GP - Sec - View Editable Search Results

  1. Access the Search Interface.
  2. Perform either of the following depending upon your requirement:
    • Double-click on a search.

      Note: The search results will display live or cached/saved results depending on the option selected in the Schedule tab. For more information, see Create a Search.

    • Right-click the search and select icon-viewliveresult View Live Results. The live search result for the selected search displays.
    • Right-click the search and select icon-viewcachedresult View Cached Results to view the cached search results.

      Note: This option will only display if the search has been scheduled to run from the Schedule tab. See Create a Search for details.

The following actions can be performed on the search results page:

  1. Refresh Data: Click Refresh to update the latest changes made to the entities and/or objects in the search and reflect those changes in the selected search. When viewing the cached results a drop-down list displays next to the Refresh icon that lets you choose if you want to view the cached or live results.
  2. Grouping and Filtering Search Results: Click Switch Filter Mode. The following options can be utilized in filter mode:
    • Filter by column: Click a column name to sort it in the ascending order, and click it again to sort it in the descending order. For more advanced filter/sorting options, you can type a value in the text box below a column and click Filter next to it. A drop-down list of operators displays. Select an operator to narrow down the records for the selected column.

      Note: See the Filters topic for more details on filter options.

    • Drag and Drop a Column: Drag and drop a column header on the top of the search results window to group the results by that column.

      Note: Please see the section on the Grouping tab in Create a Search for details on other grouping options.

  3. Edit a Search: Click Edit Search Criteria to modify the search criteria.

    Note: See Edit Search Criteria for more details.

  4. Export to Excel: Click icon-export.to.excel Export To Excel option to export the search results to an Excel Worksheet.
  5. Export to CSV: Click icon-export.to.csv Export to CSV option to export the search results to plain text.
  6. Editable Search Result: When "Is Search Editable" option is marked true in the Editable Objects tab of the selected View Definition, icon- editable-search icon will be displayed in the search result next to the Export to CSV link.

    Note: Mouse hover tool-tip is provided with distinct icons to explain the types of editing can be done in the search results.

    • Editable Hyper-linked Icon: This icon-hyperlink icon denotes that the fields can be edited on a click and viewed on a right-click.
    • General Editable Icon: This icon-editable-fields icon denote that the fields can be edited on a click.

      Note: These icons will not be displayed in search results in case the field is marked as "IsReadOnly" from System Fields screen. One cell at a time is editable in a search. Changes are saved automatically on a click outside the cell.

      search-results

Note: The edits made to the fields will automatically reflect on other pages/rows in the search having the same data.

See Also

Utilize the Search Interface

View the Search Interface

Create a Search

Edit Search Criteria

View Search Results

Execute an Ad-Hoc Search

Bookmark a Search