2Search

This chapter contains the following:

What's the difference between the various searches on the page?

Use the search in the global header, the global search, to quickly find something based on keywords. Especially if you want to search across many business objects (or categories), or you don't have more specific criteria. When enabled, the global search is available no matter which page you're on.

To find specific objects or enter multiple, detailed criteria, use the searches on the pages where you do your work. Some pages also have keyword searches that let you quickly search for the same business object.

Global Search

Examples of Using Wildcards and Quotation Marks in Global Search

The following scenarios provide examples of using wildcards or quotation marks in global search. Actual search results may vary, depending on factors such as how the search is set up or what data is available. For example, if you enter account ID as the search term, you should get all records with both words. But if there are no results with both words, then you get records with only one of the words.

Note: The global search:
  • Is not case sensitive

  • Ignores characters that are not in the indexed language

Using Quotation Marks

Enter multiple words with quotation marks to get records that have the exact phrase. For example, if you search for "currency code", then only records with the exact phrase currency code are included in the search results.

Using Wildcards

Use the asterisk (*) wildcard to get records that replace the wildcard with zero or more characters. Use the question mark (?) to replace the wildcard with exactly one character.

  • Enter the wildcard in the middle or at the end of a search term.

  • To include * or ? in your search results, precede the symbol with a backslash (\) when you enter the search term. The symbol would not act as a wildcard, but as any other character in your search term.

This table shows some wildcard examples.

Search Term Matches

add*

  • The word add

  • Words beginning with add, such as address

country c*

Phrases such as country code or country club

exp?nse

Words such as expense or expanse

exception \*

The phrase exception *

FAQs for Global Search

How can I select the categories to search on in the global search?

If personalization is available for the global search (based on setup):

  1. Click in the search field.

  2. Click the Personalize icon in the autosuggest.

  3. In the Search Categories tab, select the categories to search on.

  4. Click OK.

How can I select the groups to include in the autosuggest for the global search?

If personalization is available for the global search (based on setup):

  1. Click in the search field.

  2. Click the Personalize icon in the autosuggest.

  3. In the Autosuggest Groups tab, select what you want to see in the autosuggest, and set the order that the groups appear in.

  4. Click OK.

Why isn't the global search providing the results that I expect?

Results are based on indexes that are refreshed on a regular basis. Until the next refresh, you might not find recently created records, or attribute values might be outdated.

The business object you're looking might not be included in the search.

  • Personalize the global search (if enabled) and make sure the search category is selected.

  • If you don't see a corresponding search category to select, then the business object isn't set up for the global search. Instead, use the search in the work area for that object, especially if you want to see the latest information in the search results.

If you ran a saved search, you're likely to get results that are different from when you created the saved search. The results themselves aren't saved, so records could have been added, edited, or deleted in the meantime.

Finally, make sure that you're correctly using symbols (for example wildcards) in search terms.

How can I create a saved search for the global search?

To save search terms and filters for later use in the global search (if available based on setup):

  1. Run the search with the search terms that you want to save.

  2. In the search results, click the Show Filters button if the filters are hidden.

  3. Set any filters you want to save.

  4. Click the Save button.

  5. Name your saved search.

  6. Close the Edit Saved Searches dialog box.

How can I change the criteria in saved searches for the global search?

In the global search:

  1. Run the existing saved search.

  2. In the search results, click the Show Filters button if the filters are hidden.

  3. Update keywords or filters.

  4. Click the Save button.

  5. Leave the name as is to overwrite the existing saved search.

  6. Close the Edit Saved Searches dialog box.

How can I rename or delete saved searches for the global search?

In the search results for global search:

  1. Click the Show Filters button if the filters are hidden.

  2. Click the Save button.

  3. Select your saved search.

  4. Rename the search or click Delete.

  5. Close the Edit Saved Searches dialog box.

Page-Level Search

Examples of Using Wildcards and Quotation Marks for Searches on the Page

The following scenarios provide examples of using wildcards and quotation marks in search fields. Actual search results may vary, depending on factors such as how the search is set up or what data is available. These examples apply only to searches on the page, not in the global header.

Note: In most cases, the search field is not case sensitive.

Using Quotation Marks

In searches with a single field for search terms, enter multiple words with quotation marks to get records that have the exact phrase. For example, if you search for "currency code", then only records with the exact phrase currency code are included in the search results.

Using Wildcards

Use the percent (%) wildcard to get records that replace the wildcard with zero or more characters. Use the underscore (_) to replace the wildcard with exactly one character.

  • Enter % or _ at the beginning (only in search fields that are conditionally required or not required), middle, or end of a word.

    Caution: Using a wildcard at the beginning of a word can affect performance.
  • You can use the wildcard more than once in one word.

  • If the search criterion has an operator, you must select Starts with or Contains for the wildcard to work.

  • To include % or _ in your search results, precede the symbol with a backslash (\) when you enter the search term. The symbol would not act as a wildcard, but as any other character in your search term.

    If you're using an operator other than Starts with or Contains, then you don't need to precede % or _ with \, for the same effect.

This table shows some wildcard examples.

Search Term Matches

add%

  • The word add

  • Words beginning with add, such as address

exp_nse

Words such as expense or expanse

e_p%

Words such as especially or experience

amount \%

The phrase amount %

In some cases, the _ wildcard might not match spaces or symbols that separate words. For example, currency_code might not match currency code or currency/code.

