Scenario
The client wants to present the inventory items in a clear and organized manner, with a primary focus on their available quantity based on the location. The items will be displayed, allowing users to easily identify the items with the highest available quantities.
In addition to the default sorting functionality, the client wants two filters within this customization. These filters will enable users to search for inventory items based on their description and location. By utilizing these filters, users will have the ability to refine their search and quickly locate specific items that match their criteria.
Solution
Create an Item Saved Search
Reports> Saved Searches> Saved Search> New> Item
Add necessary fields like Qunatity Available, Item Name, Description, Inventory Location
Add filters, Description, and Inventory Location
Check on the box “Available As Dashboard View” (By checking this the custom search is available for the Dashboard view)
To available this search a Dashboard view navigate to Home> Dashboard> Personalize > Custom Search
Setting up the Custom Search Portlet
On the top right corner of the custom search portlet, select the Setup option. When we click on the set up a Custom Search Pop-up window is available to us.
From the field ‘Search’ we can select the name of the Custom Search that we want to display. Also, we can give a Custom Title to the portlet in the ‘Custom Portlet Title’ field, and we can use the Result Size field to enter the number of results that we want to display at one time in the portlet. If the total number of results exceeds this number, a From -To dropdown appears at the top of the search that you can use to navigate among results. After selecting the Search name click on save.