Modify a search
To modify a search, you check it out of the object store (using Search
Designer, not Workplace or Workplace XT). After making revisions, you check it back into
the object store. This creates a new version of the search. Alternatively,
you can open a copy, modify it, and add it as a new search.
NOTE If
you change object stores, object types, or any of its subclasses in a search
you've checked out, all search criteria need to be cleared since the previous
search criteria might no longer be valid. This means you will actually be
creating a new search. Answer the message to confirm that you want this
to happen.
- Answer Yes to save any changes you've made
to the checked out search before starting the new search. You'll go
through the normal checkin steps.
- Answer No to abandon any changes you've made
since checking out the search. It remains unchanged in the object store
and you can start work on the new search.
- Answer Cancel to undo the object store change
and keep the search as it was (as if you never changed the object stores).
Check In and Check Out a Search
To check out a search
- Select Open/Check Out from the File
menu or click the Open/Check Out button.
- Navigate to the object store and folder.
- Select the search and choose how you want to open it.
- Under Open As, do one of the following actions:
- Choose Check Out to modify the search
and check it back in as a new version.
- Choose Copy to get a copy of
the search, which you can modify and save as a new search. If the
search is already checked out, you will use this option to assume
a checkout.
- Click Open to open the search (or just
double-click the search).
To check in a search
Use Check In to put the search back in the
object store as a new version.
- Select Check In from the File
menu or click the Check In button.
- Enter property information, and then click Next.
- Enter security information, and then click Finish. See Update
security for more information on modifying your security settings.
To cancel a checkout
- Select Cancel Checkout from the File
menu or click the Cancel Checkout button.
You return the search to the object store without modifying it. This
keeps the search at the same version. To cancel a checkout using an
Alt key sequence, press Alt+F. When the File menu displays, release
both keys, and then press "h." If you don't release both
keys, the Help menu displays instead.
To save your current changes
- When you are finished making changes to your search, click Save.
You might want to do this to capture current changes and keep working
on the search. You must check the search in to test it. When you check it back into the object store, these saved
changes will be applied to the new version of the search. If you cancel
the checkout, saved changes are discarded.
Assume a checkout
By default, only the person who checks out a search (plus the administrator)
can check it back in. When an administrator needs to check in or cancel
your checkout, he or she must assume your checkout. You might even need
to do this yourself. For example, if you close Search Designer without
selecting File >
Exit and you have a search checked out, that search will
be "stranded" in a checked-out state in the object store. Since
it was never checked in, anyone who tries to check it out will see that
the Check Out option is unavailable (in the
Open/Check out dialog box).
To assume a checked out search, use the Copy
option. As long as you checked it out originally or you are an administrator,
you can assume the checkout and then check it in or cancel the checkout.
The person assuming the checkout will see the following message: "You
have sufficient permissions to assume the checkout. Do you want to assume
the checkout?"
Answer Yes to modify the search and check
it in or cancel the checkout. Answer No to
get a copy of the search. If your checked-out search is assumed by someone
else who checks it in or cancels the checkout, you will get an error message
if you also attempt to check it in or cancel the checkout.
To modify an
earlier version
Use this procedure to get a copy of an earlier version of a search to
use as a starting point for a new stored search or search template.
- Choose Open/Check Out from the File
menu or click the Open/Check Out button.
- Navigate to the search.
- Click the Details button if working in icon view.
- Click the Version List Toggle button
to view the available versions. You can enlarge the dialog box and adjust
the column widths if necessary.
- Select the version you want to open as a Copy
and click Open.
- After making appropriate changes, add the new search to an object
store. Click the Add New button or select Add New from the File
menu.
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