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

As you probably know, you can save searches as shortcuts to make it easy for the users to find data. But did you know that there is a possibility to use data from a selected record in a list-panel as input to the search query? This way the user doesn´t have to know about field names and how to change search queries and can just select a line that contains the values the user wants to search for, and click on the link.

In the example below I look at the stock balance overview (MWS060), and I want to be able to find other records with the same status and warehouse as the line I have selected.


Picture 1: I have selected a record with status under inspection, for warehouse W06

If I use the following search query IES will look for all records with warehouse W06, and status 1, under inspection:


Since I have saved this search as a shortcut I only need to click on the shortcut Status/Warehouse to perform the search.

IES_2Picture 2: IES has given me all records with status 1 and warehouse W06

If I want the list to be sorted in a certain way, I can add “SortBy” followed by the column I want to sort by. In my example I want to sort by item number, and that is done with this query:


Again, I have saved this query as a shortcut, and the number of hits is of course the same, but the list is sorted by item number.

IES_3Picture 3: The list is sorted by item number

This functionality can be used in all list programs where IES is activated, and I think you will find many places where this type of links can be very useful!

Subscribe to the M3 Usability Blog


Discuss this post

Recommended posts

How does your food company manage climate change, globalisation and stricter regulatory requirements? One thing is for sure, it has never been more important to have a business system that can manage different types of parameters in your food production chain.
If a problem were to be detected in one of the foodstuffs sold by your company, how long would it take for you to check every product affected? With a traceability solution you can do it in just minutes.
Managing and keeping track of external documents like customer contracts does not have to be difficult. With a simple configuration you can archive customer contracts in Infor Document Management (IDM) and automatically associate the document with a customer record. This way you will always be able to easily find the document, without leaving the M3 user interface.
Sometimes you want to know how many records you have of a certain type in a list. If I am looking at purchase order lines I might want to know how many open order lines I have per supplier, or how many delayed order lines we have at the moment. If I am working with manufacturing orders I might want to know how many open orders we have in my facility, or how many orders we have of a certain type. How do we show this in a simple way?
Sometimes you need a simple way of following changes of values for certain fields in M3. By using the event log in M3 you have a handy solution 😊 Follow the steps below and you will have a log of changed values for supplier bank accounts in just a few minutes!
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down