Search Forms

Predefined search forms can be provided to users who need an overview of currently existing objects based on search criteria.

Useful for Following Tasks
Providing an overview of currently existing objects based on search criteria.

Essential information about search forms can be found in the user help:

Scenario

Objective
The “Legal Services” department needs all contracts of a certain year per business unit.

To achieve the objective, proceed as follows:

Navigate to “Templates and Presettings” > “Presetting Collections” > “desired presetting collection”.
Create a search form.
Define the search criteria (object class and values of properties).