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| It is possible to search specifically for items with existing or missing order statuses in the dashboard. |
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| To do this, the dashboard must be modified using the status traffic light in the status types. |
Create columns in the result
A column can be created in the result display for each status that was recorded in the master data.
There, an existing status (=Y) is shown with a green tick and a missing status (=N) is shown with an X.
Depending on the meaning of the status, an existing status can also be displayed with a warning triangle or a red X in contrast to the green tick.
This is controlled in ADMIN → STATUS TYPES → STATUS TYPES with the status traffic light:
| RO | (Red) | Red X |
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|---|---|---|---|
| GE | (Yellow) | Orange warning triangle |
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| GR | (Green) | Green tick (default) |
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Changes in the status traffic light lead to...
ATTENTION: Changes in ADMIN → STATUS TYPES in the Status traffic light apply the following measures in the dashboard display:
- Change client, then select and confirm the burger menu directly under the Dashboard or tab heading
- Change client, then select Show saved search settings and select the appropriate search setting.
The statuses can also be included in the search.
The status field names always begin with a + sign.
One or more statuses can be searched for.
In the drop-down menu of the status search fields you can set whether you are looking for an existing or missing status.
- In addition, an OR function was stored (options or N and or J).
This makes it possible to run a chain of status searches that are not mutually exclusive.
Example in the Dashboard search
3 status fields are added in the dashboard search.
The search condition or N is stored in these 3 fields.
If the search is now carried out, all positions are listed in the result display for which one or more of the statuses searched for are missing.