The Search navigation controls feature enables you to create an ad hoc search, based on any standard, personal, shared, or complex search listed in the
Saved Searches pane. Use the
Record Selection pane of the Search navigation control to select either a single or multiple search record(s) for an ad hoc search.
To create an ad hoc search based on your record selections:
-
From the Search navigation control () at the top of the hub or application form, click
to display the
Saved Searches and
Record Selection panes.
-
In the
Record Selection pane, select one or more record checkboxes to include either a single or a subset of records in the ad hoc selection search.
The
Select All
button appears when no record checkboxes are selected. Click this button to preserve all the existing records included in the saved search.
Vantagepoint then closes the
Saved Searches and
Record Selection panes.
As you begin to select records, the
Select All button at the bottom of the pane disappears and is replaced by the
Done button.
-
Click
Done.
The
Saved Searches and
Record Selection panes close, the word
Selection appears in both the Search navigation control (
) and in the list of saved searches, and the paging control shows the total number of records available in the current ad hoc search.
Note: The word
Selection denotes an ad hoc search. Only one
Selection is available at any given time in the
Saved Searches pane, which will remain unchanged until you either update the selection or create an ad hoc search.
When you create new records, the
New Records label appears in the Saved Search control. You can then page through and track the new records until you either select a different saved search or navigate to a different form or application. For more information, see the
Use Search Navigation Controls to Filter Records and
Use Search Navigation Controls to Track New Records help topics.
For more information about
Vantagepoint Search features, see the
Edit an Ad Hoc Search Selection
,
Search Navigation Controls, and
Search Hub Records help topics.