Home Page Searches

Overview

Home Page Searches allows an administrator to create a public saved search and make a link to the search visible on the home page of one or more users.

Authorized administrative users can add, update and delete public saved searches by clicking on “Administration” at the top of any page and then clicking on the “Home Page Searches” link on the “Administration” page.

Availability

This feature is available in Classic, APP, APP2, APP3 and APP4

Access Privileges

Only those users with appropriate administrative privileges can access this feature.

Home Page Searches

From the “Administration” page, click on the “Home Page Searches” hyperlink to display the “Home Page Searches” page. From this page, you have the following options:

1. Click on the “Add Search” hyperlink to create a new search and make a link to that search visible on the home page of one or more users.
2. Click on the “edit” hyperlink to the right of an existing public saved search to edit the details of that search.
3. Click on the “delete” hyperlink to the right of an existing public saved search to delete that search.

Adding a Search

From the “Home Page Searches List” page, click on the “Add Search” hyperlink to display the “Add Search” page. From this page:

1. Enter a name for the search.
2. Click on the “Search Criteria” hyperlink to define the criteria for the search.
3. Choose whether to Apply Security For Users Using the Search
4. Click “Submit” to save the new search.

Once saved, you can now make a link to the search visible on the home page of one or more users:

1. Click on the “Display a link to the search on the home page of ALL users” checkbox to make a link to the search visible on the home page of all users who have access to the workgroup.
2. Click on the “Remove the link to the search from the home page of ALL users” checkbox to remove the link to the search from the home page of all users who have access to the workgroup.
3. Select one or more users for the list of available users and click “Add >>” to make a link to the search visible on the home page of the selected users.
4. Select one or more users for the list of selected users and click “<< Remove” to remove the link to the search from the home page of the selected users.

Editing a Search

From the “Home Page Searches List” page, click on the “edit” hyperlink to the right of an existing public saved search to display the “Edit Search” page. From this page:

1. Change the name for the search.
2. Click on the “Search Criteria” hyperlink to re-define the criteria for the search.
3. Click “Submit” to save changes to the search.

From this page, you can also make a link to the search visible on the home page of one or more users:

1. Click on the “Display a link to the search on the home page of ALL users” checkbox to make a link to the search visible on the home page of all users who have access to the workgroup.
2. Click on the “Remove the link to the search from the home page of ALL users” checkbox to remove the link to the search from the home page of all users who have access to the workgroup.
3. Select one or more users for the list of available users and click “Add >>” to make a link to the search visible on the home page of the selected users.
4. Select one or more users for the list of selected users and click “<< Remove” to remove the link to the search from the home page of the selected users.

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