Configuring Enquiry

This feature holds the parameter definitions of the enquiries used by the enquiry system. This section provides the procedural steps to create a new enquiry, search and edit an existing enquiry.

Creating Enquiry

The version is creation has three stages—core definition, field selection and drill down.

To create a new enquiry,

1. Login as <<Role>>. From the Transact Standard dashboard’s left pane, click Configuration > Enquiry.
2. Click Add New from the home page.
3. Enter the Enquiry Name, Application, and Enquiry Title
   • Enquiry Name is alphanumeric with special characters, such as “%”, “$”, “&”, “-“, “,” and “.”. "%". These characters can be used only in the position of the first character.
   • Application provides content assist using which you can select a value.
   • Enquiry Title indicates the title of the enquiry. Click to provide values in all Transact supported languages.
4. Select the status of the enquiry from the Status dropdown. The default status is LIV.
5. Click Continue to proceed to the next screen.

   

6. Select the required fields from the left pane and move them to the right pane to include them in the new enquiry.
7. Select whether the field is applicable only for user input (Input) or for both input and query results (Both) from the Display dropdown against each field.

   

8. Click Continue to proceed to the next screen.

   

9. Click either of the following:
   • Create to create the enquiry.
   • Continue to proceed to the next screen to create drill downs.
10. Select the type of dropdown (Version, Enquiry or Application) from the Drill Down type dropdown.
    • Version
      • Select the Version Name and Fields using the search option.
      • Select the action (See, Input, Process, or Verify) to be executed from the Function dropdown.
    • Enquiry
      • Select the Enquiry Name using the search option.
    • Application
      • Select the Application Name and Fields using the search option.
      • Select the action (See, Input, Process, or Verify) to be executed from the Function dropdown.
11. Select how the drilldown must be displayed in the UI (icon or label)
    • Icon
      • To use an icon that is already available, select the required icon from the Select Icon dropdown.
      • To use a custom-made icon, provide the path where the icon is saved.
      • Provide a tool tip (if any) in the Tool Tip field. Click to provide values in all Transact supported languages.
    • Label
      • Enter the link label in the Link Label field.
12. Click Create to create the version.

    

Editing Enquiry

To edit an existing enquiry,

1. Login as <<Role>>. From the Transact Standard dashboard’s left pane, click Configuration > Enquiry.
2. Search for the enquiry and make the necessary changes.
3. Validate and commit the changes to the database.