R2 Core
R2 Core
Breadcrumbs

Create And Save User Views In Project Search Window

Reference No: R2-11532

Version No: 06.00.06-00 

Details

Support has been added in the Project Search window for the user(s) to create and save their search criteria (and results) with values/Sort By/Filters (Completed check box) for quick action.

Sample Workflow:

  1. Open the R2 application.

  2. Go to Account Module > Search Menu > Project option. The Search Project screen is displayed.

  3. Use the Search option to look for a Project using parameters such as Project ID, Description, Project Status, Start/End Date, and Company etc.

  4. Use the Sort By filters to arrange the search results in a preference order, sorted on basis of Project ID, Description, Project Status, Start/End Date, and Company etc. Sort can be arranged in Ascending or Descending order.

  5. The search results can be saved using the User Views.

  6. In the User View drop-down text-box type the name with which you want to save the search results.

image-20231031-064322.png
Figure 1.0 Saving the search results using the User Views option

  1. All saved User View search results can be seen in the drop-down list.

A saved User View can be tagged as Default, using the check-box.

image-20231031-064345.png
Figure 2.0 Saved User Views in the drop-down list

  1. A user view can be saved as Me or For System.

  • A User View saved as Me, is available only for the specific user who created it.

  • A User View saved as For System, is available for all the users using the R2 system.

image-20231031-064428.png
Figure 3.0 User Views Saved Me or For System