Basics

Creating and managing search profiles

Creating and managing search profiles

To reuse one or more search criteria, you can save them in a search profile.

Creating a search profile

  1. In the overview table, in the upper right corner click .

  2. In the tab Advanced Search fill in all 3 fields of the Search Criteria.

    Information: With Add Criterion you can add further search criteria to make your search even more specific.
  3. In the field Search Profiles enter a name for the profile.

  4. Click > Save as to save the search profile.

Applying a search profile

  1. In the overview table, in the upper right corner click .

  2. In the tab Advanced Search, in the field Search Profiles, select your previously created search profile.

  3. Click Search.

    The search results are displayed directly in the table.
    In the status bar below you can see the currently applied search criteria.
  4. Click Close to close the search dialog.

    The search results remain in the table.
  5. To cancel the search, click > Reset Search.

Setting a search profile as start view

Information: You can set a search profile as start view, i.e. this search profile will always be applied when you open the page with this table, so the content of the table will be displayed to you pre-filtered.

To set a search profile as start view, follow these steps:

  1. In the overview table, in the upper right corner click .

  2. Select a search profile in the tab Advanced Search.

  3. Click > Set as start view.

The search profile is set as default, i.e. the data in the table is always filtered according to the search profile.In the status bar below you can see the currently applied search criteria.

Unsetting a search profile as start view

Information: You can unset a search profile as start view. All contents of the table will then be displayed again.

To unset a search profile as start view, follow these steps:

  1. In the overview table, in the upper right corner click .

  2. In the tab Advanced Search, select the search profile currently selected as start view.

  3. Click > Unset as start view.

    The setting of the search profile as start view is canceled.

Deleting a search profile

  1. In the overview table, in the upper right corner click .

  2. Select a search profile in the tab Advanced Search.

  3. Click > Delete.

  4. Confirm the action by clicking Delete.

    The search profile is deleted and the search is reset.
  5. Click Close to close the search dialog.