Create and Organize Searches
The Vantagepoint search functionality allows you to create new searches, update existing searches, and build folder directories in which you can save and organize your searches.
Videos
Title | Description |
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Learn how to perform basic searches. |
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Learn how to create advanced searches, including how to use conditions to filter the scope of the results. |
- Related Topics:
- Organize Searches
After creating a search, use folder options to build directories in which you save and organize your searches. - Create a New Search
You can create searches in many application areas. - Build a Basic Search
Use a basic search to find records based on multiple fields and operators that you select in the Search Criteria grid. - Edit an Existing Search
You can edit an existing personal or shared search or a legacy search. Standard searches are not editable. - Add a Field to a Search
Use the Search Criteria grid to specify the fields, operators, and values that you want to include in the search. - Change the Order of Search Conditions
The order in which conditions display in the Search Criteria grid is the order in which they are executed in the search. You can change this sequence. - Save a Search
You can save new or updated searches to the Select Searches list for reuse. You can also create folder directories to organize your searches. - Share a Search with Other Roles
Shared searches are standard or advanced searches that you create to match your business requirements and share with other roles or team members. - Use a Quick Find to Locate a Search
The Quick Find displays on the Searches List and allows you to enter all or part of a search's information to locate and open the search. - Preview the Search Results
After building a search, you can preview the actual list of records and the total number of records that match your search criteria. - Clear a Search
You can remove a search expression from a saved or legacy search in order to select and build a new search.
Parent Topic: How to...