NAV 2009 Tips and Tricks: Search for pages, reports and views from the Role Center

NAV 2009 Tips and Tricks: Search for pages, reports and views from the Role Center

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You can find any page, report, or Departments view in your installation by using the Search box to the right of the Address box. In this way you reduce the amount of time you spend searching.

When you start typing characters in the Search box, a drop-down list shows page and report names containing the character(s) you type. The drop-down list changes as you type more characters, and you can select the correct page or report from the list when it is displayed. The second column in the drop-down list shows the navigation paths to the found pages and reports. You can select the path in the second column to navigate to the Departments page where the page or report exists.

Here are the detailed steps for searching for pages, reports, and Departments views from the Role Center.

1. In the Search field in the top right corner, type "sales".

The drop-down list changes as you type more characters, and you can select the correct page or report from the list when it is displayed.

2. Continue typing with "invoices".

The second column in the drop-down list shows the navigation paths to the found pages and reports and you can select the path to navigate to the Departments page where the page or report exists.

3. Select either the page or report in the first column of the search results or the path in the second column of the search results.

 For more information about usability and the RoleTailored client, see the blog post Useful, Usable, and Desirable.

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  • Yes, indeed a useful feature. One I am using often and is sure a plus of RTC. However, could this be expanded to pages, reports and views that cannot be called from Departements or Role Center, i.e. those objects that are linked to other objects like for example Customer Ledeger Entries window?

  • I think it would be quite useful, if i could disable this for certain users.

  • This has been a very useful feature when demonstrating to existing NAV clients.  They love this new feature.  Depending on the role you are demonstrating to try typing in "Trial Balance" for a controller or accountant sitting in on the demo.  You will get the "oooh and awww".  :)

  • @Michael Scheider

    At this time, it is not possible to disable the Search box.  Thanks for your suggestion though, and we will take it into consideration for future versions of NAV.

  • Just to avoid any confusion, this feature is available from NAV 2009 SP1, and not NAV 2009.

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