Creating a New Default Search

Creating a New Default Search
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Search Syntax and Filters

In each of the Acquisitions Search tabs you can create a custom default search that will override the standard default search for the tab.

Create a new default search

Construct your custom search using the drop down menus in the selected search tab. Click the (+) to add a new field to your search and click the (-) to remove a field from your search.
Click the blue button that says Set As Default [Line Item/Purchase Order/Invoice/Selection List] Search. You will see a green message in the lower right hand corner confirming that your default search was saved.
This search will now load each time you view the selected tab and will override the default search listed above.

There is also an option to automatically execute the search when the tab is opened, eliminating the need to click the Search button. This can be done by checking the box to Retrieve Results Immediately and then clicking the Set As Default … Search button.

Both the custom default search and the selection to retrieve results immediately are saved to the workstation.

If you wish to reset a search tab to its defaults, click the Reset Default Search button.

Search Syntax and Filters

To create your search, choose if your search should match all or any of the search terms you use in your search. Selecting all will conduct a stricter search that must match all of the search terms you indicate. Selecting any will return search results that match any of the search terms you indicate.

Next, select a search attribute from the drop down menu. This menu provides search options related to line items, purchase orders, selection lists, and invoices; the search results will return relevant line items.

The search entry box will display a controlled list of values via a dropdown menu when available. You will see this when searching for an org unit, owner, state, status, and provider, among others. Search is case-insensitive.

Search Tips

Search operators that are not applicable to the search term selected will not appear in the operator drop down menu when creating a new search. Only relevant search operators will display as options.
Fields that are associated with controlled vocabularies will display the controlled values in both the search terms and filters for easy selection.
Column headers for the search results can be clicked on to sort the results by the column. The columns will sort alphabetically or by other sort criteria as appropriate for the data type.
Using the column actions to filter or sort search results will execute a new search using the current search parameters. If any un-executed changes are made to the search parameters between the initial search submission and any changes to the filters, the new search parameters will be executed upon filtering.

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