Customizing search fields Topic number: 1425412844837

Customize simple search fields by selecting which search fields are visible and how they appear.

If you regularly search with the same values, you can set these values to be displayed automatically when the Search area opens.

To customize search fields
  1. In the navigation toolbar, click Search. Search
  2. On the simple search page, right-click a search field and select Customize fields.

    Alternatively, from the List area menu, select Customize search fields.

    The Customize Search Fields dialog is displayed, showing the level (User, Desktop profile, or System) at which the currently displayed settings are saved. To remove the settings on that level, click Restore default. The settings from the next higher level are restored.

  3. To specify the number of search columns, beside Columns, click the button representing the number of columns to display (from two to six).

    Tip:

    With the Show preview checkbox selected (as it is by default), the effect of changes you make in this dialog are immediately previewed on the page.
  4. To save space by displaying search criteria labels inside the search fields, select the Embedded labels checkbox.
  5. To add search fields, from the Available search fields list, select one or more fields and click Move. Right arrow

    To hide currently displayed fields, reverse this procedure.

    Note:

    Different fields are available for the System search location than other search locations. Field customizations defined for System do not apply to the other locations, nor the reverse.

  6. To set the default value or column span for specific search criteria, in the Displayed search fields pane, select an item and click the Details on the selected search field link. Expand Complete as follows:
    1. To specify the width of the field, select a Column span value from 1 to 6.
      Example:
      For Body part, if you select a Column span of 2, then regardless of the main settings, that search field spans two columns, providing space for longer text strings.
    2. Type or select a Default value.

      This is the value that shows automatically in that field when search opens.

    The Required checkbox is not used.

  7. Under Save new settings for, select one of the following:
    • User—Select the name of the user. The settings are displayed for that user at their next login. If you save changes for the logged-in user, they appear immediately after you click OK.
    • Desktop profile—Select the desktop profile name. The settings apply to all users using that desktop profile, providing that these users have nothing configured at the user or session levels.
    • System—The settings apply to all users who do not have any settings configured on either session, user, or desktop profile levels.

    Available options are permission-based.

  8. Click OK.

    Selected search fields and values are displayed by default at the selected level.

Required permissions:

  • Can access Search area
  • Can customize search fields for themselves only, Can customize search fields for themselves and their desktop profile, or Can customize search fields for all levels

(For more on permissions, see Security roles: Concepts.)