Revised User Views

Reference: 22914

(V 02.00.04-00)

Details

In CR2, you can use the User View feature to save the custom filter settings and search criteria which are used while performing search or print operations. The saved settings can be later accessed from the same window by using the User View drop-down list.

The User View feature is shown in Fig 1.0 and its various components are explained using Table 1.0.

Fig 1.0 Components of User View

Table 1.0 Components of User View

SI No	Part Name	Functionality
1	User View Text box cum Drop-down List	You can enter a new name in this field and click on the Save icon to save the current filter options and/or search criteria as a new User View with that name. Once a User View is saved, it can be accessed from the User View drop-down list. Note: In addition to the User Views which are created (by defining name and then selecting the User View Save Level), system automatically saves a User View with no name (blank user view), which has all the current filter options and/or search criteria, as was present in the window when it was last exited.
2	User View Save Level	You can create a User View for either: The currently logged-in User Level (by selecting the option For Me) or The System Level (by selecting the option For System). This is available only for those users who have the Administrator user rights. Fig 1.1 Selecting User Level Note: When an user view is saved in the Logged-In User level, the saved user views will be available only for the user who created the user view. If the User View is saved in the System Level, the saved User View will be available for all the users. However, only employees who have Administrator user rights can save the User Views in the System Level.
3	Default	The Default check box if selected while a User View is loaded makes that User View as the default one for that window. When the same window is opened again, it will open with the settings set as stored in that User View. Notes: If User Views created for the logged-in User Level and the System Level are both present in a window, then the priority will be given for the logged-in User Level User View and the same will be displayed in the User View field. If default User View for logged-in user is not present, then the system will display the System Level default User View (if present) as active when the respective window is opened. If no default User Views (Logged In User Level/System Level) are present for the active window, then the User View field will be blank. The window will open with settings made, as was present, when it was last closed.

Saving New User View

Instructions for saving a new User View are:

Access the CR2 window in which User View feature is present.
Select the required filter options and/or search criteria, which has to be saved.
In the User View field, type in a name.
Select the user level:

For Me - If the User View is to be saved only for you.
For System - If the User View need to be available for all users of the system.

Note : The option For System will be visible and available for use only if the logged in user has Administrator user rights.

Select the Default check box, if the created user view has to be set as default.
Click on the Save icon next to the User View field, as shown in Fig 1.2.

Fig 1.2 Saving User View

The User View is saved with the given name and can be used later to populate the values of the filter options and/or search criteria in that window.

Loading Saved User Views

Once a User View is saved, you can access the created User View (or any other existing ones) from the User View drop-down list, as shown in Fig 1.3.

Fig 1.3 Loading Saved User View

Notes:

When a user logs on the application, the User Views saved by the logged-in user using For Me option as well as the User Views saved by the Administrator using the For System options will be available for selection.
If a saved User View is loaded. Then if changes are made to the filters/search criteria in that window. Then by clicking on the For Me button or the For System button with same user view selected, CR2 will update the saved view with the new filter options and/or search criteria.
To delete an existing User View, select the User View to be deleted and press the Delete key on the keyboard. System will prompt with the message ’r;Do you want to delete this user view’. Select ”r;Yes” and the user view will be deleted.
On creating a system level user view, the created user view can be edited/deleted only by the employees who have Administrator user rights.

Currently in CR2, the User View feature is present in the below listed windows:

Search Orders ( In Accounts Module)
Advance Search
Search Inventory
Pick List print

Table 2.0 Details of Windows where User View Feature is Available and the Settings Saved

CR2 Window where User View Feature is Present	User Choices within the Following Filters/Search Criteria are Saved to a User View
Search Orders (In Accounts Module)	Filter Settings Quote Reservation Hold Contract Sign-off Invoiced Cash Invoice Search Criteria Sort By Options
Advance Search window	Match Condition (Match all of the following, Match any of the following) Column names selected (Search Criteria selected). Search condition selected for each column. Sort Order (None, Ascending, Descending) selected for each column.
Search Inventory	Category and Sub Category sections Search Criteria Sort By Options Inventory section Search Criteria Sort By Options Filters: Items, Kits, Misc. Charges, In Stock, Sell Only, Show Availability and Owned Site.
Pick List print window	Format Order By Options Print and Include for Reserved Sort Options

Feature Revision History

Revision Number	Changes in Feature	Version	Reference ID
1	User Views in CR2	02.00.04-00	22914