search favorite is related to the user who has created it. It can only be used by this user. Though, such a search favorite can also be sent to other users. Then it can be used by the users it was sent to. Alternatively, search favorites can also be related to a workbox role. They can be used by any user who has the respective user role assigned to them.

1. First carry out an advanced search using the appropriate search parameters. Either add the appropriate attributes to the advanced search, enter respectively select the attribute values to be used as search parameters and click on the SEARCH button as described here. Or carry out a list search as described here. Afterwards the products captured by the search are captured in the “Product list” table.
2. Click on the MANAGE button to call up the corresponding dialog box.

3. Click on the  button to show the corresponding input fields.
4. Enter a name for the search favorite in the input field “Identifier”.
5. If you want to relate the search favorite to a workbox role, the select the workbox role from the “User roles” menu.
6. Via the “Search level” menu, specify whether the search favorite is saved product-based or item-based (since version 5.5.3)*.

• *The setting is relevant if the search contains attributes on the item level. In case of a search favorite saved product-based, the search favorite captures all the items of a product even only for one of the items the respective attribute possesses the value that was searched for. In case of a search favorite saved item-based, the search favorite only captures the items of a product where the attribute possesses the value that was searched for.
• When calling up an item-based search favorite in the “Search” app with the data view “Items” being active, all the items of a product are shown, even if they were not captured by the search. If you want to see only the items which were captured by an item-based search favorite, for example, go to the “Worklists” app, call up the corrresponding search favorite and activate the data view “Items”.

2. Move the mouse cursor over the respective search favorite. Then a menu bar with a range of buttons appears.
3. Click on the  button to show the input box “Identifier” and possibly the “User roles” menu.

To make it easier to find a search favorite, you can filter the list of search favorites by entering a search term in the input field “Search”.

Refresh search favorites

If a shared search favorite was edited, you can synchronize it with the version of the user who originally created the search favorite. To do so, proceed as followed:

1. Click on the MANAGE button to call up the corresponding dialog box.
2. Move the mouse cursor over the respective search favorite. Then a menu bar with a range of buttons will appear.
3. Click on the button. The search favorite is now synchronized.

To make it easier to find a search favorite, you can filter the list of search favorites by entering a search term in the input field “Search”.

Delete search favorites

In order to delete a search favorite, proceed as follows:

1. Click on the MANAGE button to call up the corresponding dialog box.
2. Move the mouse cursor over the respective search favorite. Then a menu bar with a range of buttons will appear.
3. Click on the  button. Then the  button will appear.
4. Click on the  button to confirm the deletion of the search favorite.

To make it easier to find a search favorite, you can filter the list of search favorites by entering a search term in the input field “Search”.

Add a search favorite to the dashboard

You can add a search favorite respectively the corresponding dynamic worklist to the dashboard. To do so, proceed as follows:

1. Click on the MANAGE button to call up the corresponding dialog box.
2. Move the mouse cursor over the respective search favorite. Then a menu bar with a range of buttons will appear.
3. Click on the  button. The dynamic worktlist is then shown in the “My tasks” card of the dashboard.

In order to remove the dynamic worklist from the dashboard you have to click on thebutton.

Adding attribute profiles to search favorites

You can assign an attribute profile to a search favorite. Then the attributes from the attribute profile are shown in the “Product list” table whenever you call up the corresponding dynamic worklist in the “Worklists” app. In order to assign an attribute profile to a search favorite, proceed as follows:

1. Click on the MANAGE button to call up the corresponding dialog box.
2. Move the mouse cursor over the respective search favorite. Then a menu bar with a range of buttons appears.
3. Click on the  button to call up the corresponding dialog box.
4. Select an attribute profile from the “Attribute profiles” menu.
   Possibly use the text search to filter the list of attribute profiles by a search term.

• In order to save your settings, click on the SAVE button.
• In order to cancel the process, click on the CANCEL button.

Assigning attribute profiles only works for search favorites which a workbox role is assigned to. Furthermore, you can only assign attribute profiles which have the same work role assigned to them as the search favorite has.

Send search favorites to other users

You can send a search favorite you have created to another user so that it can used by this user. To do so, proceed as follows:

1. Click on the MANAGE button to call up the corresponding dialog box.
2. Tick the search favorite that you want to send to another user.
3. Click on the   SEND TO button. Then you will be directed to another slider where you can select the respective user.
   Possibly use the text search to filter the list of users by a search term.
4. Tick a user to select it. You can also tick multiple users.

• In order to send the search favorite to the selected user, click on the SEND button.
• In order to get back to the tab with the list of search favorites, click on the BACK button.
• In order to cancel the process, click on the CANCEL button.

Sending search favorites to another user only works for search favorites which do not have a workbox role assigned to them. In order to make such a search favorite availabe to particular users, you need to relate it to workbox role that is assigned to them.

FAQ

Who can see a search favorite?

By default, a search favorite is related to the user who has created it. It can only be used by this user. Though, such a search favorite can also be sent to other users, and then it can be used by the users it was sent to. Alternatively, search favorites can also be related to a workbox role, so they can be used by any user who has the respective user role assigned to them.

What is the difference between a product-based and an item-based search favorite?

In case of a search favorite saved product-based, the search favorite captures all the items of a product even if only for one of the items the respective attribute possesses the value that was searched for. In case of a search favorite saved item-based, the search favorite only captures the items of a product where the attribute possesses the value that was searched for.

Why am I sometimes shown items that were not captured by the search for an item-based search favorite?

When calling up an item-based search favorite in the “Search” app with the data view “Items” being active, all the items of a product are shown, even if they were not captured by the search. If you want to see only the items which were captured by an item-based search favorite, for example, go to the “Worklists” app, call up the corresponding search favorite and activate the data view “Items”.

Why can a search favorite not be sent?

Sending search favorites to another user only works for search favorites which do not have a workbox role assigned to them. In order to make such a search favorite available to particular users, you need to relate it to the workbox role that is assigned to them.

Why does adding attribute profiles not work for every search favorite?

Assigning attribute profiles only works for search favorites which a workbox role is assigned to. Furthermore, you can only assign attribute profiles which have the same work role assigned to them as the search favorite has.