Searches with Multiple Criteria

Save Searches with Multiple Criteria

On many pages, you can run a search with multiple search criteria to find specific business objects. Some of these searches have a Saved Search list, as well as a Save button after the search criteria. A saved search captures search criteria and other settings so that you can easily run the same search again later. Aside from using any predefined saved searches, you can create and edit them for your own use. If you have the appropriate roles, you can also create and edit saved searches for other users using Page Composer.

The following figure shows an example of a search with multiple search criteria fields and a Save button. For each field, you can select an operator and enter search terms. You can also select from the Saved Search list to use an existing saved search.

Example of a search on the page with multiple search
criteria
Create Saved Searches

Follow these steps:

  1. Go to a search that has a Save button.

  2. Optionally add or reorder fields, if available.

  3. Enter your search criteria values, and, click the Save button.

  4. Name your saved search and define its settings:

    • Set as Default: The saved search is automatically selected whenever you open this page.

    • Run Automatically (if available): The saved search runs on this page as soon as you select it from the list of saved searches.

    If you select both options, then the saved search automatically runs whenever you open this page.

  5. Close the dialog box.

Your saved search can be limited to the current page, or in some cases available in other searches for the same object.

Change the Search Criteria in Saved Searches

Follow these steps:

  1. Select the saved search if it's not selected already.

  2. Set your search criteria, including any additional fields.

  3. Click the Save button.

  4. If the saved search is one that you created, save without changing the name.

    If it's predefined, then you can't overwrite it, so you create a new saved search with a unique name.

Change Settings or Rename and Delete Saved Searches

Follow these steps:

  1. Go to a search that has a Save button.

  2. Select Personalize from the Saved Search list.

  3. In the Personalize Saved Searches dialog box, select a saved search.

  4. Change any of the settings, where available.

    • Set as Default: The saved search is automatically selected whenever you open this page.

    • Run Automatically: The saved search runs on this page as soon as you select it from the list of saved searches.

    • Show in Search List: The saved search is available for you to select and run on this page.

      • You can still find hidden saved searches in the Personalize Saved Searches dialog box.

      • You can't change this setting if the saved search is currently selected on your page.

    Note: Some settings can't be changed for predefined saved searches. What you do change applies only to you, unless you're editing the saved search within Page Composer.
  5. If you selected a saved search that you created, then you can rename or delete it. You can't do so for predefined saved searches.

  6. Save your changes and close the dialog box.

What gets saved when I create a saved search for searches with multiple criteria?

The saved search includes the:

  • Visible search fields

  • Operator and value for each field

  • Search mode, either basic or advanced

  • Query By Example filters, in some cases

You don't save the current set of search results or the search result sort order.

Keyword Searches with Filters

Use Filters with Keyword Searches

One type of search you might find on the page is a keyword search with filters. The single search field takes your search terms and matches against one or more attributes of a business object. After you run the search, you can use filters to narrow down results.

The following figure shows an example of a search with a single field for search terms, as well as a link to show or hide filters.

Example of a keyword search on a page
Running Searches and Applying Filters

Follow these steps:

  1. In the search field, enter search terms and click Search, or select an item from the autosuggest.

  2. Click the Show Filters link if filters are currently hidden.

  3. Optionally organize filters as follows, depending on what's available to you:

    • Use the Add or Reorder buttons.

      Note: Avoid adding a filter that's already displayed, unless you're sure that your filter values can work together to produce search results.
    • Click the Personalize icon to show, hide, or reorder filters, and click OK.

  4. Apply filters as follows, depending on which type of filters is available:

    • Set filter values, and click the Search button.

    • Select a filter or set a filter value to automatically refresh results accordingly, and use additional filters to narrow down results further.

Save Keyword Searches with Filters

One type of search you might find on the page is a keyword search with filters. Some of these searches have predefined saved searches, and you can also create and edit saved searches for your own use. A saved search captures entered search terms, filters, and other settings so that you can easily run the same search again later. If you have the appropriate roles, you can also create and edit saved searches for other users using Page Composer.

Create and Edit Saved Searches

Follow these steps:

  1. Enter search terms in the search field, and click Search, or select a saved search in the autosuggest.

  2. Click the Show Filters link if filters are currently hidden.

  3. Optionally organize filters as follows, depending on what's available to you:

    • Use the Add or Reorder buttons.

    • Click the Personalize icon to show, hide, or reorder filters, and click OK.

  4. Set filter values or select filters, and click the Save button.

  5. Name your saved search.

    • To create a saved search, enter a new, unique name.

    • To update an existing saved search that you created, save with the original name.

    You can't overwrite predefined saved searches by using their names, but you can create a copy with a unique name.

  6. Click Set as Default if you want the saved search to be automatically selected whenever you open this page.

  7. Click OK.

Your saved search can be limited to the current page, or in some cases available in other searches for the same object.

Change Settings or Rename and Delete Saved Searches

Follow these steps:

  1. Click the Show Filters link if filters are currently hidden.

  2. Select Manage from the Saved Search list.

  3. Define settings for any saved search, predefined or user-defined, in the Manage Saved Searches dialog box:

    • Default: The saved search is automatically selected whenever you open this page.

    • Show in Saved Search List: The saved search is available for you to select and run on this page. You can still find hidden saved searches in the Manage Saved Searches dialog box.

    Note: Changes you make to predefined saved searches apply only to you, unless you're editing the saved search within Page Composer.
  4. The Active setting identifies the saved search that's currently selected on the page. You can designate a different active saved search to have that saved search automatically selected as soon as you click OK in this dialog box.

  5. For user-defined saved searches only, you can also rename or delete the saved search.

  6. Click OK.