R365 Search

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The search bar in the system header can be used to search for:

  • Pages

  • Reports

  • Create Actions

  • Employees

  • Users

  • Purchase Orders

  • Locations

  • Enabled R365 Applications


Quick Search


Button/Field

Description

1

Search Bar

Searches R365 for pages, reports, create actions, employees, users, purchase orders, or locations containing the entered text.

2

Result Type

Type of search results found:

Pages - R365 page opened within one of the enabled R365 apps

Reports - R365 report within My Reports

Employees - Employee records

Create - Actions found in the Create menu

Users - User records

Purchase Orders - Order records

Locations - Location records

3

View All Button

Opens the Search Results page to the tab associated with the result type (#2).

4

Search Result

Search result details:

Pages

  • Page Name

  • Navigation Breadcrumb

Reports

  • Report Name

  • Report Category

Employees

  • Employee Name

Create

  • Record Being Created

  • Create Menu Category

Users

  • User Name

Purchase Orders

  • Order Number

  • Vendor Name

Locations

  • Location Name

Apps

  • R365 Application Name

Click to navigate to the listed result.

5

Show More Results Button

Opens the Search Results page to the ‘All’ tab.


Recent Searches

Clicking the search bar displays a list of the 7 most recently selected searches.


Search Results Page

Button/Field

Description

1

Search Bar

Searches R365 for pages containing the entered text.

Click the back arrow ← to exit the search results page.

2

Result Count

Number of search results for the displayed type(s).

3

X (Close) Button

Closes the search results screen.

4

Result Type Tabs

Each tab displays the search results for a single result type:

5

Result Type

Type of search results found.

6

Search Result

Search result details:

Pages

  • Page Name

  • Navigation Breadcrumb

Reports

  • Report Name

  • Report Category

Employees

  • Employee Name

Create

  • Record Being Created

  • Create Menu Category

Users

  • User Name

Purchase Orders

  • Order Number

  • Vendor Name

Locations

  • Location Name

Apps

  • R365 Application Name

Click to navigate to the listed result.

No Search Results

When no search results are found, the ‘No Results’ message displays.

Click ‘Give feedback’ to submit details about the failed search.