HomeClient OnboardingSales RepConfiguring a Search

1.10. Configuring a Search

You can view an existing search's configuration options, as well as create and configure new searches, using the Search dialog box. Once configured, you can use these searches to locate generated documents in your SQL repository.

Proceed to one of the following sections below for more information:

Selecting an Existing Search

You can select a previously defined search using the search drop-down list in the top left corner of the Search dialog box.

Once selected, access the search configuration options and edit them, as desired.

Creating a New Search

You can create a new search using the search drop-down list in the top left corner of the Search dialog box.

  1. In the search drop-down list, type the name of the new search.
    In the following example, a search called "New Search" is being created.
  2. Click any white space to the right of the search drop-down list (as shown by the mouse cursor below).

    The Save New Search dialog box appears.
  3. Specify one of the following save options:
    • everybody. The new search will be available to all users in the current client ID.
    • only me. The new search will only be available to you. Other users will not see it and will not be able to use it.

    The new search is saved.

  4. Access the search configuration options and edit them, as desired.

Viewing the Search Configuration Options

By default, the search configuration options are hidden on the Search dialog box.

You can access them using one of the following methods:

The configuration options are displayed on several tabs immediately below the thin line/triangle icon (and above the search results table). 

Proceed to Specifying the Configuration Options below.

Specifying the Configuration Options

Once you access a search's configuration options, you can adjust the options, as desired, to verify that the search locates the correct generated documents in your repository. These configuration options are displayed in several tabs on the Search dialog box.

Proceed to one of the following sections below for more information on each individual tab:

The options tab allows you to specify a description for the search, which can be helpful for allowing other users to easily understand how to use the search.

This description will appear immediately below the search's name in the search drop-down list.

Specifying Search Filter Settings

The filter tab allows you to specify exactly what is searched for when the search is executed.

Using at least one condition, determine what the search will attempt to locate in your repository.

In the following example, all documents whose med_plan field contains the text gold will be returned by the search.

Tip: Use the + and - buttons to add or remove conditions, as necessary to define your search filters.

Specifying Search Column Settings

The columns tab allows you to control the information that appears in the search results table (in the lower half of the Search dialog box). This table displays the documents that match your search criteria, after a search is executed.

The columns  tab is divided into the following three lists:

Specifying Search Queue Settings

The queue tab allows to you specify if the configured search will be automatically executed when certain users log into EOS.

To use this option, you need to activate it by selecting the corresponding check box (it is not active by default) and then specify a user type that will use the option.

In the following example, the option has been activated and the search will automatically be performed for all users assigned the user-admin role.

When a user with this role next logs into EOS, a Queue dialog box similar to the following example will appear, showing the automatically executed search results.

Tip: You can click the button adjacent to the wrench button (highlighted below) to change from the Queue dialog box to the standard Search dialog box.

In addition, if this option is enabled for multiple searches, tabs appear at the top of the Queue dialog box. One tab appears for each search that uses the option. In the following example, two searches appear.

Saving Your Updated Search

Once you have completely configured your search, you need to save your changes.

  1. In the upper portion of the Search dialog box, click the save button to the right of the search drop-down list.

    A message appears confirming the save.
  2. Click OK.
    Your search changes have now been saved.

Deleting a Search

You can delete any search if it is no longer useful or necessary.

  1. Using the search drop-down list at the top of the Search dialog box, select the search you want to delete.
  2. Click the delete button.
     
    A confirmation message appears.
  3. Click Yes.
    The search is deleted.

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