New / Edit Search Criteria

New / Edit Search Criteria - Group Level

Click “New / Edit Search Criteria” hyperlink to navigate to “Group Search Criteria” screen.
Enter the following field details:

Search Criteria Name	Enter the search criteria name. Mandatory.
Make Criteria Public	Select this checkbox to make the search criteria public.
Copy From	The “Copy From” combo is loaded with names of all search criteria already saved against the user (both created by self and by other after setting the Search Criteria as ‘Public’). Note: This combo is defaulted with the blank value if it is launched in Create mode. In Edit mode it is defaulted with the value saved against the search criteria.
Remarks	Key in any comments or feedback, if any.

By default is selected. Click this icon to display the “Organization Unit Location” in a grid format.

Country

This “Country” combo is loaded with the list of all countries corresponding to all the work locations in the OUs mapped to the login user in deployment along with the value “All”.

Note: The combo is defaulted with the value “All”, If launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Organization Unit

This combo is loaded with the employment units mapped to the login user in deployment along with the value “All”.

Note: The combo is loaded with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier. In Edit mode the combo is loaded with Organization Units mapped to the saved Business Unit or Vice-Versa based on the System Parameter ‘Business Unit under Organization Unit’.

Business Unit

This combo is loaded with list of all BU’s corresponding to all OUs that have been mapped to the login user in deployment along with the value “All”.

Note: The combo is loaded with the value “All” if launched in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Note: If the system parameter “Business Unit placed under Organization Unit” is set to “Yes” then the field “Business Unit” is hidden and only the fields “Organization Unit’ and “Country” are displayed. If the system parameter “Business Unit placed under Organization Unit” is set to “No” then the fields “Business Unit”, “Organization Unit” and “Country” are displayed. This is applicable to both the tree view and the grid view.

Enter the following field details under “Sort Order” multiline:

Sort by

The fields that are to be sorted are displayed here.

Sequence

Enter the sequence (number) in which the fields are to be displayed.

Note: Once the sequence numbers are provided for certain fields and saved, in the ‘Sort Order’ grid, the fields that have been provided a sequence number is displayed at the top of the grid in the ascending order of the sequence number value.

Arrange In

From the drop-down list box, select the required value. The combo is loaded with “Ascending” and “Descending” values.

Note: The combo is defaulted with the value “Ascending” in Create mode and in Edit mode it is defaulted with the value saved against the search criteria earlier.

Note: The grid view is selected by default on launch of the screen, if new search criteria are to be created. If existing search criteria is to be edited then that view is displayed in which the existing search criteria was saved.

Click “Search” to fetch and display the corresponding search results in the Home page.

Note:

The sequence in which the sorting of the search results happens are picked from the Sort Order grid. For each field that is mentioned in the Sort Order grid, sorting will either be in ascending or descending order depending on the value specified in the Sort Order grid.
If no search criteria is specified thenon clicking “Search”, all applicable OU, BU and Country combinations(depending on the parameter ‘Business Unit under Organization Unit’) are displayed.
If the Organization Unit is above Business Unit as per the system parameter then the ‘Business Unit’ is hidden in the tree and grid views.

Click “Save & Search” to save the search criteria with the “Search Criteria Name” that has been specified and the corresponding search results are displayed in the Home page.

Note:

The name of the search criteria that has been saved in the Home page is displayed in the “Search Criteria” combo.
If “Make Criteria Public” checkbox is selected and the user has given a new search criteria name with different search field values, it is stored against the new search criteria name. If the search criteria name is the same, then the changed values are not saved even on click of save provided the search criteria name does not belong to the login user. If it belongs to the login user, then the changes are saved.

Click “Clear” to clear the entered details. A confirmation message to clear all the search fields appears.
Click “Yes” to clear the fields otherwise click “No”
Click “Cancel” to navigate back to the parent page.

Click to view the “Country”, “Business Unit” and “Organization Unit” in a Tree structure.

Note: The tree structure is displayed in the order “Country”, “Business Unit”, “Organization Unit” and if the Organization Unit is above Business Unit as per the system parameter then the Business Unit field is hidden in the tree view.