Configure search (keyword search)
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Configure search (keyword search)

As a user, you can set up and use personal search masks and also save them as a template.

 

 

 

Step by step:

 

  1. Open the keyword search either via the PROXESS Web Client menu on top or via the “Keyword search” tile on the start page.
  2. If you want to set up a new search mask, open the search menu with this symbol: and select New.
    If you want to change an existing search mask, choose it from the selection list of the search.
  3. Now select the Configure command in the search menu.
  4. You can now set up your personal search mask:

 

Hide/display fields

Use the recycling bin symbol to hide or show fields. Hidden fields have a darkened background.

Move fields

You can move the order of the fields in the search mask with drag & drop.

Specify fixed search values

Enter recurring search values in the desired field. They will be called up automatically with the search mask.  

Example: the “North” entry in the “Region” field

Cancel/apply

You can save your new search mask with the check mark symbol.

To cancel your configuration, use the x symbol.

 

The Subject and Type fields of a search mask are mandatory fields. They cannot be hidden or moved.

 

 

Fig.: Configuration of a personal search mask in the keyword search

  1. Now you can perform the search directly with the magnifying glass symbol.
  2. To save the new settings as a template, select the keyword search menu and click on Save as.
  3. Assign a name and select OK.

 

  Tip

  

As an administrator, you can also save the created searches as a template for PROXESS user groups. You can select the desired user group in the save dialog.

 

    

Admin function

Administrators can create search masks for selected user groups: