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Create a Search Group

Use the Stored Query window (accessed from within the Search Group Manager) to create a Search Group. When you define a Search Group, you define:

Good to know:

To create a Search Group (saved search):

  1. Open the Search Group Manager.
  2. Select a scope and subfolder (if needed) for the Search Group.
  3. Click the Create New button Create New Button.

    The Stored Query window opens.

    Stored Query Window

  4. Define the general properties for the Search Group:
    1. Name: Provide a display name to use within CSM (this property can be searched in CSM Item Managers).
    2. Description: Provide a description to use within CSM (this property can be searched in CSM Item Managers).
    3. Select the Business Object you want to search.

      Incident Drop-Down Menu

  5. Click the New button Create New Button with Arrow, and then select the type of Clause you want to create:
  6. Add additional clauses to refine your search (optional).

    Note: If you are using the Stored Query Builder, there is an Options button Options Button that allows you to define additional options, including availability and icon image.

    Results open in the Grid format in the CSM Desktop Client Main Pane.

See Also

Managing Search Groups

Search Group Manager

Open the Search Group Manager