Running a Quick Search

A Quick Search can be run from the Application Toolbar or from the Quick Search option itself.

To run a quick search:

  1. In the Application Toolbar, click Quick Search to open the quick search options.
  2. In the Searches dropdown menu, select a search from the list of predefined quick searches.
  3. Specific search fields (related to the selected object type) are shown. An example is shown below:

    Link to Running%20a%20Quick%20Search.gif

  4. Fill in the search criteria in the fields and click Run.
  5. The Search results are shown in the right pane.

  6. Click on any result to view its profile card in the right pane.

The available actions that can be performed on a search result are presented in the Actions dropdown menu. The actions available depend on the results presented. Typical actions in this menu are Delete, Initiate Process, Add to Favorites, Display Attributes, Tree Filter. See Actions Menus for details on each of these options.