Create a Global Search

When you save a search under the Global Searches folder, you make the saved search available for all users to view and use. Moreover, any users with access to create a global search or option can create sub-folders within the global folder.

For more information, see Search Overview.

Global searches and options must have unique names. Access to saving and deleting Global Searches is a securable role setting in the EPM Security Administrator.

To create a Global search:

1. Beside the Search field, click . A search dialog box displays.

2. Minimize search by establishing criteria. You can do this by selecting a search type and specifying the needed information.

3. Click Organize.

4. From the Folder Name of the Organize Options dialog box, select Global Searches.

5. In the Save Name field, enter a name for your search.

6. Click Save.

What do you want to do?

Rename a folder of a saved search

Use a saved search

Learn more about...