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Creating and Testing Stored Searches

This article provides an introduction to creating and using stored searches. Related Articles. Learn about Wheelhouse's search capabilities in this article: Searching in Wheelhouse™ Why Use Stored Se…

This article provides an introduction to creating and using stored searches.

Learn about Wheelhouse's search capabilities in this article: Searching in Wheelhouse™

Why Use Stored Searches?

Stored Searches are a way of 'Quick Searching' the system without needing to remember search syntax. Stored Searches are helpful when a similar search string is frequently used or when quick access to a certain search is needed without re-typing it every time. When a Stored Search is created, it is available in a drop-down menu next to the search bar.

Open the Navigation Menu, then:

  1. Open Stored Search
    opening stored search
  2. To edit an existing stored search, click the edit icon.
  3. To create a new stored search, click the (+) or (+ New) button.
    editing or creating stored searches
  4. Fill in the fields and save the record.
  • Name: The name by which the search will be referenced in the dropdown list next to the search box
  • Type Key: The type or record to which the search applies
  • Search Text: The starting text which will populate the search box when the search is selected. Use curly brackets {variable} to prompt the user for information.
  • Display Sequence: The order of display in the dropdown list.
Do you want to request information from the user to include in your search? Try enclosing your prompt in curly brackets. For example, to create a stored search that looks only at the name field, try Name~'{Enter the name text to search}'. This will prompt the user to "Enter the name text to search."
stored search template
For tips on creating a Search Text, see the article on Searching in our system
  1. Verify that your search properly appears in the expected search menu and that it works.

For example, if you selected Type Key = "Item" then navigate to the item list and make sure the search appears in the stored search dropdown menu.

How did we do?

Searching in Wheelhouse™

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