Edit an Existing Search

You can edit an existing personal or shared 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 Saved Searches list, and select an existing search from the list or the Search option to open the New Search dialog box.
    • From the Reporting application, click the Favorites tab, and select a favorite report in the list to run it. If you want to use different or additional grouping and sorting, formatting, and layout options for the favorite report, click the Show favorite options icon to display the report form and make your selections. When finished updating, click Save on the Actions bar to open the Update Favorite dialog box. then, click Save to update the report. You can rename the report in the Name field and change or include any additional roles to access the report in the Save For field.

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

  2. Enter and save the search criteria.