Build a Search Based on a Legacy Search

You can run but you cannot edit legacy searches. If you want to continue to use a legacy search but need to change or add more search criteria, you must delete the legacy criteria and create a new search in Vantagepoint.

Prerequisites: open an existing search

A legacy search is imported from previous versions of the application or from legacy systems, which appears in the Legacy folder on the Select Searches drop-down.

To build a new search based on a legacy search:

1. In the Legacy folder, click to the right of the legacy search that you want to rebuild. The Edit Search dialog box opens showing the search criteria in plain text view.
2. On the Actions bar, click the Delete and Start Over option to remove the search criteria. The Delete Legacy confirmation message appears.
3. Click Delete to remove the legacy search from Select Searches list. The Edit Search dialog box refreshes and displays the Search Criteria grid where you can begin building a new custom search.
4. Click Add a Field to add a new row to the Search Criteria grid. Repeat this step as needed to add any additional search criteria.
5. (Optional) Click the Advanced Settings () feature to reorder search criteria, group and ungroup search conditions, view the search criteria as plain text, and clear the search criteria.
6. Click Save to save the new search. Once saved, the search appears as an editable custom search in the Select Searches list.
7. Click Apply to close the search dialog box and return to the application. The list of records that matches your search results displays in the Search field. For more information about search lists, see Select Searches List.