Customizing UDOs and UDFs in Enterprise Search

Prerequisites

You have defined a user-defined object (UDO) with user-defined fields (UDFs) in the database. For more information, see User-Defined Objects and User-Defined Fields.

Procedure

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 Settings button appears next to the Search by Template button.
Choose the Settings button, and choose Search Customization.
The Search Customization window appears. Its left side lists all the business objects in the database categorized by searchable and unsearchable, and its right side lists all the fields of the selected object and the fields are categorized by whether or not they are in the search scope.

By default, all system objects are searchable and all UDOs are unsearchable.
To make UDOs searchable and perform other UDO-related settings, on the left side of the Search Customization window, perform the following:
- To make a UDO searchable, from the Unsearchable Objects section, drag the UDO to the category under which you want to display the relevant search results.
- To make a UDO unsearchable, drag it to the Unsearchable Objects section. Alternatively, right-click the UDO, and choose Remove From Category.
- To change the UDO display name, in the relevant category, right-click the UDO and choose Rename.
- To create a new category, choose New Category.
- To search for an object, enter all or part of the object name in the search box.
After you make a UDO searchable, its fields that are not in the search scope appear as a list, and its fields that are in the search scope appear as a table. The fields that belong to the Main Tables category will appear directly in the Search Result window when you perform an enterprise search, and the fields that belong to the Line Tables category will appear when you place your mouse cursor over a search result in the Search Result window.
To customize the fields of the UDO and perform other UDF-related settings, select the UDO, and on the right side of the Search Customization window, perform the following:
- To include the field in the search scope, from the Fields Not in Search Scope section, drag the field to the Fields in Search Scope section.
- To exclude the field from the search scope, from the Fields in Search Scope section, drag the field to the Fields Not in Search Scope section. Alternatively, hover your mouse over the UDF, click the triangle button, and choose Remove From Searchable Fields.
- To change the UDF display name, hover your mouse over the field description, click the triangle button, and choose Rename. Alternatively, click the field description and enter the new name.
- To make the UDF visible in the Search Result window, select the Visible checkbox.
- To make the UDF searchable as a search criterion in enterprise search, select the Searchable checkbox.
- To make the UDF filterable as a filter in the layout pane of the Search Result window, in the Filterable column, select either of the following:
  - To display the UDF values as filter options in the layout pane of the search results, select By Option.
  - To display the UDF values as ranges in the layout pane of the search results, select By Range.
- To make the UDF unfilterable, in the Filterable column, select Disabled.
- To change the display order of the UDF's search result, drag the UDF up or down. The higher the UDF is in the Search Customization window, the higher its search result will be displayed in the Search Result window.
To save the changes, choose the Apply button.

Result

When you perform an enterprise search, the Search Result window will display data of the UDOs and UDFs that were customized in the Search Customization window.

Note Note

If you do not have authorization for a certain object, when you search data using enterprise search, that object will not appear in the Search Result window.

End of the note.