Lists

Lists allow you to leverage a set of pre-defined keywords or people that can be used across the application. Lists can be used in searches across the system and can be managed by the system administrator.

To create a Search List:

• Click the cog in the top navigation bar to access the Settings page
• On the Setting page, click the Manage button in the Lists section
• To create a new list, click the New button on the top right of the table and choose Keyword or User
• On the list creation page, name your search and enter the keywords or users comma separated and without quotation marks for exact search. Wildcards are accepted
• Click the Save button and you will be returned to the list table where you can view and edit your Search List

To edit a Search List:

• Click the cog in the top navigation bar to access the Settings page
• On the Setting page, click the Manage button in the Lists section
• To edit a list, click the Edit link next to the list in the table you would like to edit
• On the list edit page, make any changes to the search name or criteria
• Click the Save button and you will be returned to the list table where you can view and edit your Search List

Your saved Search Lists are now available to be applied to a Simple or Advanced Search