Defining Search Configurations

When your Employee Portal users are working on their portal page, they might have a need to search for different kinds of records in Microsoft Dynamics NAV. You can define search configurations for tables to make them available for the users to search in. A search configuration defines what fields the user can search on and what fields will be shown in the search result.

To Add a Table to the List of Tables to Search In
  1. Open the EP Search Configuration window.

  1. Press F3 to add a new search configuration.

  2. Fill in the fields. For Help about a specific field, click the field and press F1.

  3. Click Configuration, Search Fields, the EP Search Field List window appears.

  4. Define the fields you want your users to be able to search on in the selected table. Close the window.

  5. Click Configuration, Display Fields, the EP Search Display Field List window appears.

  6. Define the fields you want to include in the search result. Close the window.

Repeat the above steps for each table that you want your users to be able to search in.

After you have defined your search configurations they will be available for configuration of Search Web Parts.

Related Topics

Assigning Search Configurations to Users



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