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How to automatically populate search keys

Introduction

Search keys are user defined identifiers or codes that allow to easily retrieve reference data such as customers, suppliers, products, payment terms, etc. They have been introduced in earlier versions of Openbravo and up to Openbravo 2.50 they were an effective way to enter data quickly. For example, while entering an invoice you could select the customer by opening the selector window and searching for it or, if you knew the search key of the customer that you were looking for, you could enter it and press ENTER; the system would then search the right customer based on that key and replace the key you entered with the customer name.

In Openbravo 3, selectors have changed and they now automatically suggest the right value as you type. Going back to the previous example, you can now start typing the customer name on your invoice and the system automatically suggests the customers that match that entry as you type; once you have typed enough characters to have a unique match, you can confirm the selection by simply pressing ENTER or TAB and moving to the next field.

This new technology is much more dynamic and user friendly. It also made search keys no longer needed for most entities. You can re-purpose the search key on product to store product codes - if you use product codes - or to store customer numbers on customers; however, on m and, after a while, that can be a bit annoying any other entities (product categories, business partner categories, etc.), there is really no longer a need to have a search key any longer.

In many cases users end up entering the same value in the search key as they enter in the name.

This article explains how you can configure Openbravo to automatically populate the Search Key fields and save time for your users.

Execution Steps

In Openbravo sequences are specific fields and they need to obey to specific naming convention (the column needs to be named DocumentNo), so a regular sequence was not an option in this case.

Luckily Openbravo is very flexible and you can always find a solution for your problem. In this case, we take inspiration from the technique used to automatically number invoice lines (each invoice line has a number that automatically increases by 10 for every line) and apply it to search keys.

Let's suppose that the search key that you want to automatically generate is the one for business partners. Here is how you do it.

Bulbgraph.png   Configuration templates are modules that contain changes to either core or to other modules. Using configuration templates you can personalize the core behavior of the system without affecting your ability to apply maintenance packs and updates. You create a configuration template either by manually creating a module of type template or by putting your system in configuration mode.

There you can find the field called Search Key and identify which column of which table it is based on. In this case the column is C_BPARTNER.VALUE. You can navigate to that column definition using the Open on Tab feature of Openbravo 3.

@SQL=SELECT TO_CHAR(MAX(TO_NUMBER(value))+1,'FM00000000') FROM c_bpartner WHERE ad_client_id =@AD_CLIENT_ID@ AND value LIKE '0%'

How to automatically populate search keys.png


ant export.database export.config.script -Dforce=true

Now you are ready to enjoy a faster data entry for your customers. The next time that you go to the Business Partner window and you start creating a customer, the system will generate the Search Key for you and your customers will be effortlessly numbered as 00000001, 00000002, 00000003, 00000004, etc.

One last tip... by default, te Search Key field is the first focus field for the Business Partner window. Since you will not need to enter it any more, you might want to skip it and put the focus straight into the Commercial Name field, so that you can save one click at data entry time. You can do that either as system administrator or, if you use Openbravo Professional Edition, as an end user thanks to the great Forms Personalization feature.

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This page has been accessed 4,392 times. This page was last modified on 9 May 2013, at 11:57. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.