Predefined search forms can be provided to users who need an overview of currently existing objects based on search criteria.
Useful for Following Tasks
- Providing 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#defining-presettings: new window
The “Legal Services” department needs all contracts of a certain year per 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).