Configure Saved Searches for Funds and Budgets

As an administrator, you can create saved searches specific to budgets and funds for specific roles. You can remove a set of predefined saved searches which aren't specific to the consumer goods industry.

Create the following saved searches for all users:

• My Funds

• All Active Funds

• All Draft Funds

Create the following saved searches for the marketing manager custom role:

• My Fixed Budgets

• My Accrual Budgets

• All Active Budgets

• All Draft Budgets

Remove the following saved searches for all the roles:

• All Budgets

• My Active Budgets

• My Budgets

• My Budgets Pending Approval

Create Saved Searches

To create saved searches:

1. Sign in using administrator role.

   Note:

   Ensure the administrator has access to the marketing manager custom role.

2. Ensure that you're in an active sandbox.

3. Select Edit Pages from the Settings and Actions menu.

   You can open the Settings and Actions menu by clicking your user image or name in the global header.

4. On the Edit Pages window, select the layer depending on the saved search you're creating:

   Saved Searches	Select
   My Funds All Active Funds All Draft Funds	Select Edit for the Site layer and click OK.
   My Fixed Budgets My Accrual Budgets All Active Budgets All Draft Budgets	Select Edit for the Job Role layer and select Marketing Manager Custom from the Value drop-down list. Click OK.

5. Navigate to Funds subtab of MDF in Sales.

6. Click Show Advanced Search.

7. On the Advanced Search panel, perform the following steps:

   1. Select the following for each of the saved searches you're creating the Saved Search drop-down list.

      Saved Searches	Select
      My Funds	My Budgets
      All Active Funds	My Funds
      All Draft Funds	All Active Funds
      My Fixed Budgets	My Funds
      My Accrual Budgets	My Fixed Budgets
      All Active Budgets	My Fixed Budgets
      All Draft Budgets	All Active Budgets

   2. Complete the following steps for each saved search that you're creating:

      Saved Searches	Values
      My Funds	Click Add and select Type. Provide the following information for the Type fields: Select Ends with. Provide FUND as the value.
      All Active Funds	Provide the following information for the Record Set fields: Select Equals. Provide I can see as the value. Provide the following information for the Status fields: Select Equals. Select the Active check box.
      All Draft Funds	Provide the following information for the Status fields: Select Equals. Select the Draft check box.
      My Fixed Budgets	Provide the following information for the Type fields: Select Equals. Select Fixed budget from the drop-down list.
      My Accrual Budgets	Provide the following information for the Type fields: Select Equals. Select Accrual budget from the drop-down list.
      All Active Budgets	Provide the following information for the Record Set fields: Select Equals. Provide I can see as the value. Provide the following information for the Status fields: Select Equals. Select the Active check box. Provide the following information for the Type fields: Select Ends with. Provide BUDGET as the value.
      All Draft Budgets	Provide the following information for the Status fields: Select Equals. Select the Draft check box.

   3. Click Search to verify your parameters.

   4. Click Save.

   5. On the Create Saved Search window, provide the following information:

      1. Name each of the saved search as mentioned.

      2. Deselect the Set as Default check box for all the saved searches except for My Funds.

      3. Click OK.

   6. Close the Advance Search panel.

8. Publish the sandbox.

The saved searches are created to view budgets and funds.

Remove Saved Searches

To remove saved searches:

1. Sign in using administrator role.

   Note:

   Ensure that you have access to the Marketing Manager custom role.

2. Ensure that you're in an active sandbox.

3. Select Edit Pages from the Settings and Actions menu.

   You can open the Settings and Actions menu by clicking your user image or name in the global header.

4. Select Edit for the Site layer and click OK.

5. Navigate to Funds subtab of MDF in Sales.

6. Click Show Advanced Search.

7. On the Advanced Search panel, select Personalize from the Saved Search drop-down list.

8. On the Personalize Saved Search window, perform the following steps:

   1. Select each saved search that you must remove one at a time from the Saved Search drop-down list.

   2. Deselect the Show in Search List check box.

   3. Click Apply > OK.

9. Close the Advance Search panel.

10. Publish the sandbox.

The saved searches are removed.