Setup Extended Search Keys

You can can create custom search keys that are relevant to your operation and configure the Active Documents Search page to allow users to search for information using secondary keys. Up to three extended search keys can be configured.

To configure an extended search key

1	Click the Reports tab in Trading Grid Online.

The Active Documents Search page opens.

2	Select Document for the search Level.

3	Click Active Invoices in the Navigation Panel.

 

The Search Archive page opens.

4	Set the basic search criteria, as applicable. See “Active Invoices Archive” on page 110.

5	Specify the Role Type, either Sender, Receiver or both.

Note: If Sender is selected, the Extended Key Search as Receiver fields are disabled (and vice-versa). If both are specified, both sections are enabled.

6	Select a key to configure from the Select Key drop-down menu.

7	Do one of the following:

Type a value for the search in the Value field. This value can be anything, that is relevant to your operation, for example, a serial number, expiration date, or a specific term.

Type a wildcard value (*). This value must include a leading and trailing asterick (*) .

8	Click Add.

The new key displays in the key list.

9	Select the View Type, either Legal Archive or Secure Delivery.

10	Click Search.

The Invoice List displays the search results.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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