Managing search templates
You can add, modify, and remove search templates.
Adding search templates
About this task
To add a new template, complete the following
steps:
Procedure
-
Select .
The Search Templates page appears.
-
Click .
-
In the General tab, complete the following
steps:
-
Enter an appropriate Name for the search
template.
-
Select the required value for the following fields:
- Search Type
- Date Span
- Scope
- Sort By
- Timeout
- Auto Stop
- Session List Template
-
In the Search Fields tab, complete the following
steps:
-
Click .
-
Select Add Field.
The Search Field Selector dialog
appears.
-
Select the required field, or use the search bar to locate the
required field and select the field.
-
Click Select.
-
You can also create a search field group. At Step b, instead
of Add Field, select Add
Group.
The Configure Search Field Group dialog
appears.
-
Type an appropriate name and select
OK.
A folder appears in the Search Fields
tab.
-
Select the folder and click .
-
To add fields to the group, perform Step c and Step d
for each field.
-
In the Permissions tab, complete the following
steps:
-
Select or unselect the user roles.
-
Click Save.
Modifying search templates
About this task
To modify an existing searching template, complete the
following steps:
Procedure
-
Select .
The Search Templates page appears.
-
Select the required template and click .
-
Make the necessary modifications. For more information, see Adding search templates.
-
Click Save.
Removing search templates
About this task
To remove an existing searching template, complete the
following steps:
Procedure
-
Select .
The Search Templates page appears.
-
Select the required template and click .
A confirmation box appears.
-
Click Ok to remove the search template.