2020 September 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:

https://help.cloud.fabasoft.com/index.php?topic=doc/User-Help-Fabasoft-Cloud-eng/customizing.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 “Templates and Presettings” > “Presetting Collections” > “desired presetting collection”.
  • Create a search form.
  • Define the search criteria (object class and values of properties).