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Global Search Categories

As a Buyer Admin you can create categories for records and data which can be used during categories updation when setting up global search configuration for any app or module. You can create new categories, view and update existing ones, delete categories, and download or export categories to another tenant within your organization. When a tenant is created in IENT application 19 categories are created by default for ready use.

To perform these operations: 

  1. Log in to the IENT Application.

  2. Go to Settings > Global Search Categories. 

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    You will be able to view all your existing categories.

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See here to explore how you can search, view, sort, and filter all the displayed records.

3. To add a category, click on the + button on the top right corner, and add the following mandatory details: 

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  • Name

  • Status

4. Click Submit.

5. To download a list of categories, select the categories (use Select All check box to select all available categories) and then click on the kebab menu on the top right corner of the screen and select Download Options as needed:

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  • Download as PDF: Export all the selected records in the data table in PDF format.

  • Download as CSV: Export all the selected records in the data table in CSV format.

6. To export global search categories to a specific tenant, select the categories and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.

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7. To delete an existing category, select the particular category and then click on the kebab menu icon of the particular category and select Delete.

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8. Confirm deletion by clicking on Yes. 

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Note: Deleting a global search category deletes all its references from all the applications and master data.

Translation of Global Search Category Terms

All global search category IDs have the fields name and status. By default, translations in other languages are provided for these fields. As a Buyer Admin you can make changes to the existing translation or provide new translation when you have created a new global search category.

To modify the translation:

  1. Log in to the IENT Application.

  2. Go to Settings > Global Search Categories. 

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You will be able to view all your existing categories.

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See here to explore how you can search, view, sort, and filter all the displayed records.

3. To translate an existing category, click on the kebab menu icon of the particular category and select Translate.

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The From Translations screen is displayed. 

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4. Select the language from the drop-down list of Translation content is of field.

5. Update or enter the required translation and click Submit.

Translation updated successfully message is displayed.

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