Configuring Search Options

Permissions required

Set User Options - To define and modify Options in the Options dialog box.

Talisma enables you to locate Object items quickly by using the Search tab in the Left pane. You can locate Object items based on the Properties that are displayed as search fields in the Search tab. By default, the Search tab lists predefined Properties. However, you can change the Properties displayed as search fields by configuring the Search tab.

You can also locate Object items using the Find <Object> dialog box. You can locate Object items based on the Properties that are displayed as search fields in the Search for area. By default, the Search for area lists predefined Properties. However, you can change the Properties displayed as search fields by configuring the Find <Object> dialog box.

The Search tab in the Options dialog box enables you to configure the Search tab and the Find <Object> dialog box. In this tab, you can select the Properties that must be displayed when you perform search operations in the Search tab and Find <Object> dialog box, to locate Object items. For an Object, you can select the Display all items by default check box for the Find <Object> dialog box to display all items in the Result pane as soon as the User opens the Set <Object> or the Find <Object> dialog box.

You can configure the Search tab and Find <Object> dialog box in the following ways:

To Configure the Search tab from the Tools Menu

a. In any Workspace, from the Tools menu, select Options. If you are in the Analytics Workspace, select Options from the Talisma menu.

The Options dialog box is displayed.

b. Click the Search tab.

c. In the Object list, select the Object for which you want to configure the search conditions in the Search Tab.

d. In the For list, select Search tab in Workspace.

The Properties area lists the Properties that belong to the selected Object, and the Search Properties area lists the Properties that are currently displayed as search conditions in the Search tab.

e. From the Search Properties area, select a Property that you want to remove from the Search tab, and click .

- OR -

Double-click the selected Property.

The selected Property is removed from the Search Properties list.

f. From the Properties list, select a Property, and click .

- OR -

Double-click the selected Property.

The selected Property is added to the Search Properties list.

g. Click or to change the order in which the Properties must be displayed in the Search tab.

h. Click Copy Options To if you want to copy the Search Options settings to Teams, Roles, or Users.

i. Click OK.

The selected Properties are displayed as search conditions in the Search tab.

To Configure the Search tab from the Search tab

a. In the Search tab, right-click and select Configure from the shortcut menu.

The Options dialog box is displayed with the Search tab selected. The Object list displays the Object of the Workspace. In the For list, Search tab in Workspace is selected.

b. To continue configuring the Search tab, follow Steps e through i of To Configure the Search tab from the Tools Menu.

The selected Properties are displayed as search conditions in the Search tab.

To Configure the Find <Object> Dialog Box from the Tools Menu

a. In any Workspace, from the Tools menu, select Options. In the Analytics Workspace, select Options from the Talisma menu.

The Options dialog box is displayed.

b. Click the Search tab.

c. In the Object list, select the Object for which you want to configure the search conditions in the Search for area.

d. In the For list, select Find dialog box.

The Properties area lists the Properties that belong to the selected Object, and the Search Properties area lists the Properties that are currently displayed as search conditions in the Find <Object> dialog box.

e. From the Search Properties area, select a Property you want to remove from the Search tab.

f. Click .

- OR -

Double-click the selected Property.

The selected Property is removed from the Search Properties list.

g. From the Properties list, select a Property, and click .

- OR -

Double-click the selected Property.

The selected Property is added to the Search Properties list.

h. Click or to change the order in which the Properties must be displayed in the Find

i. Click Copy Options To if you want to copy the Search Options settings to Teams, Roles, or Users.

j. Click OK.

The selected Properties are displayed as search conditions in the Search for area in the Find <Object> dialog box.

Select the Display all items by default check box for the Find <Object> dialog box to display all items in the Result pane as soon as the User opens the Set <Object> or the Find <Object> dialog box.

To Configure the Find <Object> Dialog box from the Find <Object> Dialog Box

a. In any Workspace, select Find <Object> from the <Object> menu.

The Find <Object> dialog box is displayed.

b. Click Configure.

The Options dialog box is displayed with the Search tab selected. The Object list displays the Object on which the current Workspace is based. In the For list, Find dialog box is selected.

c. To continue configuring the Find <Object> dialog box, follow Steps e through j of To Configure the Find <Object> Dialog Box from the Tools Menu. The selected Properties are displayed as search conditions in the Search for area of the Find <Object> dialog box.

Note

• A maximum of six Properties can be included in the Search Properties list. If this limit is reached, the button is disabled. To add more Properties to the Search Properties list, you must remove some Properties. Select the Property to be removed, and click .

• You can restore the default settings for Options in the Search tab.

• The Display all items by default check box is disabled, when the Search Tab in Workspace option is selected in the For list.

• After selecting the Display all items by default check box, when a Talisma Client User clicks the Set Default button, the Display all items by default check box will not be cleared.

• When a Business Administrator User creates a copy of a User by selecting the Copy all settings of the selected User option, the configuration for the Display all items by default check box for that User will also be copied.