Designing Custom Search Forms (Admin Only)

If you log in as an administrator, you can design a custom search form that limits the metadata seen by users. This enables you to minimize the data that users can see and also simplifies their search process.

Follow these steps to design a custom search form:

1. Click Search Form Definitions on the Main Navigation Tree.

   The Search Form Options Screen (Admin Only) is displayed.

2. Click Create Form.

   The Define New Search Form Screen (Admin Only) is displayed.

3. Enter a name for the new search form.

4. Add or remove fields to be included in the search.

5. Click Cancel to exit without saving the search form. Click OK when done.

The new search is displayed in the Search Forms folder with a search form icon (Figure 4-1.), which is different than the icon used for personally created queries (Figure 4-2).

Figure 4-1 Search Form Icon

Figure 4-2 Personally Created Queries Icon