Steps in the screenshots correspond to the numbers in the headings.
Customizing searches allows you to work much more efficiently. At a minimum, you can customize a search so that you don't have to enter your Place ID each time. Only the person who created the search can delete it.
- If you made a mistake when originally setting up your search, the easiest way to handle it is to delete off the incorrect search and start again.
You will be able to determine which searches you have access to delete by right clicking on the search and seeing the options that are available.
For this example, we will use a custom search that was set up for Requisitions, but the steps are the same for any Custom Search.
1. You must go to the area of the system where you would use the search. In our example, we are using a customized search for requisitions. From the Main Menu, we will go to Inventory> Purchasing> Purchase Order.
2. In the Search Field, click on the drop-down arrow next to the green magnifying glass. All the system saved searches, as well as any searches you have customized will be shown.
3. Searches like MY POs were created by the system. Click on MY POs to Load, then Right Click to see the Options that are available to you for the My PO Option.
There is no DELETE Option available as you did not create this search.
4. ST0000 is a search I created in error and I would like to delete it. Click on it to load it.
5. Right Click to see the options associated with a Customized Search.
6. Select Delete.
You will NOT receive a confirmation message asking if you want to delete the search. It is just gone. If you delete it in error you must recreate it.
NEVER MAKE YOUR CUSTOM SEARCHES PUBLIC! They have information entered for your site only and are of no use to other sites.
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