If you often use the same search criteria, you can reuse the same find request by saving it as a named search. You can also use named searches to create reports.
To create a named search:
1 |
Choose New Search from the search pop-up menu on the left side of the document window (except in Browse mode). |
2 |
Type a name for the search and click OK. |
3 |
Create a find request. |
4 |
Click Store. |
To use a named search:
1 |
If you're not already in Browse or List mode, choose Browse or List from the Layout menu. |
2 |
Choose the named search from the search pop-up menu. |
To modify a named search:
1 |
Choose Edit Searches from the search pop-up menu. |
2 |
Select a search from the list, then click Modify. |
3 |
To rename the search, type a new name, then click OK. |
4 |
Modify the search criteria. |
5 |
Click Store. |
To delete a named search:
1 |
Choose Edit Searches from the search pop-up menu. |
2 |
Select a search in the list and click Delete. |