- Pick the module you want to searc
-
Field options
- Add fields
- Reorder
- Remove (hover over field for [x] to appear)
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Search criteria
- Pre-populated lists are available for certain fields
- Owner/User fields will group active users and disabled users
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Refine search results with Search Operators
- Click search
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Change display fields (Smart grid columns)
- Add/remove columns
- Reorder
- Adjust column width
- Set sort order
Save Search
- 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
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Hit ‘OK’
Saved lists will display in drop-down above the search criteria