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Customizing Portal Find/Filter Option

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stephanie
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Posts: 330
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4/6/2010 1:57 PM
    Good morning, all -

    Our portal users have requested we research the feasibility of customizing their record search option - currently, when searching for an employee by name or SSN, the default search is "Find". Since we began using the portal in 2005, this option has been extremely slow, and because of the number of records we have in our database and the volume of turnover/rehire employees, using "filter" is faster and provides the records they need.

    Has anyone customized this option? MAYBE I could be lucky, and it's possibly and environment setting, instead of a page by page option?

    As always, your knowledge is greatly appreciated!

    Stephanie
    Jodi Kruesel
    Veteran Member
    Posts: 75
    Veteran Member
    4/6/2010 3:19 PM
      Stephanie,
      I'm not sure what version you are on but we are in the process of testing our upgrade from 8.1 to 9.0.1. There is functionality to change your default to filter in 9.0.1 (maybe even 9.0).

      If you go to User Options and selevt the Drill tab there is a setting to change it from Find to Filter.

      stephanie
      Veteran Member
      Posts: 330
      Veteran Member
      4/6/2010 6:40 PM
        Thanks Jodi - we're on 8.1 now, planning on moving up this summer. That's great news!
        Jimmy Chiu
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        Posts: 641
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        4/7/2010 12:29 PM
          9.0.1 has the option to default seach to use FIND or FILTER. 9.0.0 does not.
          Nick
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          Posts: 50
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          4/8/2010 4:29 PM
            9.0.0.7 does have the option to define the search default