Contents
What are Predefined Searches in Data Designer?
Definition
Use Predefined Searches to create system-wide searches that can be accessed by User Groups in your Veloxity system.
How can I use Predefined Searches in Data Designer?
Create important system searches so your users can find data quickly.
System Searches are always accessible. Users don't have to create these searches themselves.
Users select these Searches from a list of choices.
Tip: Creating System Searches helps to focus users on particular data sets.
Where can I find Predefined Searches in Data Designer?
Predefined Searches are located in Veloxity App Setup.
From the Main Menu, click My Profile > App Setup > Data Designer > Predefined Searches
Navigating Predefined Searches in Data Designer
You are looking at a screenshot of Predefined Searches in Data Designer:
Figure 1. Using Predefined Searches in Data Designer.
How can I use Predefined Searches in Data Designer?
Use Predefined Searches to create system searches for user groups.
There are two ways to create Predefined Searches in Data Designer:
The first is to Configure Searches using the Preconfigure Searches component on the Data Designer tool:
- Create the Search Term. See How can I define the search term? for more information.
- Click Save.
You are looking at a screenshot demonstrating how to Create a System Search Using Predefined Searches in Data Designer:
Figure 2. Create a System Search Using Predefined Searches in Data Designer.
The second method of creating Predefined Searches is through Data Designer Layouts.
When you create a new search in Layouts, the search will automatically be saved in Predefined Searches.
- Click Layouts.
- Select Data Type.
- Drag New Search into Layout.
- Click Create New Search.
- Configure New Search. See How can I define the search term? for more information.
- Click. Save
Tip: The search you created in Layouts will also be available to select in Predefined Charts.
You are looking at a screenshot demonstrating how to Create a Predefined Search Using Layouts in Data Designer:
Figure 3. Create New Predefined Search from Layouts.
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