Adding a Search Group

To add a search group

To add a search group

  1. On the Navigation Tree, click Report Warehouse, then click Document Retrieval and select Search Groups.

  2. Click clip0002 on the Search Groups page.

  3. Search Group Name: Enter a unique name of a new search group.

  4. Description: Optionally, enter any text defining the search group.

  5. Available Searches: The searches from this pane may be assigned to the current search group. To add a search, drag it from the left pane to the right pane.

NOTE: You can search for a particular query by typing (part of) its name in the Filter by field and clicking Apply.

  1. Assigned  Searches: Displays the searches selected by an administrator for the current search group. To remove a search, drag it to the left pane.

  2. To save a search group, click the Save button.
    The system saves the new search group to the database and displays the updated Search Groups page, if the operation is completed successfully.

  3. To reset the values, click the Clear button.

  4. To close the Search Groups page without saving, click Cancel. Keep in mind that no changes will be saved.

NOTE: If you assign a search to the current search group, the system automatically excludes it from the search group, which had contained it before. If you exclude a search from the search group, it will not appear in MSClient.