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Inquiry

Design an inquiry page to support users retrieving and viewing a collection of entries that meet certain criteria. Inquiry pages are a type of worksheet optimized for finding entries across different entities based on values or filters that the user provides. The resulting collection of entries is shown in tabular or matrix form, and with associated viewing options to support analysis.

Inquiry page guidelines

From the user’s perspective, the following are qualities of a well-designed inquiry page:

  • Presents a grid with columns that is optimized for viewing the results of the specific inquiry.

  • Has fields above the grid that let the user specify the criteria for the entries appearing in the collection.

  • If summary fields or additional details of the selected row are shown, these appear below the list.

  • If custom viewing options are available, these appear below the list and below any given row summary/details.

  • Includes one or two FactBoxes to give essential collection statistics, and relevant related details for the selected row.

Example of an Inquiry page

Task page showing demand inquiry

Other examples of inquiry pages are:

  • Service tasks from across service orders.

  • Demand overview from across production orders.

See Also

Concepts

Data Entry List
Overview List
Worksheet
Inquiry