Manage Search Tiles

Some tiles, such as Current Fiscal Year, do not have search parameters that can be changed. If you click on the Edit icon, you will get a message stating that the search contains no parameters.

If you have multiple search tiles applied, you can close an individual search tile leaving the remaining tiles in place, by clicking the X on the search tile you no longer need.  For example, if you have the Current Fiscal Year search tile applied and then do a search for Last Name using the column header filter, you will now have a tile for Current Fiscal Year and another for Last Name.  If you don’t want the results limited to only the Current FY, you can click the X on the Current Fiscal Year search tile leaving just the Last Name tile.

To remove all of the search tiles applied so your list displays all records, click ‘Remove Search.’

Additional search tiles are added each time an additional search filter is added. Search tiles will be generated by the following:

• • Pre-Generated Searches: These are the searches listed under the Searches link to the far left of your grid. Pre-Generated Searches are searches that have pre-defined options for which you provide the criteria. Pre-Generated Searches give you the option to Add or Replace. Add will add the search to any search tiles already in place. Replace will remove any existing search tiles with only the search you have selected.

  • Criteria Builder: The Criteria Builder allows you to create your own searches, from very simple, one field searches to complex searches with multiple pieces of data and grouping. You can Add, Remove, and Save criteria.

• • In-Column Filtering: Every column in a grid provides the opportunity to filter/search within that column. To filter, enter your search criteria in the blank space below the column heading, then click the filter icon. Select the option (Starts with, ends with, contains, Equal to, Not equal to, etc.) and click. If you want to filter by something not contained in the current grid, create a custom view that adds that column to your grid in order to be able to filter. Not every field can be added to custom views.