<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

In the newer versions of Smart Office/H5, you have the possibility to use enterprise search links as shortcuts. This possibility can give the user a lot of value!

You can for example create a link from the customer master that opens the customer order toolbox, showing only open orders for the selected customer. Another example is that you can create links to open purchase order lines and open custom order lines from the stock balance program.

Using shortcuts and enterprise search in a smart way will definitely shorten the time for the users to find correct information!

Below I will describe how you create this type of link. I will start from the customer master, and create a link that opens the customer order overview (OIS300) showing only open orders for the selected customer.

First I need to get the link that opens OIS300 with the correct data. The following syntax will give me open orders for customer GA001:

CUNO:GA001 ORSL:[22 TO 49]

Pic1_OIS300.png

To get the link that opens OIS300 with the search, I need to click on the little arrow to the left of the search results on top of the list. When the save-window opens, I chose to save the search as a shortcut on the canvas.

Pic2_SaveQuery.png

A new shortcut will show up on your canvas, right click on the icon and chose settings. In the settings window you will find the link you need in the Target or URL text box. Copy the link and paste it into a word document or similar.

Pic3_Settings.png

This is how the link look like:

mforms://search?program=OIS300&query=CUNO%3aGA001+ORSL%3a%5b22+TO+49%5d&sortingorder=1&view=E30&filterfields=ORNO%2cCUNO%2cCUNM%2cCUOR%2cORSL%2cORST%2cWHLO%2cRLDT%2cCUDT%2cORTP%2cOBLC%2cDIVI%2cRESP%2cCOAM&startpanelfields=W1OBKV%2c%2b%2cWOUPVR%2c%2b%2cWWFACI%2c%2b%2cWWDEL%2c0

This link will open OIS300 and run the search “CUNO:GA001 ORSL:[22 TO 49]”. We want to use this link as a shortcut, and we want the customer number to be taken from the line we mark in CRS610. To make this work we need to exchange GA001 to a variable, <CUNO>.

mforms://search?program=OIS300&query=CUNO%3a<CUNO>+ORSL%3a%5b22+TO+49%5d&sortingorder=1&view=E30&filterfields=ORNO%2cCUNO%2cCUNM%2cCUOR%2cORSL%2cORST%2cWHLO%2cRLDT%2cCUDT%2cORTP%2cOBLC%2cDIVI%2cRESP%2cCOAM&startpanelfields=W1OBKV%2c%2b%2cWOUPVR%2c%2b%2cWWFACI%2c%2b%2cWWDEL%2c0

If we use <>, the link will work in both Smart Office and H5.

The last step is to create a shortcut using the syntax above. Open the customer master, CRS610, and chose tools, personalizations, shortcuts.

Pic4_Shortcut.png

Chose “link”, give the shortcut a name and paste your link in the textbox for target/URL – and you are done!

You will now have a new shortcut in CRS610 which will open OIS300, and do a search for open orders for the customer you selected in CRS610 automatically! Using this funtionality for creating shortcuts will help your users a lot!

Pic5_Result.png

Subscribe to the M3 Usability Blog

Discuss this post

Recommended posts

If you are running Infor OS/H5 you have the possibility to create really nice homepages for your users. The homepages are the starting points for all roles, and one of the widgets you probably want to have on your homepage is the menu-widget. On the menu widget you can add links to M3 programs for example, but by using bookmarks you can make the links smart, and let them open the programs with predefined selections and searches.
In this blog post I'm describing how to create bookmarks in M3. Since we are moving towards Infor OS and H5, we need to handle that there are some differences in how you manage bookmarks in the different user interfaces for M3.
In Infor M3 13.4 there is a new possibility, you can build your own list program. This blog post will show you how to do that.
I have talked about personalizations many, many times – and I am still convinced that there is a lot left to do in this area for most M3 users. Recently we have done some M3 installations for new customers, and in that kind of projects the need for a smooth navigation in M3 becomes very clear. It is not easy to run M3 the old-fashioned way.
In my first two blog posts, I gave tips on what you need to consider before and during the year end. Below, you’ll find the third and last part of the blog series Preparations for year end in Infor M3 – after closing. Happy reading!
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down