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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

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