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:
-
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.
- From the Select Searches list, click
- Enter and save the search criteria. Refer to the Build a Basic Search and Build an Advanced Search procedures for detailed information.
