User Guide

10.4

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Search Page

When you perform a search from the

box in the application header, the

page appears in the

tab. A search returns a list of records that satisfy the search criteria.

Use the

page to review the search results. You can expand a record in a search result to view the summary of record details. To refine the search results, you can use filters.

You can group the records that appear in search results based on the business entity types. If you group records, you can look for records in the relevant business entity type groups.

The following image shows a sample

page:

Results total

Search Results panel

Actions menu

Search box

Filter panel

The

page includes the following sections:

Results total: Displays the total number of results found based on the search string that you enter in the
Search
box.
Search Results panel: Displays the total number of results found and lists the records that are part of the search results. You can group the records listed in the search results by business entity type.
Actions menu: Displays actions that you can perform on the record. For example, you can open the record in a view, such as the
Business Entity
view, or you can create a task for the entity.
If your MDM administrator created a custom view for this purpose, the name of the view might be different.
Filter panel: Displays the filter criteria to filter the search results. Use filters to refine the search results based on the filter criteria that you select or enter a value for. You can hide the
Filter
panel if you do not need to filter the search results.
Filter criteria: Filter properties that you can select or enter a value for to refine search results.

Rename Saved Search

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User Guide

User Guide

Search Page

Search Page