Browser Client Searches

Searches in the Browser Client behave very similarly to those in the Desktop Client. Search behaviors include:
  • Searches edited or saved in the Browser Client carry over to the Desktop Client. Depending on Role and the scope (folder) of the Search, others may be able to see and use created Searches (example: If you create an All Tasks Search and save it to the Team folder, only members of your Team will have access the Search).
  • Use the Search Manager to create, edit, and delete Search Groups (saved Searches) or use the Quick Search Builder to create and run a one-time Search. Both are accessed via the Searches drop-down on the menu bar.
  • The Search Manager behaves differently in the Browser Client than it does in the CSM Desktop Client. See Browser Client Managers for more information.
  • Queues can be run from the Queue Manager in the Browser Client, but cannot be created, edited, or deleted. The Queue Manager and MRU Queues are accessed via the Search drop-down on the menu bar.

To run a Search:

  1. From the Browser Client menu bar, click the Searches drop-down.
  2. Select an option from the drop-down:
    • Search Manager: Create and/or run a defined Search.
    • Quick Search Builder: Create a run a Quick Search.
    • Queues: Select and run a Queue from the Queue Manager.

    The results display in the Main Pane.

If card view is enabled for a Business Object, Search results are displayed as medium or large cards. To view a specific record in card view, select an item from the results list or the title link in a card.

In card view, you can:

  1. Navigation: Use page numbers and arrow buttons that allow you to navigate between pages of results.
  2. Side menu: Access options, such as showing the currently selected record or showing results in a Grid view, sorting results by a Field in ascending or descending order, and changing card size.
    Note: To ensure that card size selections persist and do not revert to the default, uninstall WebDAV in IIS.
  3. Ellipses: Access a menu of actions available for the Business Object. Actions can be run directly from the card view without drilling down into a record.

When viewing the Search results, more options become available in the Search menu drop-down that allow Users to edit the current Search and save the current Search.

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