Create a search
- Select search criteria
- Enter field values
- View results and adjust display
- Save search for later user
- Pick the module you want to search
- Field options
- Add fields
- Remove (hover over field for [x] to appear)
- Search criteria
- Click search
- Change display fields (Smart grid columns)
- Add/remove columns
- Adjust column width
- Set sort order
Note: Updating the above grid information will be saved with the search. If you copy this search to other users the grid layout will be copied with it.
- You can customize the search grid columns to your preference, and it will save along with the search criteria in a ‘Saved Search.’
- Once saved you can click it from the list and run it whenever you need.
- Once saved, your searches will be available on the mobile apps.
- Select ‘Save’
- Provide descriptive name
- Hit ‘OK’