How to configure Interactive Search View? 

To configure/setup the preferred columns to the Interactive grid at My Approvals Page,

• Login to TeamConnect.

• Go to Setup >> Go to Object Definitions >> Invoice Object >> Search Views.

• For the newly created search view, the interactive checkbox should be checked. The selected Search View should be Interactive only. It cannot be a combination of Interactive and any other Search Views.

• In the Search View page, click the Results Display tab.

• Enter column name (e.g., Invoice Date, Invoice Number, Requester, etc).
• Select the options in display key ().
• Any system and custom fields can be added as a column in the Result Display tab.
• Enter the order number.
• To add a column as default column, select the “Include by default” checkbox.  This column is displayed in the Default columns list in the column picker panel otherwise displayed as an optional column.

Important: As we provide the functionality to add ample number of columns in TeamConnect, but the column limitation for the search view is set to 20 columns only. If the user creates a search view which exceeds the limit of 20 columns in the interactive grid and posts the invoice, an error popup display as shown in below screen capture:

Note: When a user copies a Search View from an existing Search View and uses it as an interactive, the checkbox in the "Include by default" column is initially unchecked. The user must ensure that the checkbox for the column which they want in the interactive grid as default should be checked in the “Include by default” column, otherwise there will be no column displayed in the grid as default columns and all the columns will be displayed as an optional column.

Note: When the user creates a new Search View from any existing search Search View (which is not interactive) containing "Span" column in the Result Display, the new Search View will be having the same "Span" column present. The user should ensure that the "Span" column is removed and this can be done by selecting the checkbox in General >> "Used for" section other than Interactive (as Interactive grid do not support the span anymore).

• In the Search Views page, click on the drop down of the option “Use this search view for workflow approvals” and select the newly created Interactive Search View.
• Click Save and Close.
• In the “My Approval” page, right click on the Search View section to select the Default and Optional Column.
• Hence, the interactive grid is seen as configured in the search view.

Note: Different types of records for approval are available on the “My Approval” page, but only the “invoice record” should be selected for the interactive grid.

Important Note:

When the user makes an adjustment on the rate column, it will have two values, i.e original rate (initial rate) and net rate (new rate). If the user wants to see both the initial value and the new value, then the user needs to add two different columns in the Setup >> Go to Object Definitions >> Invoice Object >> Search Views>> Result Display. Similarly, it is also applicable for unit, amount and discount.

For my Approval page, the user can have only one Search View which has been configured in setup through the “Use this search view for workflow approvals” option.

Custom field support for My Approvals

To configure/setup the custom columns to the Interactive grid at My Approvals Page,

• Login to TeamConnect.

• Go to Setup >> Go to Object Definitions >> Invoice Object >> Custom Fields.

• New custom columns (e.g., list check, multi value, CF boolean) are added to the Custom Fields section as needed.

• The Field types introduced are “Check Box”, “Multi-Value List” and “List” for the Field name “boolean_CF”, “list_cf” and “multi_list_cf” respectively.

• In the Search View section, a new interactive search view is created to view a custom interactive grid in the “My Approvals” page for the invoices.

• For the newly created search view, the interactive checkbox should be checked.

• The Result Display of the Search View should be configured with the newly created custom columns.

• Right click on the Search View section to select the Default and Optional Column.
• Hence, the interactive grid is seen as configured with the newly created custom columns (list check, multi value, CF boolean) in the Search View.

Note: Different types of records for approval are available on the “My Approval” page, but only the “invoice record” should be selected for the interactive grid.

To approve requests from the My Approvals page

1. Open the My Approvals page from the link in the My Approvals portal pane or by selecting Approvals from the All drop-down list on the Main menu.

2. The Requests to Approve page displays with a list of requests. If necessary, select the Record drop-down and click Search to display only certain record types.

3. Click the Approve button in the Action column of the request(s) you want to approve.

4. If batch approval is enabled for your system, you can click Approve below the table to approve all the selected requests.

5. The Confirm Approval popup appears. Enter the reason for approving the request(s) in the Internal Comment field. You can enter up to 2000 characters, including spaces.

6. Click Confirm Approval.

Invoice widget displays

All the three widgets in the grid are interactive filters.  

For Invoices By Cost, displays the details with number of invoices.

Sticky Horizontal Scroll Bar

Introduced in TCE 7.0.

Introduced Sticky horizontal scroll which displays:

• Users have the option to resize the column width in the "My Approval" page.
• If any column is manually re-sized and all the columns fail to display in the overall grid width, then a sticky horizontal scroll is visible at the My Approval page level. 
• If the adjusted width of the combined columns is greater than the width of the grid, the floating horizontal scroll bar is displayed which stays with the user as they scroll vertically over the grid.

Load all Invoice line items on the page

When the user loads the specific “My Approval” page, all of the invoices are loaded on the same page. So instead of fixing the height of the grid, all the invoices on the grid will automatically load.

Regardless of how many invoices are required, it will automatically load and there will be only one level of scrolling on the page vertically/horizontally, which is called page level scrolling and there will be no secondary or tertiary level scroll within the page (no grid-level scrolling).

Additionally, starting with TCE 7.0 PB2 onwards, when the user loads a large list of invoices on the My Approvals page, an on-screen notification stating "Large approval lists will take longer to load" appears. This improves the waiting experience for the user.

Freeze/Unfreeze Headers for My Approvals page

Introduced in TCE 7.0 PB2

When a user views a large amount of data on a single page, the header row for the My Approvals page is frozen by default, which helps the user keep track of what they are viewing. Also, the My Approval page will be equipped with dynamic sizing of the bounded box, which is dependent on user resolution, for more efficient invoice review.

