Customisable Quick Search
Provides users with an in system overview of How to Customize Quick Search Columns. This covers everything on where it can appear in Assure, and editing both system and user level searches. You can watch this video for an overview to learn about this topic or keep reading the article below.
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This feature is intended to assist users when browsing modules to retrieve specific information from fields that may not be viewable from the hard-coded items within the list view.
This configuration has been applied to the quick search view within the main Assure application only.
The quick search can be configured at a system level for all users or each user can configure their own search results. Please note that the user’s personal configuration will override any default system configuration
For the ability to set new default search values for all users, you will require the supervisor privilege Manage Caption Maintenance.
To make these changes please navigate to Settings – Module Setup, click on the cog and choose Search Columns:
This will bring you to the customisable options available for search columns
Click on the arrows or drag and drop fields between the list of Current Fields and Available Fields
A maximum of 10 Items can be moved to Current Fields
Current Fields can be re-ordered by dragging and dropping
If Customising the quick search as a user, please navigate to the required module.
On the record list view select the search icon, found on the right-hand side of the screen:
Within the following screen, to change which fields are selected please select the three lines
This will take you to the same configuration screen, as shown previously.
Please select Save & Close and the current fields will now be shown, under this user profile only.