Employee portal design question

BGI
BGI Member Posts: 176
edited 2005-12-16 in Navision e-Commerce
We have installed 4.0 SP1 with employee portal on a test server. Basic things are working...

For the moment i didn't find a solution yet for searching.
If you put a webpart with pe a customer card with some fields on, how do you implement navigation to go to the following record, and how do you search.....

I read a lot of documentation, but didn't found anything for this...
Rgds
Benny Giebens

Comments

  • kine
    kine Member Posts: 12,562
    You need to add actions on the part or connect it with some list part...
    Kamil Sacek
    MVP - Dynamics NAV
    My BLOG
    NAVERTICA a.s.
  • BGI
    BGI Member Posts: 176
    That i figured out already, but still the same thing of searching is there.
    In a list you can add the card link, no problem but i can't display all the customers... is a far too long list... so i need something to search on the list or on the card...
    Rgds
    Benny Giebens
  • IHateLinux
    IHateLinux Member Posts: 223
    Hi,

    in Employee Portal you have four web parts:
    a.) List
    b.) Card
    c.) Header-Line
    d.) Global Search

    To implement a search just drag and drop the global search web part on the page. Afterwards you have to setup the search in Navision.
    First you have to setup the search tables (it is a link in the navigation menu). This will setup all tables whereever a search is possible. Then you have to configure the
    a.) Search fields
    b.) Display fields

    The search is done in the search fields and the display fields are used to display the results. You have a maximum of 5 display fields.

    Then check the global setup of EP and set a search limit of e.g. 20.

    Now the basic search configuration is done.

    The final step is, to configure the search on each user. Therefore click on "Users" in the main menu and use the menu item "Search configuration". Now you can setup for each table to which web part request this result is mapped. Please notice, that the link to the result web part (e.g. customer card) has to be configured to display this web part request.

    Sample:
    User is in SALES group
    Main page: Just the search web part
    /sites/Customer.aspx
    Different web parts, but the first has the customer list, the second has the customer card, both of them are configured with "No initial request" == NO (checkbox is empty).

    Then in Navision there should be this in the users search configuration:
    TableNo 18
    Group Code SALES
    WP Request CUSTOMERCARD
    Target Link /sites/Customer.aspx

    HTH,
    Rainer
  • BGI
    BGI Member Posts: 176
    Thnx for the comments..
    I followed your procedure, but now i got a search window witj in the right corner a field to fill in. Whatever i fill in i get a message 'The filter that you applied did not find any matching records.' and nothing more.

    Something else i forgot?
    Rgds
    Benny Giebens
  • BGI
    BGI Member Posts: 176
    Sorry...double post
    Rgds
    Benny Giebens
  • IHateLinux
    IHateLinux Member Posts: 223
    Hi BGI,

    can you please post, on which
    - table
    - fields in that table
    you configured the search?

    And which search string did you use?

    Sample:
    When searching on customer table (18) on fields No.(1) and Name (2) try to use search string:
    - 10000
    - @*me*

    HTH,
    Rainer

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