Specifying fields in web portals

In the web portals of Akuiteo, several fields types are available in search screens and forms:

  • Free input fields;
  • Help lists fields;
  • Date fields;
  • And so on.

Each field type matches different input rules that are explained in this documentation.

Free input fields are input boxes where a user can specify text.

Help lists fields are visible thanks to the or icon displayed at the right of the field:

  •  : When a user double-click on the field, the help list is displayed without any filter applied. When a user specifies the three first characters in the field, the help list displays the results matching the characters specified.

  •  : When a user double-click on the field, the help list is directly displayed. Select the desired element from the list.

Some fields can be specified using an expanded help list, which is a help list displayed as a detailed table whose layout can be configured (see Setting up results in table view).

The expanded help list can be opened by pressing F2 from a relevant field.

In the expanded help list window:

  • Only one item can be selected if the field allows only a single selection.
  • Several items can be selected if the field allows multiple selections (for example, for search criteria).

Once the selection is made, click Select at the bottom right of the window to specify the selection in the field.

Note

Only the following fields have an extended help list:

  • Customer;
  • Supplier (Purchase Portal);
  • Project (Purchase Portal);
  • Reference (Purchase Portal and Sales Portal);
  • Grouping (Purchase Portal);
  • Project family (Sales Portal);
  • Project sub-family (Sales Portal);
  • Sub-family 2 (Sales Portal).

  • A date can be inputted with a keyboard as follows:
    • MMDDYYYY (ex: 04282023)
    • DD or MMDD (ex: 28 or 0428 then Tab to define the date 04/28/2023)
    • DD/MM/YYYY (ex: 04242023)
  • The date can be defined in X days or before X time, by following the value of the following expressions then pressing Tab:
    • D+ or D- for days (ex: D+10 then Tab to set the date 10 days after today).
    • W+ or W- for weeks (ex: W-2 then Tab to set the date to 2 weeks before today's date).
    • D+ or D- for days (ex: D+10 then Tab to set the date 10 days after today).
    • T+ or T- for quarters (ex: T+1 then Tab to set the date 1 quarter of a year after today).
    • Y+ or Y- for years (ex: Y-1 then Tab to set the date 1 year before today).
  • The days, months, years, hours and minutes can be added with the Up or Down arrow key.
  • The date can be defined to the current date when the field is empty, with the Up or Down arrow key.
  • When a date is already specified, place the mouse on the day, the month or the year and press the Up or Down arrow key to increase or decrease the value.

Some fields can be quickly modified, which means it is possible to modify them without having to open the form. This fields are identified with the icon at the bottom right.

To modify one of these fields:

1 Double-click on the desired field.
2 Specify the new value to apply.
3 Click on or press Enter.