Creating and Testing Stored Searches

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

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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.

Creating and Testing a Stored Search

Open the Navigation Menu, then:

1. Open 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.

   

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.

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.