Creating search views is one of the last steps in the process of defining objects in TeamConnect as described in Customization Sequence.

The procedure for creating a search view is described in detail in Creating Search Views.

When you are ready to create search views for an object, first determine the following characteristics for each search view you want to create:

•Where the search view should be available, for example, from multiple user-interface locations or a separate search view for each location. The available locations are:

oRelated objects

oPortal panes

oSearch modules

oLinks in the left pane (for search views that are designated as collections)

In addition, one search view can be set to display Global Search results for the object.

•Whether to display search results automatically when the user selects the search view (Auto Search).

•Which fields are available as search criteria.

•Which qualifiers are invisible, so that records are filtered by certain invisible criteria in addition to the criteria entered by the user.

•Which section titles are needed for the Filter tab (the search criteria section).

•Which fields appear on the Results tab (the displayed records section for records found by the search) in addition to the object link.

•If the search view is for a contact or appointment, whether you want to use the predefined Card or Calendar display types.

All search views are created within the Designer object definition area for their objects in TeamConnect. Search views may be created, viewed, and modified in the Search Views screen, which contains the following tabs:

Search Screen Tabs

•General—Contains general information about the search view, such as the name, view type, locations in TeamConnect where it is available, and whether it is set to auto search. For more details, see Defining General Search View Information.

•Filter Display—Contains the qualifiers defined for the search view with which users can conduct a search. This tab also includes invisible qualifiers that automatically limit all search results, to help you control which records users can access. For more details, see Search View Filter Display.

•Results Display—Contains the settings that determine how the search results appear for the user in the displayed records section or the Results tab of the search screen. For more details, see Search View Results Display.