Configuring The Quick Selector

The Quick Selector menu is split into two sections:

• Lists: This is where the complete list of Quick Selector items are defined. It is used to define the names, menu labels and which objects are used in the Quick Selector. If creating a new Quick Selector item, you always begin by creating it within the Lists section.
• Quick Selector Items: Once a Quick Selector item has been defined, it is displayed under the Quick Selector menu, below Lists. A menu item is shown for each Quick Selector object you have defined. Within the Quick Selector Items menu, you specify the fields that are to be displayed and filters required to control which records are displayed in the Quick Selector.

To create a new Quick Selector item:

1. Click on the Quick Selector menu item in the Navigation menu in the left column of the Admin Application. If the Quick Selector menu item is not displayed, see Displaying The Quick Selector.
2. Select Lists below the Quick Selector menu item
3. The work view will show you all current Quick Selectors configured. Click 'Add'. A new window will appear.
   1. Name: This is the name used when the Quick Selector is listed in the iEnterprise Mobile™ Admin Application
   2. Parent: This is the parent object being used in the Quick Selector.
   3. Intersection: This is not used, it is reserved for a specific custom installation by iEnterprises
   4. Child: This is where you define the child object being used, it will contain the objects you wish to create using the Quick Selector.
   5. Title: This is the name displayed in the Title Bar within the client application
   6. Parent Primary: This is not used, it is reserved for a specific custom installation by iEnterprises.
   7. Display as HTML: allows use of HTML rendering. Not all devices will support this feature.
4. You will need to complete the Name, Parent, Child and Title fields listed
5. Click on the Save icon to save your changes and create the Quick Selector item. The new item will be displayed in the Navigation Menu below the Quick Selector title.

To define the fields that should appear in the Quick Selector list:

1. In the Navigation Menu, select the name of the list you defined in the previous steps.
2. In the top section, under the "Columns" heading, click on Add to select which fields are required in the list.
3. Enter values into the following fields:
   1. Type: All of the modules related to the child object you defined when setting up the list are displayed. Here you select the name of the object that the field you wish to select is within. In the example discussed previously, we would like the user to enter the quantity of products that a customer is interested in. This field is within the Opportunity Product module, so "Opportunity Product" is selected.
   2. Field: Using the drop down selection box, select the name of the field that you wish to display in a column.
   3. Size: You must specify the column size, in pixels. The Quick Selector object on an iPad is 768 pixels in width. Columns will be scaled to fit, so exact values are not required.
   4. Is Hidden: If you wish to hide a column within the Quick Selector, you can set this value to Yes.
4. Click on Save to save your changes.
5. Repeat steps 7 to 9 above to define all other fields that you wish to display
6. Select Context Settings in the Navigation Menu
7. Select the name of the parent module that you defined when setting up the Quick Selector list
8. Ensure that the Quick Selector item is selected in Quick Selector drop down menu.
9. A new CAD will need to be sent to devices.

To change the sort order:

1. Select the specific Quick Selector you wish to edit under the heading 'Quick Selector' in the Navigation Menu
2. Click on the button 'Order Change'. A window will pop up that shows your columns.
3. Click and Drag the columns to re-order their position.
4. Once done, either click 'Update' to save the order change, or the 'X' to cancel and return to the previous arrangement.