Search an Entity Relationship Path (ERP)
  1. Select Search > Entity Relationship Path.

  2. Select the required entities in the From and To drop-downs to specify the range.

  3. Drag entities from the Recent section of the Navigator to the required Entity List pane.

  4. Select Search.

  5. Specify the criteria for the entity type > Select Store.

  6. Enter a name for your ERP search in the Description field.

  7. Specify the priority for the search in the Run Priority drop-down.

    Depending on your permission settings, an immediate option will be available.

    See the Admin section for more details.

  8. Use the Must have controls to specify the number of steps by which entities must be separated:

    • = Equal to the specified value.

    • < Less than the specified value.

    • <= Less than or equal to the specified value.

    • > Greater than or equal to the specified value.

  9. Enter the required number of steps in the adjacent field.

    If you select the > or >= option, another field labelled Maximum steps displays.

  10. Select the Queue request to run checkbox to send your ERP search (as a request) to a queue to be processed in due course.

    This option displays if you specified a priority other than Immediate.

  11. Select the Stop When First Path Found checkbox to stop the search when the first path is found.

  12. Select the Source Notes checkbox beside Include in Search Path to include source notes in the search results.

    The checkboxes enabled depend on the entities you specified in the To and From drop-downs.

  13. Filter your search results by including or excluding specified entity types or entities:

    1. Select the Filter tab.

    2. Double-click the selected entity type in the Available area or use the Select icon to select the entity types you want included in the search.

      If you want to include all entity types in the search, don't select any entity types.

  14. To include or exclude entities, drag them from your Favourites list in the Navigator to the appropriate area.

  15. To set up a new ERP search, select New.

  16. Select Save to start the search.

    It will be processed by the Search ERP background process at a suitable time.

    You'll be notified if your search returns results.