To make a search available to users, you must add it to
a folder in an object store. If the folder you want to use does not
exist yet, you can create it before or while adding the search. See To
add a new folder or To
add a folder prior to creating a search below.
Note: Use
the Application Name property to indicate a stored search or search
template be used with a specific application. For example, RM could
be the property value for Application Name. The stored search or search
template defined with this property will then be only used with Record
Manager.
If this property value is left blank, the stored
search or search template can be accessed from Workplace XT.
To add a new folder:
When saving a search, you can create
a new folder in which to store your search.
- Navigate to the object store where you want to add a folder or
to the folder in which you want to add a subfolder. (Click Browse if
necessary.)
- Click the Add New Folder button.
- Choose a class for the folder. (Click the Browse button
to see if there are additional choices for the Class field. Click
an up-pointing triangle on Windows or
right-pointing triangle on Mac to show more classes.) Different folder
classes might display different properties.
- Enter at least the required property data (indicated by a red
asterisk) and click Next (to set security)
or Finish.
- Review or update the security on the folder (if you clicked Next)
and then click Finish.
You can now finish saving the search as described at the top
of this page (in Step 4).
To add a folder prior to creating a search:
- In Browse, select the object store.
- Navigate to the folder in which you want to create a new folder
or stay at the root level of the object store.
- Click the Add New Folder button.
- Complete steps 3 through 5 above for adding a new folder.