Set Up a Custom Search (Add or Remove Fields)

By default, the fields provided are the most commonly used, but you can create your own search by adding or removing fields. It can be for one use, or you can save it for future searches.

This procedure provides an example, so the fields, choices, columns, and layouts on your page will be different. Whether you're searching for a record, running a report, or trying to find names, parts, suppliers, etc. ("find"-type pages, e.g. User Find), searches work the same throughout the system.

1. Access any list page, report, or "find" page.
   For example, if you wanted to set up a custom search for the User Find page, you would click the User Find icon next to any field that offers it (such as the Responsible field on the New 7D Corrective Action page).
   Example

2. Click Edit. The fields area expands, providing features for customizing the search fields list.
   Example

3. Select a field you want to add to the list of search fields.
4. With your mouse, hover over the name until the pointer arrow changes to a hand.
5. Left click and don't let go.
6. Drag the field name down to the field list.
7. Hover over the field you want the new field to appear above until the field name turns green.
8. Let go of the left mouse button. The new field appears in the search fields list.

To erase the information you've entered and start over, click Clear.
To remove any fields you've added and restore the default (most commonly used) fields list, click Reset.

9. Decide if you want to save the search for future use.

• If it's a one-use search, stop here.
• If you would like to use the same search in the future, continue to the next step.

10. Click Save As. An area appears for you to name the new search.
    Example

11. Enter a unique name of your choosing in the field provided.
12. Decide if you want this custom search available to others.

• If yes, click the checkbox next to Public Query.
• If no, leave the checkbox blank.

13. Click Save Query.

Searches are also called "queries" in this system.