Acumatica 2020 R2 ushered in many exciting new features. In this blogpost, I will share a user interface feature that offers a list of recently viewed records in the system.
The use case of this functionality is to allow users to navigate to the records they have recently used or viewed. While the ‘Back’ key for the browser allows users to go back to the previous page or view history, it is limited as a front-end tool that only tracks page views on a specific browser and in a specific session. If a browser window is closed and browsing history cleared, view history is lost. And if you’re like me who use different browsers, it is not possible consolidate viewing history.
The Recently Viewed function in 2020 R2 is a server-side function specific to each individual user. The system keeps the last 500 records a user has interacted with and displays them in the Recently Viewed workspace. For easy access, Acumatica puts this button to the right of the universal search box as shown below.
Figure 1: The location of the Recently Viewed button
Clicking the button opens the Recently Viewed workspace, which has 3 panes for the following lists:
1. Record Types – This list on the left pane groups records by type (e.g. Employee, Email Account and Project). When a record type is selected, the middle pane displays the records of only the selected type.
2. Records – This list in the middle pane displays the last 500 records the user has interacted with. This corresponds to record type All.
3. Favorite Records – This list on the right pane displays the records the user has marked as favorites for easy access to them, regardless of when they were last accessed. To add a record to this list, click the ‘star’ icon next to the record in the middle pane.
Another useful feature in the Recently Viewed workspace is the modified search functionality. When this workspace is opened, the system runs the search only among the last 500 records for the user. Once this workspace is closed, the system returns to running system-wide search.
Any questions? Give us a call!
Eric