ERPNext Foundation ERPNext Cloud Chat Blog Discuss Frappé* Donate

Search not ideal for end users


#1

Hi.

The search box at the top looks like it should be super powerful - like a google “omnibar”.

However, as far as I can see, it’s super limited.

If I’m on (say) the notes page, and I put some text into it, it does not search all the notes. Instead it sets the filter to %foo%. Not very useful - if I knew what the ID of the item was, I wouldn’t need to search really. Instead the user has to manually fiddle with the filters, know what the correct column is to search on, and know how the % globbing works. Most end users will NOT know all that, and find it quite frustrating. Perhaps each DocType should have a default search column?

Second, if I’m not on a specific page, but on the dashboard, and I enter “XYZ”, where XYZ is perhaps the name of a customer, I’d expect to see everything mentioning XYZ, across all doctypes.

Have I misunderstood something here? If not, I’m afraid the search is quite crippled.

Thanks.


#2

Yeah search in id was lame, fixed - will now search in title (customer, supplier etc)

the search bar is mostly great for navigation.


#3

The Search Bar does also works different:

1.) When I am on /desk and put in

ibm in purchase

the Search Bar shows “find ibm in Purchase Invoice

If I select that, I am going to ACCOUNTS > PURCHASE INVOICE page

and the filter is set to: ID like "%ibm%"

That won’t find anything

2.) When I am already on /desk#List/Purchase%20Invoice and entering

ibm in purchase

the Search Bar again shows “find ibm in Purchase Invoice

But now if I select that, the filter is set to: Title like "%ibm%"

DOES THIS MAKE SENSE???




Next is the question, what is the usage of the form fields at “Search field”?

HOW MAY I USE a search for GRAND_TOTAL?

What needs to be entered (and where) into Search Bar?




Thanks for some feedback and all your work!

Tom


#4

We have a different workflow and it’s useful for us to search the items by item_code, because we want to check the details of the product.
I’ve customized Item form by adding item_code into the list of Search Fields, but it’s still impossible to find items by the symbols of the item_code: drop-down list is empty, while by pressing Enter the filter is being applied as “Item Name like %…%”

What would be a workaround for our case?


Basically, the issue is the same, as @TomFreudenberg’s last question in previous post.


#5

Hello,

When search is made from awesome bar, it is applied on Item Code only. When you select ID in a filter, for Item master, it means Item Code.


#6

Thank you for help, @umair.
Yes, I’m aware that item_code is ID. The thing is that in our instance the awesome bar search is applied to item_name instead of item_code. How can I change this behavior?
Also it’s still unclear how can one use “Search Fields” form.


#7

Can you please share GIF which will demo this behavior? Best of my knowledge, search field from Awesome Bar is always on Primary Key/ID of a document type, and not configurable.


#8

http://imgur.com/YN6beXG


#9

Hello,

When you make search on the list itself, then it is applied on the Title field. Screenshot indicates that your Title field is broken.


#10

Titles will be effective for the new Items. If there are not many items, can you please save existing Items once and check if value in Title is updated correctly.


#11

I’ve dropped all the changes in Item form to defaults. Now the search is being applied to Item Name field: https://imgur.com/a/7eGC1


#12

Hi, were you able to figure this out ?