Customize Searches in a Workspace

The search capability enables you to customize search criteria for database queries. You can save most frequently used searches, designate a default search, and delete searches that are no longer needed. 

To define a search:

1. In the workspace, click the chevron next to the magnifying glass. Or, select Search on the ribbon and click New Search on the drop-down list.
   You see the Search detail pane with the default fields for defining your search. The fields that are displayed vary with the workspace that is opened.

   Open

   

2. Define the criteria for your database query using the available options.
   - Make a selection from a drop-down list.
   - Select a date from the Date Selector calendar.
   - Click the ellipsis in a Data Lookup field to open a window in which you can define criteria. 

3. Click the Add icon to add other search parameters.
   You see the Fields dialog box with a list of available fields.

4. Select the field(s) you wish to add and click Apply to add them to the Search pane.

5. Click Clear All to remove all selected search criteria.

6. Select the Make This My Default Search check box to make the search criteria your default.
   The next time you log on, you see the results of this search reflected in the workspace.

7. If you wish to save the parameters for future use, click the Save drop-down list and select Save As.
   You see the Save As dialog box.

8. Enter the name in the Search Name field and click Save. 

9. When you have defined the criteria, click Search.
   The Search detail pane closes and you see the results in the workspace.