Group searches are available at the group grid. Click the <Searches link above the group grid to open or close the left pane where the list of available searches display by category. Notice that as you move the mouse over a search title in the list, Add and Replace buttons will display. The buttons allow you to add a new search or replace an existing search. All searches display at the top of the grid as a tile, which allow you to edit or remove the search.
When you click the Add button next to a search title, the search will be added to the search tiles already in place. Some searches allow you to set ‘parameters’ or indicate from a drop down list exactly what you want to search for.
‘Active’ will always be the default search when you sign in and click the Group menu tab. The tile may be deleted, and any other search you apply at the group grid will remain in place as long as you are signed in.
For example:
1. Click the <Searches link to open the left pane.
2. Click the arrow on the General category to expand the searches.
3. Move the mouse over the search ‘Group Quick Select.’
4. Click the Add button.
5. A window will display that allows you to search by status, program, keyword, term and start date. You may search by all or a combination of fields, but you must enter at least one.
6. Click the Apply button. Notice that the Apply button will not display until at least one search criteria is entered.
7. At the top of the grid you will see a tile for the Group Quick Select. In the screenshot below, the Active tile was already in place.
8. ‘And’ displays on the ‘Group Quick Select’ tile. This indicates that the groups that now display on the grid are active groups, and also meet the search criteria entered on the ‘Group Quick Select’ search. You may click this button to change to ‘or,’ ‘and not,’ or ‘or not.’ Changing the operator will change the records returned in the search.
9. If you wish to edit the ‘Group Quick Select’ search, click the edit icon (the pencil) on the tile. This will display your original search. The search criteria may be changed, or you may add to the existing criteria.
10. Click Apply. The list of groups will update, depending on the new search criteria.
Using the Replace button
1. Move your mouse over the ‘Group Quick Select’ search title, and click the Replace button.
2. A new ‘Group Quick Select’ window will open.
3. Enter the search criteria.
4. Click Apply.
5. Notice that now the ‘Active’ tile has been removed, and only the ‘Group Quick Select’ tile displays. When you select replace, you are replacing any search tiles currently in place with a new search.
To remove the existing search and reapply the ‘Active’ tile, click the X on the search tile, and click the Add button next to ‘Active.’
Some searches, like ‘Active,’ do not have parameters or search criteria that can be changed, even though there is an edit icon on the tile. When you click the edit icon, you will get the message: This search contains no parameters.
Searches with no parameters are applied by clicking the Add button.
To learn more about searches, go to Search.