Create a Custom Search

If none of the default searches meets your needs, create a custom search. You can save a custom search for future use.

To see the criteria for a custom search, hover over the search name if the search is saved, or hover over Custom if it is not saved.

To create a custom search:

1. Display the search drop-down list at the left end of the search field.
2. At the bottom of the drop-down list, click Custom to display the Custom Search dialog box.
3. If you intend to save the search, enter a name for it in Search Name.
4. If you want other users to be able to use the search, click +Save Options and select one or more of the following:
   • My Role: All users with your security role can use the search.
   • Everyone: All users can use the search.
   • Specific roles: Users with the specific security roles you select can use the search.
5. Use the other search fields to enter filter values to restrict the list of records that the search returns.

   Deltek provides a default set of fields on this dialog box. However, if you need to filter the records search based on values in other fields, you can click + Add Field at the bottom of the dialog box to add a field to the dialog box.

6. Do one of the following:
   • To save the search and then perform the search, click Save.
   • To perform the search without saving it, click Apply.

   The Custom Search dialog box closes. The search field on the hub or application form displays a drop-down list of the records returned by the search.