Quick Search Cog Wheel Menu
The menu has the following options, what appears on the menu for a user will depend on their permission settings.
Detail - This will show the record details view
Report - This will open the default report in the default output selected for the module. (outputs - PDF, Word, Excel, Report viewer)
Edit – This will open the record in edit mode to amend/update a record
Copy – This will allow a copy of the record to be made and include options to also copy the record actions, attachments, and documents (document library links)
Delete – This will allow a user to delete the record
Approvals - This option will show if the approvals process has been turned on for the module and will show the approval history of the record
Reviews – This option will enable a user to add a new review to the record or manage a records review history including to edit, complete or delete a review
Logs – This will show the audit trail logs for the record showing a description of any changes by who and when
Email – This enables a user to email another individual user, notification group or multiple users and choose from a selection of email templates
The Quick Search function will look like the following depending on a user’s permissions
If you click on a record in the quick search it will open the edit record screen, for users that don't have edit privileges the record details screen will open.
Top Tip!
You can customize the columns that appear in the quick search view for an even faster way to retrieve specific records. Check out our knowledge base article for where, how and why here.