Creating a Quick Search

Optiva administrators use the Search <object> forms to configure Quick Searches.

  1. Select a Search object in the Search menu.
  2. Click Create New Object and specify a name for the Search Object. Click OK.
  3. Specify a description for the Search Object.
  4. Select Quick Search Enabled. This is the field that enables users to see the Search object in the Quick Search Lookup list. All Quick Search controls are hidden if this check box is not selected.
  5. Specify Quick Search criteria in Simple mode. Optionally, add more than one set of criteria to your Quick Search. Click Add criteria field set to add a maximum of five sets. To remove a set, click Remove this criteria field set.
    Quick Search Visible
    Select this check box to display the corresponding field in the Quick Search form.
    Lock in Quick Search
    Select this check box to indicate that field is read-only in the Quick Search form. Users cannot change this value when they open the Search <Object> in the Quick Search form.
    Required in Quick Search
    Select this check box to require the user to specify a value in the Quick Search form.
    Quick Search Order Text box
    Specify a number in this text box to set the order of fields in the Quick Search form.
  6. Click Save.
  7. Click Search to test the Quick Search criteria from the Search <object> form. The search results are displayed in the Search Results tab.
    Note: While you can create a Quick Search and include criteria that are not included for Quick Search, we do not recommend doing this as the results from this symbol search will be different than running the search as a Quick Search. Any non-Quick Search enabled criteria are ignored when executing the Quick Search.