Forum Discussion

shwnhlgn's avatar
shwnhlgn
Ideator III
9 years ago

Saved Search - Search Dialog of a Relationship

What's the best way to go about applying a Saved Search to a search dialog that comes up from a relationship? I know how to apply a Saved Search to and have it accessible on the TOC, just not a searc...
eli_donahue's avatar
eli_donahue
Community Manager
9 years ago
Hi shwnhlgn, Try the following:
  1. Create a Saved Search in the main grid, just as you would if you wanted to add it to the TOC.
  2. Navigate to Administration > Saved Searches in the TOC.
  3. Locate the Saved Search you just created (you can filter on ItemType and managed_by_id if there are a lot).
  4. Open the Saved Search for editing and set the Location to Search Dialog.
  5. Save, unlock, and close the Saved Search item.
  6. Log out of Aras and log back in.
  7. Confirm whether your Saved Search now applies to the search dialog.
If the Saved Search does not automatically apply to the search dialog, you can select the search from the Saved Searches droplist in the search dialog toolbar. Eli
Eli Donahue Aras Labs Software Engineer