Managing Search Forms

In the client, Content Manager Administrators can create many Search Forms that become available for you to use in the Web Client to search for Content Manager objects. As the list of available Search Forms could become quite large, you can create your own list of Favourite Search Forms for each object type to make searching for items using Search Forms an easier task.

Adding a Search Form to the Favourites

To create the list of Favourite Search Forms that are available on the Search Form drop-down list:

  1. From the global Search panel, click the Content Manager object selector and select the Content Manager object type, e.g. Records, Locations, User Labels.

  2. Click the Form Search and then click View Search Forms.

    The Search Forms page appears as new tab.

  3. Click All Search Forms, this will search for and display all available Search Forms.
  4. Click on the Search Form to be added to the Favourites list, click Add to Favourites

This Search Form will now be available in the Favourites list on the Search Forms page, but will also be available from the Search Forms drop-down list for it's Content Manager object type.

Removing a Search Form from the Favourites

To remove a Favourite Search Forms from the Favourites lists:

  1. From the global Search panel, click the Content Manager object selector and select the Content Manager object type, e.g. Records, Locations, User Labels.

  2. Click the Form Search and then click View Search Forms.

    The Search Forms page appears in a new tab.

  3. Click Favourites, this will search for and display all your Favourite Search Forms.
  4. Click on the Search Form to be removed from your Favourites list, click Remove from Favourites

This Search Form will no longer be listed on Options menu.