Docks
General Overview
The tabs on the left side of a Lookup screen are referred to as “docks”. Docks are used to further narrow down the database based on the specified criteria. The dataset displayed within each dock is an accurate representation of the current database. Next to each dock title is a number or icon.
Number | A number indicates the number of records matching the criteria for the dock. For example, if a record is edited and no longer applies to a specific dock, the record will be removed from the dock when the Lookup screen is refreshed. |
Loading  | This icon indicates that the dock’s query is still loading. If the query is successful, a number will appear in the icon’s place. If the query is unsuccessful, a warning icon will appear in the icon’s place. |
Warning  | This icon indicates that the system ran into an issue while running the query. If one or more Lookup docks show this icon, please contact your system administrator for support. |
A number of standard queries can be added as Lookup docks for a variety of uses, such as:
- Work Queues(for example,Open Classification Requests)
- Staging Data(for example,FTZ Staging Receipt Transactions)
- Summary Pages(for example,DPS Blocked Parties)
Customized queries can also be added as docks to a Lookup screen. For security purposes, docks can be made visible or hidden based on Security Group permissions.
Opening a Dock
To open a dock, click a dock name.
The screen will reload and display the dock results in a new grid. The header will match the name of the selected dock.
Each dock displays key information specific to that record. The fields shown on the Lookup grids are customizable according to your preference.
Showing and Hiding the Dock Menu
To make more room on the screen, you can hide the dock menu. You can do this by clicking the tab on the left of the screen.
The screen will refresh to show the grid without the docks. Clicking the tab again returns the dock menu to the screen.
Related Content
-
Product Lookup
Format:
Article