Support Center

On lists that show a Search Group selector, you can save search criteria as a search group and reuse it by selecting it from the list.

Create a search group

1. Set up the search: enter search text and filters, select specific records, or both.
2. Select Create below the Search Group selector.
3. Enter a short Search Group Description that fits in the selector.
4. Choose whether it is the default search for the list. A default group is applied automatically when you return to the list.
5. Choose whether it is private (only you can use it) or company-wide (set Private Group to No).
6. If the list has extra filters defined, choose them in the additional step.
7. Finish creating the group.

Delete a search group

Select the group and select Delete below the Search Group selector. You cannot delete default groups or groups created by other users.

Tips

If you need a filter the list does not offer, such as a specific employee attribute, describe it to support; Med-Stop may be able to add it.