Global Search Settings
Overview
Global Search Settings — Business Overview
Global Search Settings is a configuration document used to control how people in the organization search for information across Dafater. Its purpose is to make finding business records faster, more accurate, and more consistent with how the organization works on a daily basis.
This document does not store business data itself. Instead, it defines how users experience search when looking for customers, employees, transactions, documents, or operational records.
What Global Search Settings Is Used for in Business Operations
In day-to-day operations, employees rely on search to quickly access information. Global Search Settings helps the organization:
- Improve productivity by reducing time spent looking for records
- Ensure important business documents are easily discoverable
- Standardize search behavior across departments
- Support faster decision-making by enabling quick access to data
By setting clear search rules, Dafater becomes easier to navigate for both new and experienced users.
Prerequisites or Setup Requirements
Before using Global Search Settings, the organization should:
- Have core business records already in use (such as customers, suppliers, employees, or transactions)
- Understand which types of information users search for most frequently
- Decide which records should be easy to find and which should be restricted or less visible
Typically, this setup is done during initial system configuration or when improving usability as the business grows.
Typical Workflow and Business Fit
The usual business workflow for Global Search Settings is:
Review user needs
Management or operations teams identify what information staff commonly search for.Define search priorities
Decide which business records should appear prominently in search results.Apply Global Search Settings
The settings are saved and become effective for users immediately or after a short refresh.Monitor usage and feedback
Feedback from users helps refine search behavior over time.
This fits into broader business processes such as onboarding new employees, scaling operations, or improving efficiency in high-volume environments.
Key Business Scenarios Where Global Search Settings Is Essential
Global Search Settings is especially valuable in situations such as:
- Fast-paced operations where staff need instant access to records
- Customer-facing teams that frequently search for customer or account information
- Management and supervisors who review multiple documents daily
- Growing organizations where data volume makes manual navigation impractical
Without proper search settings, users may waste time or miss important information.
Important Considerations for Users
When working with Global Search Settings, users should keep in mind:
- Changes affect how everyone searches, not just one person
- Overloading search results can reduce clarity and usefulness
- Search settings should reflect real business priorities, not theoretical ones
- Periodic review is recommended as business processes evolve
Well-maintained Global Search Settings ensures Dafater remains intuitive, efficient, and aligned with how the business actually operates.
Basic Information
- Module: Desk
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| allowedinglobal_search | Search Priorities | Table | Global Search DocType | Defines DocTypes prioritized for Dafater global search results |
Child Tables
Search Priorities (Global Search DocType)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| document_type | Document Type | Link | DocType | Dafater document type included in global search scope |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |