Overview
Selection dialogs appear when a workflow needs the user to choose an existing customer document or customer record. They make follow-up transactions safer by linking to the right source.
Where To Find It
Path: Customers > Selection dialogs inside customer workflows
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users search or filter the selection dialog, choose the correct record, confirm the selection, and return to the active transaction with the selected document linked.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the workflow that requires a source customer document.
- Use the selection dialog to search by customer, date, reference, or document number.
- Highlight the correct record and review the key details.
- Confirm the selection and return to the active workflow.
- Check that the selected source document is now linked correctly.
Best Practice
- Choose carefully when multiple documents have similar references.
- Use date and customer filters to reduce mistakes.
- Confirm the selected document before continuing the transaction.