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Procedure documentationUsing Search Templates

 

The following procedure describes how to use search templates from scratch. Nevertheless, in the layout pane of the Search Result window, you can always select a different template. For more information, see Using the Advanced Options of Enterprise Search.

Prerequisites

To use the Search by Template button, you must have created search templates.

Procedure

  1. In the SAP Business One, version for SAP HANA client application, on the left side of the Search box, click the icon and select the Search Data radio button.

    The Search by Template button appears next to the Search button.

  2. [Optional] Enter keywords in the search box.

    These keywords override those in the template for the current search. Note, however, that to save the new keywords into the template, you must save the template again.

  3. Choose the Search by Template button.

  4. From the dropdown list, select a template.

Result

The application displays search results according to the criteria defined in the template. The search is recorded in the search history as [T] <Template Name> or <Keywords> + [T] <Template Name>.

If you change any criterion, such as the keywords, to retain the changes in the template you must save the template again. Alternatively, you can choose to save the template as a new one. For more information, see Creating Search Templates.