Working with search

How to use search properties

Prelim enterprise users can utilize the search feature, which scans through all applications within the accessible folders and locates the desired application.

To initiate a search, you need to choose either a default search property from the 'Search By' section or opt for a custom search property.

• Default search properties are prebuilt and configured to assist you in refining your search by leveraging the numerous data points we monitor. Each search property comes with modifiers to assist you in refining the search. Additionally, administrators have the option to hide default search properties as per the institution's preference.
• Custom search properties are the various data points your organization uses, in addition to our default search properties. These utilize the inputs you've created within forms to gather the information. You will need a special permission to create and edit these properties within the Build tab.

How to add use custom search properties

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Special Permission Required

To create and modify custom search properties you will need the right permission on your role.

In order to create a custom search property, you need to possess the appropriate permission. When creating a custom property, you should initially pick an icon and color to distinguish properties for your own team or other teams. After assigning a name, you are required to add the corresponding input ID's. Custom search properties also offer the option of being hidden or removed.

How to organize columns

To customize your search results, you can click on the 'columns' button located next to the search button. This opens up the columns panel, enabling you to toggle column visibility and arrange them through drag-and-drop for your preferred order. Moreover, columns can also be rearranged by dragging and dropping directly within the table. You also have the option to expand or condense column widths for a more customized view.

How to use recent searches

Beneath the search properties, you will find the latest searches, including all attributes and values previously entered within them.

How to open applications

To access an application, just click on the 'open' button located in the leftmost column of the table. Upon opening an application, you can use the 'back' button to return to your previous search. Additionally, you have the option to right-click the button for opening in a new tab.