Exact Synergy Enterprise

Creating and modifying search templates

Menu paths

• Suppliers à Reports à Search à Search
• Cash flow à Reports à Search à Search
• Financial à Reports à Search à Search
• Logistics à Reports à Search
• Assets à Reports à Assets à Search
• Customers à Reports à Accounts à Search
• HRM à Reports à People à Search
• Projects à Reports à Search à Projects
• Workflow à Reports à Requests à Search
• Workflow à Reports à Requests à Pivot analysis
• Documents à Reports à Documents à Search

Introduction

This function allows you to create a template to store your search criteria. You can also modify the template that you have created.

Roles and rights

All users can create templates. To modify or delete an existing template, you must be the creator of the template or have the Administrator role.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information on this document is based on product update 252.

How do I create search templates?

1. On the related search page, define the relevant search criteria.
2. Select the relevant security level at the list box in the Templates section.
3. Click Save in the Templates section and the Title page will be displayed.
4. Define the relevant fields.
5. Click OK.

How do I modify search templates?

1. On the related search page, click the Templates hyperlink in the Templates section.
2. On the Templates page, define the relevant fields in the Criteria section.
3. Click the relevant template name under the Template column.
4. On the relevant template page, modify the relevant fields.
5. Click Save in the Templates section.

Keep in mind: You can also search for a template by selecting the relevant security level the template was saved under in the Templates section.

How do I delete search templates?

1. On the related search page, click the Templates hyperlink in the Templates section.
2. On the Templates page, define the relevant fields in the Criteria section.
3. Click the Delete hyperlink at the corresponding template line.

Keep in mind: You can also search for a template by selecting the relevant security level the template was saved and clicking the icon next to the template displayed under in the Templates section.

Related documents

• Exact video library
• Searching for templates