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Ability to change default search-filter criteria on PurchCreateOrder - VendTableLookup "contains" instead of "begins with"

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Posted on by Patrick van Heijningen

Dear Community,

When creating a new Purchase Order, we primarily enter the Vendor by searching on their Name.
The default search-criteria on the VendTableLookUp is however based on "begins with".
PurchCreateOrder

Question
Is there a way to change the default search-criteria of the VendTableLookup on PurchCreateOrder into contains?

Appreciate all your suggestions!
Regards,

Patrick

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Patrick van Heijningen on at

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RE: Ability to change default search-filter criteria on PurchCreateOrder - VendTableLookup "contains" instead of "begins with"

Dear Morgan,

Criteria's are indeed saved on the PurchTable based on your last usage, but not on the VendTableLookup-field when creating a new Purchase Order. At least; I've been trying +5 times already, and every time my "contains" is changed back to "begins with".

So, are you sure it also works on the VendTableLookup?
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Morgan Bazin 67 on at

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RE: Ability to change default search-filter criteria on PurchCreateOrder - VendTableLookup "contains" instead of "begins with"

Hi Patrick,

As you may have discovered, this form will default some settings based on how it was last used. So the first time a user tries to search on Name, then changes the filter to "contains", the next time they use the form, it should default to contains.

So, what you could do would be to perform this process with your user, then push your personalization settings to the other users of the system.

However, if the user chooses to change that filter at a later date, that change will persist for them.

Not entirely sure if there's a way to "hardcode" this default without causing some challenges with how personalizations are maintained in the system. I would coach users to check the field when they search rather than trying to code a solution.