To create administrator level search criteria:Search criteria templates offer a convenient way to save frequently used search criteria. Search criteria can be created either by administrators or end users. Administrator-created search criteria templates are available for all users. User-created search criteria are available only to the particular user who creates it. When a default search criteria template for a particular object is defined by a user and administrator, the user-defined search criteria template takes precedence.
You can create item search criteria and import formats for the following business entities:
Item
Item Organization
Item Revision
Item Supplier
Item Supplier Site
Item Supplier Site Organization
Because search criteria templates contain primary, operational, and user-defined attributes, they are always defined in the context of an item catalog category, structure type, or change category (depending on the object for which a criteria template is created).
The following figure shows the Update Search Criteria page, with the criteria template for the item catalog category Capacitors. Begin by listing the common attributes a typical user might search for when using the item catalog category Capacitors. Here, attributes such as Capacitor Tolerance and Capacitor Voltage, among others, are specified. After adding attributes, you can specify operators and values to further restrict the scope of your search.
To create administrator level search criteria:Administrators can create search criteria from the respective item catalog category definition page for an item, the structure type definition page for a structure, or the change category list page for a change object. You can access these pages via the Setup Workbench link on the Applications page.
From the object's definition page (either the Basic Information page for an item catalog category or structure type or the Categories page for a change object), click the Search Criteria link.
Note: On the change management Categories page, click the Search Criteria icon in the row of the category for which you wish to create search criteria.
Note: The Packaging BOM structure type Basic Information page has no link to Search Criteria. You can check Display Formats and Import Formats from the Setup Workbench Structures tab.
On the Search Criteria Template page, click Create.
On the Create Search Criteria page, provide a name and description for the search criteria. You can set this search criteria as the default search criteria for the object by clicking Set as Default. Note that the name of the respective item catalog category, structure type, or change category already appears. You have the option of copying an existing item catalog category, structure type, or change category search criteria and combining the respective attributes with those you wish to add to this search criteria.
Click Add Criteria to add search criteria.
If you simply wish to locate a single attribute, enter its name and click Find. To search for attributes by business entity (for item catalog categories only) and attribute group, select the business entity, click Go, then select the attribute group and click Go again.
For change categories, search for attributes by change category.
For structures, search for attributes either by structure type (you do not need to specify a structure type because you are always in the context of a structure and structure type) or by catalog category. To search for attributes by structure type, select Component. To search for attributes by catalog category, select Item.
On the Add Criteria page, you can move search criteria back and forth from the Available Criteria list to the Selected Criteria list via the Move, Move All, Remove, and Remove All shuttles. When finished, click Continue.
Back on the Create Search Criteria page after adding criteria, you can specify operators and values to further refine the search criteria. For example, when searching for Capacitors, you may always want to include Capacitors with a Capacitance value that is between 5 and 30 uF (microfarads)--in this case you would add the attribute "Capacitance Value" to your search criteria, then select the operator "between," and specify a minimum value of "5" uF and a maximum value of "30" uF.
Note: For multi-row attributes with a value set, the distinction between the operators "is not" and "none of which is" is as follows:
is not
Returns any record containing at least one attribute value that is not the value specified. For example, suppose you have a multi-row attribute for "Color." If you specify an operator and value "is not" as "Red," then the search results will include records where there is at least one attribute value for "Color" that is not "Red."
none of which is
Returns any record where none of the attribute values is the value specified. For example, suppose you have a multi-row attribute for "Color." If you specify an operator and the value "none of which is" as "Red," then the search results will include records where none of the attribute values for "Color" are equal to "Red."
To clear the criteria values, select the criteria and click Clear. To delete criteria attributes, select the criteria and click Delete. To copy a criteria attribute and it's value, select the criteria and click Duplicate.
Suggestion: All of the operators except for "contains" are case sensitive.
Click Apply to save your search criteria definition.
To create user level search criteria:Navigate to the Advanced Search page for items, change objects, or structures.
For items, click on the Item Advanced Search link in the Applications tree menu. For change objects, click on the Issue, Idea, or Change Advanced Search link in the Applications tree menu. See Searching for Items in a Structure for instructions on how to navigate to the Advanced Search page for structures.
On the Advanced Search page, select an Item Catalog Category or Change Category (whichever is appropriate for your context) and click Go.
Skip this step for structures.
Click Personalize in the Search Criteria section.
Once in the Personalize Search Criteria page, follow the steps for "To create administrator level search criteria:" listed above. Begin at the step where you are in the Search Criteria Template page.
To update user level search criteria:Navigate to the Advanced Search page for items, change objects, or structures.
For items, click on the Item Advanced Search link in the Applications tree menu. For change objects, click on the Issue, Idea, or Change Advanced Search link in the Applications tree menu. See Searching for Items in a Structure for instructions on how to navigate to the Advanced Search page for structures.
On the Advanced Search page, select an Item Catalog Category or Change Category (whichever is appropriate for your context) and click Go.
Note: For structures, you do not have to specify a Structure Type because you are always in the context of a structure and structure type.
Click Personalize in the Search Criteria section.
On the Personalize Search Criteria page you are provided with a list of search criterion that are available for the item catalog category/structure type/change category you originally selected. You can only edit search criteria that you created. Click the update icon for the search criteria you wish to update.
On the Update Search Criteria page, you can update the name, description, set as default, and other attributes of the search criteria. You can also add/delete/copy/clear/modify criteria, corresponding search operators, and values.
Click Apply to save your search criteria definition.
