Allow Define Document Global search result layout with custom html layout

Description

Problem:

iDempiere Document Search https://wiki.idempiere.org/en/NF2.1_Document_Search_on_Menu_Lookup

Current search definition since allow define "search document" but:

  1. Not able to define/return/display multiple fields, identify the result (eg. John Doe from company ABC Corp)

  2. Not possible to define custom layout "card" - help read quickly given information

current result. confusing user

document-search-current-status-confusing.png

Example i would like to show, from various areas.

Bpartner

Product/Catalog

Shipment Packages

Sales Orders

Name

RegNo:

Country: Germany

Last Order: 2024-09-20

contact name

contact email

Image

Product Key

UPC: 12345

Category:

Rated: xxx

Link to Web (icon)

Bp: ABC ltd.

MPS: 1,2,3 N

Status: Delivered

DocumentNo: 2024-1112

Planned Ship: 2024-09-20

Order status: payment failure

GrandTotal: 240 EUR

emai: joe@abccorp.com

Customer: John Doe

 

Proposal

Allow Define Document Global search result layout with custom html layout and zoom-able fields (eg. by using messages - interpreting query result)

Research

https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_0227125047.html

https://www.greytrix.com/blogs/sageaccpacerp/2018/08/30/global-search-feature-in-sage-300-erp-2019-web-screen/

Possible UI/UX (generated with chatgpt)

search-document-cards.png

Environment

v12

Attachments

9
  • 11 Nov 2024, 01:58 PM
  • 11 Nov 2024, 12:44 PM
  • 11 Nov 2024, 09:36 AM
  • 11 Nov 2024, 09:36 AM
  • 11 Nov 2024, 09:36 AM
  • 11 Nov 2024, 09:36 AM
  • 10 Nov 2024, 03:13 PM
  • 29 Sep 2024, 08:28 PM
  • 29 Sep 2024, 08:18 PM

Activity

Show:

Peter Takacs November 11, 2024 at 1:58 PM

Thanks for the quick fixes, all tests passed

  • That’s not related to the change of this ticket. If you use transaction code, you can’t search across search definition.

Regarding this - not in scope of this ticket - Norbert had an idea, to control with AD_SearchDefinition.IsDefault, whether you can search without the transaction code or not. This would solve that currently you need to duplicate the search definition (one with, and another without a transaction code) if you want to use it in both cases like this

GlobalSearchCards.png

Heng Sin Low November 11, 2024 at 11:24 AM

hi ,

  • That’s not related to the change of this ticket. If you use transaction code, you can’t search across search definition.

  • Will check whether that can be improved upon. You can copy the link using right click. Also, you can have more control using formatting that using header and/or footer and use idempiere.directZoom function.

  • Will check whether that can be improved upon.

  • You can have zoom to other table, that depends on what you have in the formatting text. Perhaps with the single record formatting, it can be an issue due to issue 2 above.

Peter Takacs November 11, 2024 at 9:36 AM

Hi

we’ve reviewed the feature on https://test-feature.idempiere.org:3243/webui/index.zul:

  • not sure if it relates to this ticket, but looks like we have lost the ability to search across all Search Definitions - i.e. before, when I wrote just BPartner name without any transaction code, it returned Business Partners and e.g. Sales Orders too, if the partner was found on them. Now it returns nothing, I could not reproduce that behavior. Here is how it was before:

    GlobalSearchLegacy.png
  • on “card type“, when the template contains something clickable (links, e-mail), I cannot use them, it always calls the zoom for the record (also cannot copy them before the zoom):

    GlobalSearchTestLinks.gif
  • small UX inconvenience: you can click outside the cards (within the row) to zoom - this can be confusing since there is a hover effect on the card, but no effect on the row:

    GlobalSearchRestZoom.gif
  • improvement suggestion: it would be really useful to be able to zoom into other tables as well, e.g. when defining an Order card and adding e.g. a C_BPartner.Name, or C_BPartner_ID variable, then clicking on the business partner would open the business partner window, clicking elsewhere on the card would open the sales order window:

    GlobalSearchTestFkZoom.png

Norbert Bede November 10, 2024 at 6:43 PM

Hi! Thanks, we will start testing and documentation tomorrow.

Heng Sin Low November 10, 2024 at 3:54 PM

, this have been deployed to https://test-feature.idempiere.org:3243/webui/index.zul for testing (I’ve pack in the IDEMPIERE-6253-Examples.zip attached above).

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Created September 29, 2024 at 8:18 PM
Updated February 12, 2025 at 12:59 PM
Resolved November 24, 2024 at 3:56 PM

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