1. Open TeamConnect.
2. Login to TeamConnect with Admin User.
3. Navigate to All > Approvals. The Interactive Grid is displayed.
4. The user can see that the "Unfreeze Header Row" button is displayed next to the "Clear All Filters" button.
   
5. By default, the headers of the grid are frozen when a user scrolls.
6. Once the user hover over the "Unfreeze Header Row" button, a help text is displayed as, "Unfreezing the header row loads all records at once and may reduce performance".
   
7. When the user click on the "Unfreeze Header Row" button, the text on the button is switched to "Freeze Header Row" and all the invoices are loaded at once on the same page. Regardless of how many invoices are required, it will automatically load and there will be only one level of scrolling on the page, which is called page level scrolling and there will be no secondary or tertiary level scroll within the page (no grid-level scrolling).

NOTE: The same is true when the user switches between interactive views. Each user's preference for Freeze/Unfreeze Header Row will be saved in relation to the interactive views they have chosen.

8. It should be noted that the user setting of Freeze/Unfreeze Header for My Approvals page persists for further sessions also i.e. when the user click on the "Unfreeze Header Row" button, the text on the button is switched to "Freeze Header Row" and all the invoices are loaded at once on the same page and when user logout & login again and navigate to All > Approvals, the user setting from previous session persists, i.e., text on the button is "Freeze Header Row" and all invoices are still displayed on the same page at the same time.
   

NOTE: When a filter is applied using Bar Graph and the user switches from Freeze Header to Unfreeze Header or vice versa, the "Clear All Filter" button will be disabled. It should be noted that the filters are reset when the user switches between the Freeze and Unfreeze options.

NOTE: When the header row is frozen, there will be visible white space in the grids if there are less than 6 or fewer line items. However, there is no visible white space when the header row is unfrozen.

Multi-List filtering

Introduced in TCE 7.0.

1. The Interactive grid is provided with multi-list column filtering with smart-search option. 
2. Interactive grid multi-list column filtering should filter invoices that have all the comma-separated values entered in the filter criteria.
3. When searching for values that are multi-select fields, the ',' must not be included as part of the Search String.
4. The ',' symbol must act as a string separator for the Search criteria.
5. The search strings which are separated by ',' must have the AND condition when searching for multiple strings. For Ex. if the user enters the search string as India, Singapore, then the grid must fetch results for all line items where the multi-select field has values of both India AND Singapore.
6. When the text is matched to values on any invoice, the matched string must be highlighted in ‘Yellow’ color.
7. The help text on the tool-tip is displayed hovering on the search field to identify that a field has the multi-search feature.

Note:The search operation will be performed only when a user enters 2 or more characters. So in the instance that the user enters first 2 letters of India as 'In', the search will be performed only for the string ‘In' & whatever invoices match it will be shown.

Important: If the user entered the third country (for example: Norway) which is no where in the list, the user should ensure that even the entries with 'India, Singapore' will not be displayed.

To approve request in Bulk

To approve a high volume of invoices in bulk (single or multiple invoices):

1. Select one or more invoices from the grid.
2. Click Approve Selected button.

3. A pop-up Confirm Approval page appears
4. Enter the reason for approving the request(s) in the Internal Comment field.
5. Click Confirm Approval.

6. A confirmation validation message/error message  is displayed on top of the page.

To reject requests from the My Approvals page

1. Go to the My Approvals page using the link in the My Approvals portal pane on your home page or by selecting Approvals from the All drop-down list on the Main menu.
   The Requests to Approve page displays with a list of requests. If necessary, select the Record drop-down and click Search to display only certain record types.

2. Click the Reject button in the Action column of the request(s) you want to approve.
   If batch approval is enabled for your system, you can click the Reject Selected button below the table to reject all the selected requests.
   The Rejection Confirmation window displays. Depending on whether this is the final rejection of the request and whether the request is for an invoice record, you may see up to three fields: the Internal Comment field, a Rejection Reason drop-down list, and a Comments to Requestor field.
3. Enter the reason for rejecting the request(s) in the Internal Comment field. These comments display in the Approval History.
4. If the Rejection Reason field displays, select a rejection reason.
5. If the Comments to Requestor field displays, enter comments. You can enter up to 2000 characters, including spaces.
6. Click Confirm Rejection.

Error Messages in Digest Email:

Below are the validation messages displayed in the email digest:

• Displays an error message upon clicking Update, “Please input only positive integer values in the upper and lower limit fields for the configuration of ranges in the email digest”.

• Display an error message for Date Received, “Upper limit for Pending Invoices by Date Received range for the configuration of ranges in the email digest should not be less than the lower limit”.

  • Displays an error message for empty validation, “<field name> for Pending Invoices by Date Received range is required for the configuration of ranges in the email digest”.

• For Total Cost, displays an error message, “Upper limit for Pending Invoices by Total Cost range for the configuration of ranges in the email digest should not be less than the lower limit”.

  • Displays an error message for empty validation, “<field name> for Pending Invoices by Total Cost range is required for the configuration of ranges in the email digest”.

• For Approval Days Left, displays an error message, “Lower limit for Pending Invoices by Approval Days Left range for the configuration of ranges in the email digest should not be less than the upper limit”.

  • Displays an error message for empty validation, “<field name> for Pending Invoices by Approval Days Left range is required for the configuration of ranges in the email digest”.

• Displays an error message if either of the columns Approval Days left/Due Date or Invoice Amount or Date Received is not added on the Results display of the My Approvals, “The column <name of the column field> is not available in your interactive grid for invoice approvals. To view a filtered view of invoice approvals, please select the <name of the column field> column from the right-click column configuration menu, or contact your system administrator to enable it”.