2020 Summer Release

Search FormsPermanent link for this heading

Predefined search forms can be provided to users who need an overview of currently existing objects based on search criteria.

Useful for Following Tasks

  • Provide an overview of currently existing objects based on search criteria

Essential information about search forms can be found in the user help:

TODO: will be “Customizing” in the future (link will change)

https://help.cloud.fabasoft.com/index.php?topic=doc/User-Help-Fabasoft-Cloud-eng/template-management.htm#presetting-collections

ScenarioPermanent link for this heading

Objective

The “Legal Services” department needs all contracts of a year of each business unit.

To achieve the objective, proceed as follows:

  • Navigate to “Customizing” > “Presetting Collections” > “desired presetting collection”.
  • Create a search form.
  • Define the search criteria (object class and values of properties).