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Save a Set of Find Tool Search Options as Your User Default

You set up a search and save it so that these Find Tool search options are selected when you open the Find Tool in Leap.

You can save the following search options as a user default.

To save a set of search criteria and search results columns:

  1. Open the Find Tool.
  2. Select the record type or record set.
  1. Select the search mode.
  1. Select the search qualifier (access point or search by) option.
  1. Select the search relation.
  1. To include specific columns for search results in your user default, set up the columns. See Specify Columns for Search Results.
  2. Select the star icon.

A dialog box opens.

  1. Select Save the current search and column settings as the user's default.

Note:
To see the changes that will be made when you save the current search and column settings, select Show pending changes.

  1. Select SAVE.

The dialog box closes and the star icon is displayed in yellow, indicating your user defaults are saved.

Note:
To return to the system defaults, select the star icon again and select Revert to system default search and column settings.