Edit an Existing Search

You can edit an existing custom search or a legacy search. Standard searches are not editable.

To edit an existing search:

  1. Open a search:
    • From the Select Searches list, click Edit Search next to the search you want to view.
    • From a lookup list, click Search. The New Search dialog box displays and includes a list of the records related to the lookup. Click the More Search Options link to open the New Search dialog box with the Search Criteria grid.
    • From the Reporting application, click the Reports tab, and select a specific report in the Reports grid to open the report form. Click on the Records Included list, and select an existing search from the list or the Search option to open the New Search dialog box.

    If the search is a legacy search, you must open the legacy criteria and save it as a new search. This allows you to take advantage of applying new criteria and advanced settings to the search.

  2. Enter and save the search criteria. Refer to the Build a Basic Search and Build an Advanced Search procedures for detailed information.